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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

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
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
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$5.65M
2
BCM
2
Barometer Capital Management
Ontario, Canada
$2.23M
3
Jane Street
3
Jane Street
New York
$2.05M
4
MFS
4
MSI Financial Services
Massachusetts
$1.58M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.88M

Top Sellers

1
FAT
1
First American Trust
California
$1.32M
2
LPL Financial
2
LPL Financial
California
$2.83M
3
AIG
3
American International Group
New York
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$401K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$230K +$9.2K +219 +4%
AFP
27
Ausdal Financial Partners
Iowa
$217K +$217K +5,160 New
PAG
28
Private Advisor Group
New Jersey
$209K +$209K +5,028 New
MRCM
29
M&R Capital Management
New Jersey
$156K +$156K +3,714 New
AG
30
Advisor Group
Arizona
$153K +$153K +3,681 New
PMFA
31
Plante Moran Financial Advisors
Michigan
$139K – – –
IF
32
Ironwood Financial
Arizona
$70K – – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$61K +$13.4K +318 +28%
CAL
34
Capital Advisors Ltd
Ohio
$44K – – –
GWM
35
Geneos Wealth Management
Colorado
$33K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$30K – – –
Creative Planning
37
Creative Planning
Kansas
$30K +$19.1K +450 +174%
US Bancorp
38
US Bancorp
Minnesota
$13K – – –
Citigroup
39
Citigroup
New York
$11K -$33.5K -777 -75%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$4K -$201K -4,362 -98%
LWM
41
Lenox Wealth Management
Ohio
$4K – – –
AIG
42
American International Group
New York
– -$401K -9,735 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– -$234K -5,673 Closed
TFA
44
Transamerica Financial Advisors
Florida
– -$13K -300 Closed
UFA
45
US Financial Advisors
Massachusetts
– -$12K -282 Closed
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