IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

84 hedge funds and large institutions have $222M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
22
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$37.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.56M
3
MHS
3
M Holdings Securities
Oregon
$1.43M
4
LPL Financial
4
LPL Financial
California
$6.24M
5
CIC
5
Cornercap Investment Counsel
Georgia
$5.38M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.86M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.56M
3
RJA
3
Raymond James & Associates
Florida
$4.17M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.29M
5
TRCT
5
Tower Research Capital (TRC)
New York
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
TAP Consulting
Missouri
$1.29M -$20.3K -330 -2%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.29M -$1.05M – –
FTUS
28
Flow Traders U.S.
New York
$1.14M +$482K +7,845 +73%
KPWS
29
Kestra Private Wealth Services
Texas
$1.13M -$922 -15 -0.1%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.11M +$250K +4,065 +29%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$989K +$19K +309 +2%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$887K -$27.3K -444 -3%
LFAS
33
Level Four Advisory Services
Texas
$753K – – –
PK
34
Pflug Koory
Nebraska
$644K – – –
BWA
35
Burt Wealth Advisors
Maryland
$573K – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$552K -$52K -846 -9%
SFS
37
Sowell Financial Services
Arkansas
$528K +$528K +24,285 New
Citigroup
38
Citigroup
New York
$457K -$7.01K -114 -2%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$435K – – –
NL
40
NWAM LLC
Washington
$399K +$5.53K +90 +1%
MRCM
41
M&R Capital Management
New Jersey
$373K – – –
NFG
42
Next Financial Group
Texas
$370K +$11.1K +180 +3%
PCIA
43
Prime Capital Investment Advisors
Kansas
$326K – – –
FAIM
44
Financial Advocates Investment Management
Washington
$278K +$6.64K +108 +2%
SAM
45
Summit Asset Management
Tennessee
$275K – – –
DC
46
Davenport & Co
Virginia
$269K +$269K +4,380 New
SBSB
47
Sullivan, Bruyette, Speros & Blaney
Virginia
$268K – – –
HighTower Advisors
48
HighTower Advisors
Illinois
$242K -$5.72K -93 -2%
PD
49
Planning Directions
Pennsylvania
$235K -$20.5K -333 -8%
PMFA
50
Plante Moran Financial Advisors
Michigan
$203K – – –
1
2
3 4