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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

67 hedge funds and large institutions have $125M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
20
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.19M
2
Ameriprise
Ameriprise
Minnesota
+$2.92M
3
UBS Group
UBS Group
Switzerland
+$1.32M
4
Morgan Stanley
Morgan Stanley
New York
+$729K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$684K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.9M
2
RJA
Raymond James & Associates
Florida
-$1.88M
3
Bank of America
Bank of America
North Carolina
-$1.15M
4
LPL Financial
LPL Financial
California
-$422K
5
Axa
Axa
France
-$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
F
26
F3Logic
Minnesota
$569K +$569K +10,953 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$490K -$82.3K -1,584 -14%
VDI
28
Vaughan David Investments
Illinois
$452K – – –
FAIM
29
Financial Advocates Investment Management
Washington
$370K -$93.6K -1,800 -20%
PCIA
30
Prime Capital Investment Advisors
Kansas
$362K – – –
HighTower Advisors
31
HighTower Advisors
Illinois
$357K +$14K +270 +4%
AG
32
Advisor Group
Arizona
$355K -$3.28K -63 -0.9%
SAM
33
Summit Asset Management
Tennessee
$348K – – –
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$302K +$40.7K +783 +16%
PD
35
Planning Directions
Pennsylvania
$301K +$301K +5,796 New
BRWA
36
B. Riley Wealth Advisors
Florida
$299K -$10.6K -204 -3%
MRCM
37
M&R Capital Management
New Jersey
$280K +$1.56K +30 +0.6%
VF
38
Virtu Financial
New York
$261K -$270K -5,187 -51%
BRC
39
Bell Rock Capital
Delaware
$244K +$3.01K +57 +1%
PAG
40
Private Advisor Group
New Jersey
$244K +$244K +4,689 New
SBSB
41
Sullivan, Bruyette, Speros & Blaney
Virginia
$227K – – –
TWM
42
Titus Wealth Management
California
$220K -$15.6K -300 -7%
AFP
43
Ausdal Financial Partners
Iowa
$213K -$57.8K -1,110 -21%
KA
44
Kovack Advisors
Florida
$212K +$212K +4,086 New
PMFA
45
Plante Moran Financial Advisors
Michigan
$172K – – –
PCG
46
Private Capital Group
Connecticut
$84K – – –
PWM
47
Perigon Wealth Management
California
$78K – – –
US Bancorp
48
US Bancorp
Minnesota
$60K +$5.95K +114 +11%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$55K +$8.33K +159 +18%
CAL
50
Capital Advisors Ltd
Ohio
$54K – – –
1
2
3