ISHARES MORNINGSTAR MID-CAP ETF

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IMCB·464288208·US·ETF·Unknown - Unknown

IMCB (ISHARES MORNINGSTAR MID-CAP ETF) is held by 59 institutional investors as of Q2 2026. Largest holders: HighTower Advisors, LLC ($156.7M), UBS Group AG ($132.8M), MORGAN STANLEY ($114.5M). Net institutional sentiment: Mixed.

59

Holders

(10 Elite)

$717.1M

Total Value

55% (49)

Consensus

27 buying - 22 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)64

Insider (Form 4)83

Activist (13D/13G)69

Congressional (STOCK Act)46

Holder Quality

54

★★★★★

Elite

56

★★★★

Strong

62

★★★

Solid

20

★★

Below

57

★

Weak

Held by 59 funds

10 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IMCB.

Top Holders

Top Holders (59)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
HighTower Advisors, LLC	Decreased	1.6M(-15.8%)	$156.7M	0.2%	+20.36%	0
UBS Group AG	Increased	1.4M(+0.8%)	$132.8M	0.0%	+61.29%	30
MORGAN STANLEY	Decreased	1.2M(-21.4%)	$114.5M	0.0%	+37.79%	0
RAYMOND JAMES FINANCIAL INC	Decreased	508,246(-10.7%)	$49.1M	0.0%	+26.31%	0
LPL Financial LLC	Increased	474,114(+6.4%)	$45.8M	0.0%	+56.28%	31
Aptus Capital Advisors, LLC	Increased	243,185(+9.5%)	$23.5M	0.2%	+21.70%	37
Cetera Investment Advisers	Increased	242,800(+0.8%)	$23.4M	0.0%	+34.25%	29
WELLS FARGO & COMPANY/MN	Decreased	203,536(-3.7%)	$19.7M	0.0%	+34.90%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	183,052(+4.2%)	$17.7M	0.0%	+63.93%	29
AMERIPRISE FINANCIAL INC	Increased	153,511(+2.8%)	$14.8M	0.0%	+50.89%	29
OSAIC HOLDINGS, INC.	Increased	147,937(+23.9%)	$14.3M	0.0%	+39.94%	34
MML INVESTORS SERVICES, LLC	Increased	119,628(+21.9%)	$11.6M	0.0%	+38.83%	33
Kestra Advisory Services, LLC	Increased	117,549(+0.4%)	$11.4M	0.0%	+32.33%	28
BANK OF AMERICA CORP /DE/	Decreased	109,011(-3.8%)	$10.5M	0.0%	+30.37%	0
ROYAL BANK OF CANADA	Decreased	97,209(-7.0%)	$9.4M	0.0%	+26.36%	0
Farther Finance Advisors, LLC	Decreased	86,445(-24.4%)	$8.3M	0.1%	+23.09%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	81,961(+1.1%)	$7.9M	0.0%	+39.86%	28
STIFEL FINANCIAL CORP	Increased	73,517(+1.2%)	$7.1M	0.0%	+64.79%	28
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	48,817(-5.9%)	$4.7M	0.0%	+27.48%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	43,762(-1.1%)	$4.2M	0.0%	+38.53%	0

Showing 1-20 of 61

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IMCBISHARES MORNINGSTAR MID-CAP ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer