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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

75 hedge funds and large institutions have $168M invested in iShares Morningstar Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$4.31M
2
FAT
First American Trust
California
+$1.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.08M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$655K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.55M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$504K
3
WWM
Western Wealth Management
Colorado
-$343K
4
TSS
Two Sigma Securities
New York
-$270K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$223K
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.1M – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$999K -$504K -9,711 -34%
CAN
28
Cetera Advisor Networks
California
$911K +$89K +1,713 +11%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$741K +$47.2K +909 +7%
LFAS
30
Level Four Advisory Services
Texas
$639K -$208K -4,008 -25%
IDA
31
Intelligence Driven Advisers
California
$583K -$39.5K -762 -6%
PAG
32
Private Advisor Group
New Jersey
$579K +$234K +4,506 +68%
FSC
33
Full Sail Capital
Oklahoma
$532K +$532K +10,251 New
AG
34
Advisor Group
Arizona
$507K +$20.5K +396 +4%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$435K +$130K +6,063 +42%
CG
36
Colony Group
Massachusetts
$393K +$393K +7,566 New
VFA
37
Voya Financial Advisors
Connecticut
$380K +$380K +7,353 New
MRCM
38
M&R Capital Management
New Jersey
$369K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$365K +$172K +3,312 +89%
PCIA
40
Prime Capital Investment Advisors
Kansas
$362K +$362K +6,969 New
HighTower Advisors
41
HighTower Advisors
Illinois
$316K -$2.49K -48 -0.8%
PD
42
Planning Directions
Pennsylvania
$313K +$3.12K +60 +1%
CWM
43
Cornerstone Wealth Management
Missouri
$289K +$289K +2,877 New
SAM
44
Summit Asset Management
Tennessee
$258K – – –
TSS
45
Two Sigma Securities
New York
$253K -$270K -5,202 -52%
CA
46
Cetera Advisors
Colorado
$234K +$234K +4,545 New
BPB
47
Badgley, Phelps & Bell
Washington
$227K – – –
SBSB
48
Sullivan, Bruyette, Speros & Blaney
Virginia
$226K – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$213K +$213K +4,095 New
FFN
50
Focus Financial Network
Minnesota
$211K +$211K +4,065 New
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