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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

58 hedge funds and large institutions have $110M invested in iShares Morningstar Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
25
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.12M
2
UBS Group
2
UBS Group
Switzerland
$6.52M
3
FAT
3
First American Trust
California
$3.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.09M
5
MWM
5
Marietta Wealth Management
Georgia
$3.03M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.89M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.65M
3
BCM
3
Brookstone Capital Management
Illinois
$8.96M
4
Wells Fargo
4
Wells Fargo
California
$6.89M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$649K 4,374 +400 +10%
VKH
27
Virtu KCG Holdings
New York
$557K 3,754 +3,754 New
Citigroup
28
Citigroup
New York
$540K 3,635 +2,501 +221%
CWM
29
Cornerstone Wealth Management
Missouri
$529K 3,601 +3,601 New
CIBC World Market
30
CIBC World Market
Ontario, Canada
$503K 3,391 +229 +7%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$410K 2,761 – –
RJFSA
32
Raymond James Financial Services Advisors
Florida
$410K 2,759 +262 +10%
VF
33
Virtu Financial
New York
$393K 2,648 +1,231 +87%
SAM
34
Summit Asset Management
Tennessee
$379K 2,555 – –
HighTower Advisors
35
HighTower Advisors
Illinois
$317K 2,144 +302 +16%
AG
36
Advisor Group
Arizona
$270K 1,816 -1,206 -40%
AFP
37
Ausdal Financial Partners
Iowa
$249K 1,680 -40 -2%
BRWA
38
B. Riley Wealth Advisors
Florida
$246K 1,657 +1,657 New
SBSB
39
Sullivan, Bruyette, Speros & Blaney
Virginia
$216K 1,454 – –
BRC
40
Bell Rock Capital
Delaware
$208K 1,387 -692 -33%
MRCM
41
M&R Capital Management
New Jersey
$191K 1,290 -78 -6%
PMFA
42
Plante Moran Financial Advisors
Michigan
$163K 1,100 – –
Creative Planning
43
Creative Planning
Kansas
$94K 636 +400 +169%
IF
44
Ironwood Financial
Arizona
$77K 520 -36 -6%
US Bancorp
45
US Bancorp
Minnesota
$68K 460 – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$64K 436 +378 +652%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$62K 421 +143 +51%
CAL
48
Capital Advisors Ltd
Ohio
$52K 347 – –
GWM
49
Geneos Wealth Management
Colorado
$43K 294 +30 +11%
UBS AM
50
UBS AM
Illinois
$42K 283 -17 -6%
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