iShares Morningstar Mid-cap ETF (IMCB): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow IMCB for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 201

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$96.56

+15.7% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IMCB (all 13F filers)

HighTower Advisors1.6 MWealth adviser−305 K
UBS Group1.4 MBank or trading desk+10 K
Morgan Stanley1.2 MBank or trading desk−324 K
Raymond James Financial508 KWealth adviser−61 K
LPL Financial474 KWealth adviser+29 K
Means Investment407 KType not verified−25 K
Aptus Capital Advisors243 KType not verified+21 K
Cetera Investment Advisers243 KWealth adviser+2,037
Sunburst Financial Group242 KType not verified+21 K
Creative Financial Designs214 KType not verified+27 K

Filer	Type
HighTower Advisors	Wealth adviser	1.6 M	−305 K	$157M
UBS Group	Bank or trading desk	1.4 M	+10 K	$133M
Morgan Stanley	Bank or trading desk	1.2 M	−324 K	$114M
Raymond James Financial	Wealth adviser	508 K	−61 K	$49.1M
LPL Financial	Wealth adviser	474 K	+29 K	$45.8M
Means Investment	Type not verified	407 K	−25 K	$39.3M
Aptus Capital Advisors	Type not verified	243 K	+21 K	$23.5M
Cetera Investment Advisers	Wealth adviser	243 K	+2,037	$23.4M
Sunburst Financial Group	Type not verified	242 K	+21 K	$23.3M
Creative Financial Designs	Type not verified	214 K	+27 K	$20.6M

HighTower Advisors
Shares
1.6 M
Change
−305 K
See more
Type
Wealth adviser
Value
$157M
UBS Group
Shares
1.4 M
Change
+10 K
See more
Type
Bank or trading desk
Value
$133M
Morgan Stanley
Shares
1.2 M
Change
−324 K
See more
Type
Bank or trading desk
Value
$114M
Raymond James Financial
Shares
508 K
Change
−61 K
See more
Type
Wealth adviser
Value
$49.1M
LPL Financial
Shares
474 K
Change
+29 K
See more
Type
Wealth adviser
Value
$45.8M
Means Investment
Shares
407 K
Change
−25 K
See more
Type
Type not verified
Value
$39.3M
Aptus Capital Advisors
Shares
243 K
Change
+21 K
See more
Type
Type not verified
Value
$23.5M
Cetera Investment Advisers
Shares
243 K
Change
+2,037
See more
Type
Wealth adviser
Value
$23.4M
Sunburst Financial Group
Shares
242 K
Change
+21 K
See more
Type
Type not verified
Value
$23.3M
Creative Financial Designs
Shares
214 K
Change
+27 K
See more
Type
Type not verified
Value
$20.6M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗