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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

69 hedge funds and large institutions have $193M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$65.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.01M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.46M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.86M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.86M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
UBS Group
2
UBS Group
Switzerland
$13.4M
3
Jane Street
3
Jane Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$9.55M
5
SAM
5
Summit Asset Management
Tennessee
$268K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$606K +$606K +11,229 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$521K +$77.7K +1,440 +18%
Citadel Advisors
28
Citadel Advisors
Florida
$481K +$481K +8,901 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$468K -$43.5K -807 -9%
AG
30
Advisor Group
Arizona
$425K +$10K +186 +2%
PCIA
31
Prime Capital Investment Advisors
Kansas
$376K – – –
RJA
32
Raymond James & Associates
Florida
$371K +$146K +2,700 +65%
PD
33
Planning Directions
Pennsylvania
$346K -$1.62K -30 -0.5%
HighTower Advisors
34
HighTower Advisors
Illinois
$328K – – –
FAIM
35
Financial Advocates Investment Management
Washington
$311K -$67K -1,242 -18%
MRCM
36
M&R Capital Management
New Jersey
$306K – – –
BRWA
37
B. Riley Wealth Advisors
Florida
$292K +$1.46K +27 +0.5%
SAM
38
Summit Asset Management
Tennessee
$268K -$93.1K -1,728 -26%
BPB
39
Badgley, Phelps & Bell
Washington
$236K +$236K +4,380 New
KA
40
Kovack Advisors
Florida
$235K -$10.5K -195 -4%
SBSB
41
Sullivan, Bruyette, Speros & Blaney
Virginia
$235K – – –
AFP
42
Ausdal Financial Partners
Iowa
$221K – – –
CA
43
Cetera Advisors
Colorado
$205K +$205K +3,804 New
BRC
44
Bell Rock Capital
Delaware
$193K -$28.3K -519 -13%
PMFA
45
Plante Moran Financial Advisors
Michigan
$178K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$96K +$24.2K +447 +34%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$89K +$89K +1,659 New
PCG
48
Private Capital Group
Connecticut
$87K – – –
US Bancorp
49
US Bancorp
Minnesota
$85K +$23.2K +432 +38%
SWP
50
Stratos Wealth Partners
Ohio
$79K +$79K +1,470 New
1
2
3