IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

78 hedge funds and large institutions have $177M invested in iShares Morningstar Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
21
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.72M
2
Ameriprise
2
Ameriprise
Minnesota
$25M
3
VF
3
Virtu Financial
New York
$351K
4
Jane Street
4
Jane Street
New York
$344K
5
RJA
5
Raymond James & Associates
Florida
$4.36M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$94K
2
FAT
2
First American Trust
California
$416K
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.78M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.63M
5
Bank of America
5
Bank of America
North Carolina
$7.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$643K -$2.99K -57 -0.5%
CAN
27
Cetera Advisor Networks
California
$594K -$328K -6,243 -36%
FSC
28
Full Sail Capital
Oklahoma
$529K – – –
Citigroup
29
Citigroup
New York
$517K -$827K -15,756 -62%
AG
30
Advisor Group
Arizona
$505K -$7.87K -150 -2%
PAG
31
Private Advisor Group
New Jersey
$501K -$84.7K -1,614 -14%
FFN
32
Focus Financial Network
Minnesota
$491K +$278K +5,295 +130%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$460K +$90.8K +1,731 +25%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$435K – – –
FAT
35
First American Trust
California
$416K -$7.34M -139,596 -95%
VFA
36
Voya Financial Advisors
Connecticut
$399K +$17.4K +336 +5%
CG
37
Colony Group
Massachusetts
$397K – – –
PCIA
38
Prime Capital Investment Advisors
Kansas
$366K – – –
MRCM
39
M&R Capital Management
New Jersey
$366K – – –
VF
40
Virtu Financial
New York
$351K +$351K +6,693 New
Jane Street
41
Jane Street
New York
$344K +$344K +6,555 New
PSF
42
Pacific Sun Financial
California
$320K +$320K +6,105 New
HighTower Advisors
43
HighTower Advisors
Illinois
$315K -$4.09K -78 -1%
PD
44
Planning Directions
Pennsylvania
$313K -$2.83K -54 -0.9%
CA
45
Cetera Advisors
Colorado
$265K +$24.6K +465 +10%
SAM
46
Summit Asset Management
Tennessee
$235K -$26.1K -498 -10%
BPB
47
Badgley, Phelps & Bell
Washington
$230K – – –
SBSB
48
Sullivan, Bruyette, Speros & Blaney
Virginia
$229K – – –
IDA
49
Intelligence Driven Advisers
California
$220K -$369K -7,044 -63%
WWM
50
Western Wealth Management
Colorado
$220K +$220K +4,194 New
1
2
3 4