iShares Morningstar Mid-Cap Value ETF
IMCV
IMCV
36 hedge funds and large institutions have $87.1M invested in iShares Morningstar Mid-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
PMFA
26
Plante Moran Financial Advisors
Southfield,
Michigan
| $137K | – | – | – |
|
27
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $71K | -$24.7K | -600 | -26% |
|
|
PAS
28
Partnervest Advisory Services
Santa Barbara,
California
| $63K | +$63K | +1,515 | New |
|
|
CAL
29
Capital Advisors Ltd
Shaker Heights,
Ohio
| $43K | – | – | – |
|
|
GSC
30
Ground Swell Capital
Folly Beach,
South Carolina
| $41K | +$41K | +990 | New |
|
|
MAM
31
Meeder Asset Management
Dublin,
Ohio
| $40K | +$13.1K | +315 | +49% |
|
32
Citigroup
New York
| $38K | +$10.5K | +255 | +38% |
|
33
Creative Planning
Overland Park,
Kansas
| $35K | – | – | – |
|
|
CFN
34
Cordasco Financial Network
Naples,
Florida
| $31K | – | – | – |
|
|
BRWM
35
B. Riley Wealth Management
Memphis,
Tennessee
| $30K | -$1.49K | -36 | -5% |
|
36
AllianceBernstein
Nashville,
Tennessee
| $28K | +$28K | +669 | New |
|
|
VFS
37
VSR Financial Services
Overland Park,
Kansas
| – | -$216K | -5,505 | Closed |
|
|
PP
38
Palladium Partners
Norfolk,
Virginia
| – | -$37K | -948 | Closed |
|
|
MA
39
MUFG Americas
New York
| – | -$4K | -105 | Closed |
|