iShares Morningstar Mid-Cap Value ETF
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.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
41% more capital invested
Capital invested by funds: $61.9M → $87.1M (+$25.2M)
20% more funds holding
Funds holding: 30 → 36 (+6)
8.47% more ownership
Funds ownership: 105.06% → 113.54% (+8.5%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
26
Plante Moran Financial Advisors
Southfield,
Michigan
| $137K | – | – | – |
|
27
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $71K | -$24K | -600 | -26% |
|
|
PAS
28
Partnervest Advisory Services
Santa Barbara,
California
| $63K | +$60.5K | +1,515 | New |
|
|
CAL
29
Capital Advisors Ltd
Shaker Heights,
Ohio
| $43K | – | – | – |
|
|
GSC
30
Ground Swell Capital
Folly Beach,
South Carolina
| $41K | +$39.6K | +990 | New |
|
|
MAM
31
Meeder Asset Management
Dublin,
Ohio
| $40K | +$12.6K | +315 | +49% |
|
32
Citigroup
New York
| $38K | +$10.2K | +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 | -$1.44K | -36 | -5% |
|
36
AllianceBernstein
Nashville,
Tennessee
| $28K | +$26.7K | +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 |
|
IMCV Hedge Fund Activity: Q2 2014 in Review
36 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q2 2014, worth a combined $87.1M — up 41% from $61.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IMCV positions and 3 closed out — a net gain of 6 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.53M. The largest seller was VSR Financial Services, exiting entirely with an estimated $216K sold.
- 36 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q2 2014, up from 30 in Q1 2014.
- Funds reported $87.1M of iShares Morningstar Mid-Cap Value ETF stock for Q2 2014, up 41% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q2 2014 and 3 closed out, a net change of +6 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q2 2014 was Wells Fargo, an estimated $3.53M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q2 2014 was VSR Financial Services, an estimated $216K sold.
Based on aggregated 13F filings for Q2 2014.