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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

72 hedge funds and large institutions have $144M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAN
Integrated Advisors Network
Texas
$8.72M
2
Citadel Advisors
Citadel Advisors
Florida
$5.54M
3
RJA
Raymond James & Associates
Florida
$3.52M
4
EH
Equitable Holdings
New York
$17.8M
5
TRCT
Tower Research Capital (TRC)
New York
$792K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$1.29M
2
Morgan Stanley
Morgan Stanley
New York
$33.7M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.99M
4
Osaic Holdings
Osaic Holdings
Arizona
$740K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$893K +$105K +2,502 +13%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$877K -$877K – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$865K -$2.53K -60 -0.3%
TRCT
29
Tower Research Capital (TRC)
New York
$792K +$657K +15,609 +487%
Osaic Holdings
30
Osaic Holdings
Arizona
$740K -$3.61M -85,818 -83%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$696K +$1.39K +33 +0.2%
LFAS
32
Level Four Advisory Services
Texas
$516K – – –
PK
33
Pflug Koory
Nebraska
$441K +$441K +10,482 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$435K – – –
PSF
35
Pacific Sun Financial
California
$364K -$7.57K -180 -2%
Citigroup
36
Citigroup
New York
$313K -$17.8K -423 -5%
Jane Street
37
Jane Street
New York
$308K -$577K -13,722 -65%
PCIA
38
Prime Capital Investment Advisors
Kansas
$293K – – –
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$277K +$277K +6,588 New
MRCM
40
M&R Capital Management
New Jersey
$255K – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$238K -$18.8K -447 -7%
SBSB
42
Sullivan, Bruyette, Speros & Blaney
Virginia
$184K – – –
BWA
43
Burt Wealth Advisors
Maryland
$172K -$458K -10,869 -73%
PMFA
44
Plante Moran Financial Advisors
Michigan
$139K – – –
TAIM
45
TD Ameritrade Investment Management
Nebraska
$136K -$35.5K -846 -21%
CAN
46
Cetera Advisor Networks
California
$118K +$118K +2,802 New
JPLA
47
Joseph P. Lucia & Associates
New York
$107K – – –
SCA
48
Stonebridge Capital Advisors
Minnesota
$100K – – –
FHA
49
Flagship Harbor Advisors
Massachusetts
$95K +$375 +9 +0.4%
HI
50
Hudock Inc
Pennsylvania
$89K – – –
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