iShares Morningstar Mid-Cap Value ETF
IMCV
91 hedge funds and large institutions have $234M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
8% more funds holding
Funds holding: 84 → 91 (+7)
5% more capital invested
Capital invested by funds: $222M → $234M (+$12.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
14% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 28
104.36% less ownership
Funds ownership: 154.31% → 49.94% (-104%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.95M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.28M |
| 3 |
EH
Equitable Holdings
New York
|
+$1.27M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$995K |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$820K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.49M |
| 2 |
Morgan Stanley
New York
|
-$3.32M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.19M |
| 4 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$2.19M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.08M |
IMCV Hedge Fund Activity: Q2 2021 in Review
91 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q2 2021, worth a combined $234M — up 5.4% from $222M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IMCV positions and 4 closed out — a net gain of 8 holders — while 24 added to existing stakes and 28 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.95M. The largest seller was Susquehanna International Group, cutting an estimated $3.49M.
- 91 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q2 2021, up from 84 in Q1 2021.
- Funds reported $234M of iShares Morningstar Mid-Cap Value ETF stock for Q2 2021, up 5.4% quarter-over-quarter.
- 12 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q2 2021 and 4 closed out, a net change of +8 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q2 2021 was Wells Fargo, an estimated $2.95M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q2 2021 was Susquehanna International Group, an estimated $3.49M sold.
Based on aggregated 13F filings for Q2 2021.