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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

60 hedge funds and large institutions have $107M invested in iShares Morningstar Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
27
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.92M
2
Ameriprise
2
Ameriprise
Minnesota
$5.13M
3
UBS Group
3
UBS Group
Switzerland
$8.47M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.47M
5
Goldman Sachs
5
Goldman Sachs
New York
$863K

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
MWM
2
Merriman Wealth Management
Washington
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$13.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$703K -$37.9K -768 -5%
NPC
27
National Planning Corporation
California
$590K +$590K +11,856 New
NFG
28
Next Financial Group
Texas
$472K +$472K +9,573 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$448K +$39.1K +792 +10%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$430K -$71.8K -1,455 -14%
SAM
31
Summit Asset Management
Tennessee
$358K -$20.1K -408 -5%
AG
32
Advisor Group
Arizona
$354K +$85.2K +1,728 +32%
HighTower Advisors
33
HighTower Advisors
Illinois
$344K +$26K +525 +8%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$314K -$383K -7,749 -55%
KA
35
Kovack Advisors
Florida
$266K +$266K +5,388 New
AFP
36
Ausdal Financial Partners
Iowa
$264K +$14.8K +300 +6%
MRCM
37
M&R Capital Management
New Jersey
$262K +$73.2K +1,500 +39%
BRWA
38
B. Riley Wealth Advisors
Florida
$252K +$5.94K +120 +2%
BRC
39
Bell Rock Capital
Delaware
$224K +$16.3K +327 +8%
ICOA
40
Investment Centers of America
North Dakota
$223K +$223K +4,563 New
SBSB
41
Sullivan, Bruyette, Speros & Blaney
Virginia
$215K – – –
CAN
42
Cetera Advisor Networks
California
$211K +$211K +4,284 New
PMFA
43
Plante Moran Financial Advisors
Michigan
$163K – – –
Creative Planning
44
Creative Planning
Kansas
$135K +$40.9K +828 +43%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$90K +$25.2K +510 +39%
IF
46
Ironwood Financial
Arizona
$73K -$3.69K -75 -5%
US Bancorp
47
US Bancorp
Minnesota
$51K -$17K -345 -25%
CAL
48
Capital Advisors Ltd
Ohio
$51K – – –
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50K +$41.8K +855 +509%
GWM
50
Geneos Wealth Management
Colorado
$43K – – –
1
2
3