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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

58 hedge funds and large institutions have $115M invested in iShares Morningstar Mid-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
22
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$6.38M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.39M
3
UBS Group
3
UBS Group
Switzerland
$11M
4
Ameriprise
4
Ameriprise
Minnesota
$7.13M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$2.22M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
PAG
2
Private Advisor Group
New Jersey
$346K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.59M
4
NFG
4
Next Financial Group
Texas
$0
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$615K +$158K +3,141 +35%
AG
27
Advisor Group
Arizona
$376K +$14.4K +285 +4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$370K +$49.3K +978 +15%
PAG
29
Private Advisor Group
New Jersey
$346K -$976K -19,305 -74%
SAM
30
Summit Asset Management
Tennessee
$338K -$28K -555 -8%
VF
31
Virtu Financial
New York
$303K +$303K +6,015 New
NPC
32
National Planning Corporation
California
$299K -$298K -5,919 -50%
AFP
33
Ausdal Financial Partners
Iowa
$284K +$15.1K +300 +6%
BRWA
34
B. Riley Wealth Advisors
Florida
$276K +$19.4K +384 +8%
MRCM
35
M&R Capital Management
New Jersey
$270K – – –
BRC
36
Bell Rock Capital
Delaware
$243K +$15.5K +306 +7%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$222K +$222K +4,401 New
SBSB
38
Sullivan, Bruyette, Speros & Blaney
Virginia
$220K – – –
CAN
39
Cetera Advisor Networks
California
$216K – – –
ICOA
40
Investment Centers of America
North Dakota
$206K -$18K -366 -8%
CWM
41
Cornerstone Wealth Management
Missouri
$202K +$202K +4,014 New
PMFA
42
Plante Moran Financial Advisors
Michigan
$166K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$66K -$25.7K -510 -28%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66K +$14.3K +282 +28%
CAL
45
Capital Advisors Ltd
Ohio
$52K – – –
US Bancorp
46
US Bancorp
Minnesota
$52K – – –
IF
47
Ironwood Financial
Arizona
$51K -$24.4K -480 -32%
GWM
48
Geneos Wealth Management
Colorado
$44K +$149 +3 +0.3%
UBS AM
49
UBS AM
Illinois
$42.8K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$42K – – –
1
2
3