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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

95 hedge funds and large institutions have $249M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
31
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.96M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.71M
3
Wells Fargo
3
Wells Fargo
California
$21.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$758K

Top Sellers

1
CIC
1
Cornercap Investment Counsel
Georgia
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.58M
3
FTUS
3
Flow Traders U.S.
New York
$286K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.61M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.4M +$372K +5,451 +36%
KPWS
27
Kestra Private Wealth Services
Texas
$1.26M -$22.7K -332 -2%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.18M -$57.4K -840 -5%
Ameriprise
29
Ameriprise
Minnesota
$1.09M +$751 +11 +0.1%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$899K -$32.9K -482 -4%
LFAS
31
Level Four Advisory Services
Texas
$859K +$22.3K +327 +3%
TC
32
TAP Consulting
Missouri
$858K +$5.6K +82 +0.7%
BWA
33
Burt Wealth Advisors
Maryland
$796K +$159K +2,336 +25%
Goldman Sachs
34
Goldman Sachs
New York
$758K +$758K +11,098 New
PK
35
Pflug Koory
Nebraska
$716K – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$607K +$68 +1 +0%
AssetMark Inc
37
AssetMark Inc
California
$595K +$595K +8,718 New
BDF
38
Black Diamond Financial
Maryland
$592K +$592K +8,676 New
PSF
39
Pacific Sun Financial
California
$566K +$24.6K +360 +5%
TRCT
40
Tower Research Capital (TRC)
New York
$519K -$270K -3,951 -34%
Citigroup
41
Citigroup
New York
$486K -$86K -1,261 -15%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$479K +$121K +1,778 +34%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$459K +$459K +6,727 New
PPWM
44
Paragon Private Wealth Management
Kentucky
$437K +$437K +6,400 New
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$422K +$4.78K +70 +1%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$395K -$553K -8,114 -58%
MRCM
47
M&R Capital Management
New Jersey
$388K – – –
DC
48
Davenport & Co
Virginia
$378K +$46.2K +677 +14%
NL
49
NWAM LLC
Washington
$365K -$88.7K -1,298 -20%
PCIA
50
Prime Capital Investment Advisors
Kansas
$363K +$410 +6 +0.1%
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