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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
24
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$19.5M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.28M
3
EH
3
Equitable Holdings
New York
$40.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.94M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$817K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$477K
2
Morgan Stanley
2
Morgan Stanley
New York
$47.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.63M
4
IAN
4
Integrated Advisors Network
Texas
$5.34M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.25M +$87K +1,354 +8%
KPWS
27
Kestra Private Wealth Services
Texas
$1.2M +$23.6K +367 +2%
FTUS
28
Flow Traders U.S.
New York
$1.19M -$4.88K -76 -0.4%
Ameriprise
29
Ameriprise
Minnesota
$1.15M -$227K -3,533 -16%
SFS
30
Sowell Financial Services
Arkansas
$1.11M -$453K -7,057 -29%
TC
31
TAP Consulting
Missouri
$972K -$380K -5,909 -28%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$972K -$61.3K -954 -6%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$863K -$64.4K -1,003 -7%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$846K -$1.08M -16,797 -56%
FHA
35
Flagship Harbor Advisors
Massachusetts
$817K +$817K +12,717 New
LFAS
36
Level Four Advisory Services
Texas
$787K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$700K +$697K +10,840 +20,074%
PK
38
Pflug Koory
Nebraska
$673K – – –
Creative Planning
39
Creative Planning
Kansas
$619K +$619K +9,636 New
BWA
40
Burt Wealth Advisors
Maryland
$599K – – –
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$571K -$6.68K -104 -1%
Citigroup
42
Citigroup
New York
$561K +$83.5K +1,300 +17%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$477K -$3.48M -54,207 -88%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$435K -$870K -13,554 -67%
NFG
45
Next Financial Group
Texas
$432K +$45.4K +706 +12%
NL
46
NWAM LLC
Washington
$417K – – –
MRCM
47
M&R Capital Management
New Jersey
$390K – – –
PCIA
48
Prime Capital Investment Advisors
Kansas
$341K – – –
DC
49
Davenport & Co
Virginia
$291K +$9.64K +150 +3%
SAM
50
Summit Asset Management
Tennessee
$287K – – –
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