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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

54 hedge funds and large institutions have $111M invested in iShares Morningstar Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
54
Holders Change
+13
Holders Change %
+31.71%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$10.3M
2
Jane Street
2
Jane Street
New York
$11.9M
3
Axa
3
Axa
France
$19.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.9M
5
Wells Fargo
5
Wells Fargo
California
$8.19M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.93M
2
CAN
2
Cetera Advisor Networks
California
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$567K
4
SAM
4
SignalPoint Asset Management
Missouri
$0
5
CMP
5
Courage Miller Partners
Virginia
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
26
CIBC World Market
Ontario, Canada
$457K +$457K +9,486 New
AG
27
Advisor Group
Arizona
$438K +$260K +5,376 +146%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$399K +$144K +2,997 +57%
SAM
29
Summit Asset Management
Tennessee
$369K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$361K +$32.1K +666 +10%
BRC
31
Bell Rock Capital
Delaware
$298K +$298K +6,237 New
HighTower Advisors
32
HighTower Advisors
Illinois
$267K +$3.33K +69 +1%
AFP
33
Ausdal Financial Partners
Iowa
$248K – – –
SBSB
34
Sullivan, Bruyette, Speros & Blaney
Virginia
$210K +$210K +4,362 New
VF
35
Virtu Financial
New York
$205K +$205K +4,251 New
LFAS
36
Level Four Advisory Services
Texas
$200K +$200K +4,149 New
MRCM
37
M&R Capital Management
New Jersey
$197K +$14.4K +300 +8%
Citigroup
38
Citigroup
New York
$164K +$83.6K +1,734 +104%
PMFA
39
Plante Moran Financial Advisors
Michigan
$159K – – –
IF
40
Ironwood Financial
Arizona
$80K – – –
US Bancorp
41
US Bancorp
Minnesota
$66K – – –
CAL
42
Capital Advisors Ltd
Ohio
$50K – – –
NFG
43
Next Financial Group
Texas
$43K +$23.3K +480 +119%
UBS AM
44
UBS AM
Illinois
$43K +$43K +900 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$40K – – –
GWM
46
Geneos Wealth Management
Colorado
$38K +$576 +12 +2%
Creative Planning
47
Creative Planning
Kansas
$34K – – –
IA
48
IFP Advisors
Florida
$26K +$26K +543 New
SPIA
49
Steward Partners Investment Advisory
New York
$13K +$13K +270 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8K +174 New
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