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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

78 hedge funds and large institutions have $186M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
19
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.52M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.95M
4
Bank of America
4
Bank of America
North Carolina
$8.4M
5
FTUS
5
Flow Traders U.S.
New York
$560K

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$6.4M
2
AAS
2
Avantax Advisory Services
Texas
$2.28M
3
NL
3
NWAM LLC
Washington
$334K
4
CIC
4
Cornercap Investment Counsel
Georgia
$3.94M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.09M -$16.6K -318 -1%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.05M -$912K – –
KPWS
28
Kestra Private Wealth Services
Texas
$951K -$63.9K -1,233 -6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$823K -$43.7K -837 -5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$776K -$232K -4,458 -23%
Osaic Holdings
31
Osaic Holdings
Arizona
$728K -$6.57K -126 -0.9%
LFAS
32
Level Four Advisory Services
Texas
$639K – – –
FTUS
33
Flow Traders U.S.
New York
$560K +$560K +10,743 New
PK
34
Pflug Koory
Nebraska
$547K – – –
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$513K +$53.1K +1,017 +12%
BWA
36
Burt Wealth Advisors
Maryland
$486K +$231K +4,440 +91%
TRCT
37
Tower Research Capital (TRC)
New York
$467K -$197K -3,777 -30%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$435K – – –
Citigroup
39
Citigroup
New York
$394K -$5.01K -96 -1%
NL
40
NWAM LLC
Washington
$334K -$1.58M -30,393 -83%
MRCM
41
M&R Capital Management
New Jersey
$316K – – –
NFG
42
Next Financial Group
Texas
$304K +$72.2K +1,386 +31%
PCIA
43
Prime Capital Investment Advisors
Kansas
$277K -$87K -1,665 -24%
CFG
44
CMC Financial Group
Georgia
$239K +$239K +4,575 New
SAM
45
Summit Asset Management
Tennessee
$233K +$233K +4,476 New
FAIM
46
Financial Advocates Investment Management
Washington
$230K +$230K +4,416 New
SBSB
47
Sullivan, Bruyette, Speros & Blaney
Virginia
$227K – – –
PD
48
Planning Directions
Pennsylvania
$217K +$217K +4,158 New
HighTower Advisors
49
HighTower Advisors
Illinois
$211K +$211K +4,026 New
IAIM
50
International Assets Investment Management
Florida
$197K +$197K +2,538 New
1
2
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