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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

66 hedge funds and large institutions have $130M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
20
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$14.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.11M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.18M
4
Axa
4
Axa
France
$21.8M
5
CWM
5
Cornerstone Wealth Management
Missouri
$1.01M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.68M
3
Jane Street
3
Jane Street
New York
$340K
4
F
4
F3Logic
Minnesota
$0
5
VDI
5
Vaughan David Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$436K +$128K +2,406 +41%
AG
27
Advisor Group
Arizona
$409K +$46.6K +876 +13%
FAIM
28
Financial Advocates Investment Management
Washington
$371K -$5.88K -111 -2%
PCIA
29
Prime Capital Investment Advisors
Kansas
$370K – – –
SAM
30
Summit Asset Management
Tennessee
$356K – – –
PD
31
Planning Directions
Pennsylvania
$342K +$34.7K +654 +11%
Jane Street
32
Jane Street
New York
$340K -$632K -11,901 -65%
HighTower Advisors
33
HighTower Advisors
Illinois
$325K -$39.7K -750 -11%
MRCM
34
M&R Capital Management
New Jersey
$300K +$14.3K +270 +5%
BRWA
35
B. Riley Wealth Advisors
Florida
$286K -$19.8K -372 -6%
KA
36
Kovack Advisors
Florida
$241K +$24.1K +453 +11%
SBSB
37
Sullivan, Bruyette, Speros & Blaney
Virginia
$231K – – –
CAN
38
Cetera Advisor Networks
California
$224K +$224K +4,212 New
RJA
39
Raymond James & Associates
Florida
$221K +$221K +4,173 New
BRC
40
Bell Rock Capital
Delaware
$218K -$31K -576 -12%
AFP
41
Ausdal Financial Partners
Iowa
$217K – – –
PMFA
42
Plante Moran Financial Advisors
Michigan
$175K – – –
PCG
43
Private Capital Group
Connecticut
$86K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$71K +$30.3K +567 +74%
US Bancorp
45
US Bancorp
Minnesota
$61K – – –
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58K +$5.72K +108 +11%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$56K – – –
CAL
48
Capital Advisors Ltd
Ohio
$55K – – –
IF
49
Ironwood Financial
Arizona
$53K – – –
BAMG
50
Brand Asset Management Group
Missouri
$50K +$50K +951 New
1
2
3