iShares Morningstar Mid-Cap Value ETF
IMCV
IMCV
37 hedge funds and large institutions have $50.8M invested in iShares Morningstar Mid-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
Morgan Stanley
New York
|
$5.51M |
| 2 |
VF
2
Virtu Financial
New York
|
$0 |
| 3 |
3
Jane Street
New York
|
$445K |
| 4 |
4
LPL Financial
San Diego,
California
|
$3.16M |
| 5 |
5
Wells Fargo
San Francisco,
California
|
$3.83M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
IF
26
Ironwood Financial
Tucson,
Arizona
| $68K | +$68K | +1,668 | New |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $46K | +$46K | +1,125 | New |
|
|
CAL
28
Capital Advisors Ltd
Shaker Heights,
Ohio
| $43K | – | – | – |
|
29
Citigroup
New York
| $42K | +$3.05K | +75 | +8% |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $32K | +$32K | +780 | New |
|
31
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $30K | – | – | – |
|
|
TFA
32
Transamerica Financial Advisors
St. Petersburg,
Florida
| $13K | – | – | – |
|
|
UFA
33
US Financial Advisors
Braintree,
Massachusetts
| $12K | -$36.8K | -864 | -75% |
|
34
US Bancorp
Minneapolis,
Minnesota
| $12K | – | – | – |
|
35
Creative Planning
Overland Park,
Kansas
| $11K | -$44.8K | -1,050 | -80% |
|
|
LWM
36
Lenox Wealth Management
Cincinnati,
Ohio
| $4K | – | – | – |
|
|
VF
37
Virtu Financial
New York
| – | -$403K | -10,221 | Closed |
|
|
AFP
38
Ausdal Financial Partners
Davenport,
Iowa
| – | -$187K | -4,710 | Closed |
|