Who owns IMCB?
iShares Morningstar Mid-Cap ETF · iShares
200 institutions reported holding IMCB, worth $1.0B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IMCB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HighTower Advisors, LLC | Chicago, IL | $156.7M | 1,622,630 | −304,883 shares |
| UBS Group AG | Zurich, Switzerland | $132.8M | 1,374,939 | +10,430 shares |
| Morgan Stanley | New York, NY | $114.5M | 1,185,395 | −323,586 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $49.1M | 508,246 | −60,902 shares |
| LPL Financial LLC | Fort Mill, SC | $45.8M | 474,114 | +28,666 shares |
| Means Investment Co., Inc. | Bangor, ME | $39.3M | 407,204 | −25,201 shares |
| Aptus Capital Advisors, LLC | Fairhope, AL | $23.5M | 243,185 | +21,037 shares |
| Cetera Investment Advisers | Schaumburg, IL | $23.4M | 242,800 | +2,037 shares |
| Sunburst Financial Group, LLC | Vestavia Hills, AL | $23.3M | 241,685 | +21,037 shares |
| Creative Financial Designs Inc. | Kokomo, IN | $20.6M | 213,786 | +27,378 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IMCB?
200 institutional managers reported holding IMCB in Form 13F filings for June 30, 2026, worth $1.0B in total. The largest reported position was held by HighTower Advisors, LLC, at $156.7M.
Did institutions buy or sell IMCB last quarter?
Reported 13F value fell 1.0% from March 31, 2026, which includes price moves as well as buying and selling. 26 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IMCB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.