iShares Morningstar Mid-Cap Value ETF
IMCV
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.
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
2% more capital invested
Capital invested by funds: $185M → $188M (+$3.57M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 82 → 79 (-3)
3.75% less ownership
Funds ownership: 116.17% → 112.42% (-3.8%)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.2M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$780K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$764K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$685K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
-$21.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.92M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.28M |
| 5 |
Jane Street
New York
|
-$435K |
IMCV Hedge Fund Activity: Q4 2019 in Review
79 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q4 2019, worth a combined $188M — up 1.9% from $185M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of IMCV and 9 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 25 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $2.2M. The largest seller was Axa, exiting entirely with an estimated $21.4M sold.
- 79 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q4 2019, down from 82 in Q3 2019.
- Funds reported $188M of iShares Morningstar Mid-Cap Value ETF stock for Q4 2019, up 1.9% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q4 2019 and 12 closed out, a net change of -3 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q4 2019 was Commonwealth Equity Services, an estimated $2.2M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q4 2019 was Axa, an estimated $21.4M sold.
Based on aggregated 13F filings for Q4 2019.