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iShares Morningstar Mid-Cap Value ETF

42 hedge funds and large institutions have $63.8M invested in iShares Morningstar Mid-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

25% more capital invested

Capital invested by funds: $50.8M → $63.8M (+$12.9M)

18.91% more ownership

Funds ownership: 82.36%101.27% (+19%)

14% more funds holding

Funds holding: 3742 (+5)

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change

IMCV Hedge Fund Activity: Q2 2016 in Review

42 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q2 2016, worth a combined $63.8M — up 25% from $50.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IMCV positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.89M. The largest seller was First American Trust, cutting an estimated $3.18M.

  • 42 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q2 2016, up from 37 in Q1 2016.
  • Funds reported $63.8M of iShares Morningstar Mid-Cap Value ETF stock for Q2 2016, up 25% quarter-over-quarter.
  • 9 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q2 2016 and 4 closed out, a net change of +5 holders.
  • The largest iShares Morningstar Mid-Cap Value ETF buyer in Q2 2016 was Susquehanna International Group, an estimated $2.89M added.
  • The largest iShares Morningstar Mid-Cap Value ETF seller in Q2 2016 was First American Trust, an estimated $3.18M sold.

Based on aggregated 13F filings for Q2 2016.