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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

105 hedge funds and large institutions have $285M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
105
Holders Change
+10
Holders Change %
+10.53%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
31
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.2M
2
Bank of America
2
Bank of America
North Carolina
$16.4M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.94M
4
CIC
4
Cornercap Investment Counsel
Georgia
$4.54M
5
S
5
Surevest
California
$4.47M

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$517K
2
EH
2
Equitable Holdings
New York
$40.4M
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
FA
5
Flagstar Advisors
New York
$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$2.04M +$2.04M +29,585 New
GIA
27
Gladstone Institutional Advisory
Florida
$1.89M +$1.89M +27,402 New
WWM
28
Western Wealth Management
Colorado
$1.88M +$1.66M +24,121 +754%
Citigroup
29
Citigroup
New York
$1.77M +$1.28M +18,540 +260%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.72M +$264K +3,836 +18%
MHS
31
M Holdings Securities
Oregon
$1.61M +$1.61M +23,317 New
FTUS
32
Flow Traders U.S.
New York
$1.51M +$1.22M +17,721 +423%
KPWS
33
Kestra Private Wealth Services
Texas
$1.28M +$12.4K +180 +1%
Citadel Advisors
34
Citadel Advisors
Florida
$1.15M -$579K -8,402 -34%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.1M -$310K -4,505 -22%
Ameriprise
36
Ameriprise
Minnesota
$962K -$136K -1,974 -12%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$947K +$548K +7,954 +137%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$906K -$620 -9 -0.1%
LFAS
39
Level Four Advisory Services
Texas
$867K – – –
VCM
40
Vivaldi Capital Management
Illinois
$801K +$801K +12,381 New
PK
41
Pflug Koory
Nebraska
$722K – – –
BWA
42
Burt Wealth Advisors
Maryland
$677K -$127K -1,839 -16%
PSF
43
Pacific Sun Financial
California
$587K +$15.2K +220 +3%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$580K -$32.6K -473 -5%
TRCT
45
Tower Research Capital (TRC)
New York
$526K +$2.34K +34 +0.4%
IAN
46
Integrated Advisors Network
Texas
$517K -$4.71M -68,368 -90%
TC
47
TAP Consulting
Missouri
$511K -$354K -5,144 -41%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$504K +$20.8K +302 +4%
IA
49
IFP Advisors
Florida
$497K +$497K +3,122 New
JCIA
50
Jackson Creek Investment Advisors
Colorado
$476K +$476K +6,906 New
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