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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

82 hedge funds and large institutions have $185M invested in iShares Morningstar Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
25
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.15M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.64M
4
Stifel Financial
4
Stifel Financial
Missouri
$694K
5
Wells Fargo
5
Wells Fargo
California
$12.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.1M
2
FAIM
2
Financial Advocates Investment Management
Washington
$580K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.5M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.12M
5
WWM
5
Western Wealth Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$694K +$694K +12,957 New
LFAS
27
Level Four Advisory Services
Texas
$658K – – –
FFN
28
Focus Financial Network
Minnesota
$643K +$140K +2,613 +28%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$615K +$145K +2,700 +31%
FAIM
30
Financial Advocates Investment Management
Washington
$580K -$1.4M -26,085 -71%
FSC
31
Full Sail Capital
Oklahoma
$561K – – –
CAN
32
Cetera Advisor Networks
California
$555K -$48.7K -912 -8%
VFA
33
Voya Financial Advisors
Connecticut
$554K +$145K +2,736 +36%
Citigroup
34
Citigroup
New York
$542K +$14K +261 +3%
PAG
35
Private Advisor Group
New Jersey
$508K -$4.19K -78 -0.8%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$435K – – –
Jane Street
37
Jane Street
New York
$435K +$83.6K +1,560 +24%
CG
38
Colony Group
Massachusetts
$406K – – –
PSF
39
Pacific Sun Financial
California
$386K +$58.7K +1,095 +18%
AG
40
Advisor Group
Arizona
$374K -$143K -2,664 -28%
PCIA
41
Prime Capital Investment Advisors
Kansas
$374K – – –
MRCM
42
M&R Capital Management
New Jersey
$374K – – –
FAT
43
First American Trust
California
$357K -$66.8K -1,248 -16%
HighTower Advisors
44
HighTower Advisors
Illinois
$321K – – –
GIM
45
Goelzer Investment Management
Indiana
$285K +$285K +5,316 New
CA
46
Cetera Advisors
Colorado
$279K +$11.7K +219 +4%
PD
47
Planning Directions
Pennsylvania
$255K -$64.6K -1,206 -20%
SAM
48
Summit Asset Management
Tennessee
$240K – – –
VF
49
Virtu Financial
New York
$239K -$120K -2,241 -33%
BPB
50
Badgley, Phelps & Bell
Washington
$235K – – –
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2
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