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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

71 hedge funds and large institutions have $131M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 14 closing their positions.

Holders
71
Holders Change
-8
Holders Change %
-10.13%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
26
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$33M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.79M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.93M
4
Wells Fargo
4
Wells Fargo
California
$9.07M
5
Jane Street
5
Jane Street
New York
$750K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.7M
2
Ameriprise
2
Ameriprise
Minnesota
$12.5M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$877K
4
RJA
4
Raymond James & Associates
Florida
$1.93M
5
FSC
5
Full Sail Capital
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$667K 18,708 +1,248 +7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$588K 16,506 -12,351 -43%
BWA
28
Burt Wealth Advisors
Maryland
$533K 14,955 +14,955 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$490K 13,761 +1,680 +14%
LFAS
30
Level Four Advisory Services
Texas
$437K 12,255 – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$435K 20,331 – –
AWM
32
AE Wealth Management
Kansas
$410K 11,514 +3,888 +51%
SS
33
Simplicity Solutions
Minnesota
$401K 11,262 +3,639 +48%
VFA
34
Voya Financial Advisors
Connecticut
$398K 10,899 +972 +10%
PSF
35
Pacific Sun Financial
California
$315K 8,835 +1,335 +18%
Citigroup
36
Citigroup
New York
$280K 7,860 -2,319 -23%
CG
37
Colony Group
Massachusetts
$270K 7,566 – –
PCIA
38
Prime Capital Investment Advisors
Kansas
$248K 6,969 – –
MRCM
39
M&R Capital Management
New Jersey
$216K 6,075 -900 -13%
HighTower Advisors
40
HighTower Advisors
Illinois
$215K 6,108 +102 +2%
SBSB
41
Sullivan, Bruyette, Speros & Blaney
Virginia
$155K 4,362 – –
TAIM
42
TD Ameritrade Investment Management
Nebraska
$145K 4,086 +3,969 +3,392%
PMFA
43
Plante Moran Financial Advisors
Michigan
$118K 3,300 – –
TRCT
44
Tower Research Capital (TRC)
New York
$114K 3,204 +3,204 New
JPLA
45
Joseph P. Lucia & Associates
New York
$91K 2,550 – –
SCA
46
Stonebridge Capital Advisors
Minnesota
$85K 2,385 – –
FHA
47
Flagship Harbor Advisors
Massachusetts
$81K 2,268 +15 +0.7%
HI
48
Hudock Inc
Pennsylvania
$75K 2,130 +2,130 New
ASN
49
Advisory Services Network
Georgia
$59K 1,668 +1,668 New
US Bancorp
50
US Bancorp
Minnesota
$58K 1,614 -72 -4%
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