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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

79 hedge funds and large institutions have $188M invested in iShares Morningstar Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
25
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.72M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.54M
3
Bank of America
3
Bank of America
North Carolina
$8.48M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.91M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$679K

Top Sellers

1
Axa
1
Axa
France
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.93M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Ameriprise
4
Ameriprise
Minnesota
$24.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.06M -$108K -1,914 -9%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$982K -$138K -2,457 -12%
LFAS
28
Level Four Advisory Services
Texas
$690K – – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$679K +$679K +12,081 New
FSC
30
Full Sail Capital
Oklahoma
$578K – – –
Citigroup
31
Citigroup
New York
$572K +$3.71K +66 +0.7%
VFA
32
Voya Financial Advisors
Connecticut
$556K -$27.9K -498 -5%
PAG
33
Private Advisor Group
New Jersey
$529K -$3.04K -54 -0.6%
CAN
34
Cetera Advisor Networks
California
$491K -$89.5K -1,602 -15%
IAA
35
Independent Advisor Alliance
North Carolina
$486K +$486K +8,640 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$435K – – –
SS
37
Simplicity Solutions
Minnesota
$429K +$429K +7,623 New
AWM
38
AE Wealth Management
Kansas
$429K +$429K +7,626 New
CG
39
Colony Group
Massachusetts
$425K – – –
PSF
40
Pacific Sun Financial
California
$422K +$16.9K +300 +4%
AG
41
Advisor Group
Arizona
$407K +$15K +267 +4%
PCIA
42
Prime Capital Investment Advisors
Kansas
$392K – – –
MRCM
43
M&R Capital Management
New Jersey
$392K – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$337K -$337 -6 -0.1%
CA
45
Cetera Advisors
Colorado
$294K – – –
FAT
46
First American Trust
California
$282K -$92.5K -1,647 -25%
PD
47
Planning Directions
Pennsylvania
$277K +$9.6K +171 +4%
FAIM
48
Financial Advocates Investment Management
Washington
$262K -$346K -6,153 -57%
SAM
49
Summit Asset Management
Tennessee
$252K – – –
SBSB
50
Sullivan, Bruyette, Speros & Blaney
Virginia
$245K – – –
1
2
3 4