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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

103 hedge funds and large institutions have $231M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
35
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aspire Capital Advisors
Washington
$3.04M
2
Jane Street
2
Jane Street
New York
$2.79M
3
OAM
3
Oak Asset Management
California
$1.84M
4
UBS Group
4
UBS Group
Switzerland
$6.74M
5
BDF
5
Black Diamond Financial
Maryland
$2.94M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.38M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.41M
3
CIC
3
Cornercap Investment Counsel
Georgia
$0
4
GIA
4
Gladstone Institutional Advisory
Florida
$0
5
LPL Financial
5
LPL Financial
California
$7.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
26
Courage Miller Partners
Virginia
$1.84M -$9.08K -153 -0.5%
OAM
27
Oak Asset Management
California
$1.84M +$1.84M +30,935 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.51M +$34.8K +587 +2%
WWM
29
Western Wealth Management
Colorado
$1.5M -$125K -2,109 -8%
MHS
30
M Holdings Securities
Oregon
$1.38M +$59 +1 +0%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.38M -$7.58M -127,612 -85%
Ameriprise
32
Ameriprise
Minnesota
$1.2M +$365K +6,130 +44%
KPWS
33
Kestra Private Wealth Services
Texas
$1.11M +$4.22K +71 +0.4%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$937K +$142K +2,349 +18%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$931K -$15.3K -258 -2%
M&T Bank
36
M&T Bank
New York
$846K +$642K +10,827 +315%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$839K +$405K +6,828 +93%
VCM
38
Vivaldi Capital Management
Illinois
$776K +$41K +691 +6%
LFAS
39
Level Four Advisory Services
Texas
$747K – – –
CAN
40
Cetera Advisor Networks
California
$691K +$489K +8,240 +243%
BWA
41
Burt Wealth Advisors
Maryland
$668K +$84.5K +1,422 +14%
BFC
42
Bedel Financial Consulting
Indiana
$634K +$628K +10,570 +9,787%
PK
43
Pflug Koory
Nebraska
$622K – – –
TRCT
44
Tower Research Capital (TRC)
New York
$619K +$166K +2,792 +37%
PSF
45
Pacific Sun Financial
California
$554K +$48.1K +810 +10%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$526K +$26.8K +451 +5%
FTUS
47
Flow Traders U.S.
New York
$507K -$794K -13,371 -61%
IA
48
IFP Advisors
Florida
$497K – – –
Citigroup
49
Citigroup
New York
$471K -$1.05M -17,735 -69%
JCIA
50
Jackson Creek Investment Advisors
Colorado
$464K +$22.6K +353 +5%
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