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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

100 hedge funds and large institutions have $215M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
37
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFC
1
Bedel Financial Consulting
Indiana
$2.6M
2
OWM
2
Orgel Wealth Management
Wisconsin
$1.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M
4
MFG
4
Merit Financial Group
Georgia
$1.05M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.82M

Top Sellers

1
EH
1
Equitable Holdings
New York
$28.6M
2
Jane Street
2
Jane Street
New York
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.31M
5
OAM
5
Oak Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWM
26
Orgel Wealth Management
Wisconsin
$1.8M +$1.48M +26,413 +464%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.68M +$378K +6,748 +29%
CMP
28
Courage Miller Partners
Virginia
$1.67M -$57.3K -1,024 -3%
FTUS
29
Flow Traders U.S.
New York
$1.47M +$992K +17,736 +208%
WWM
30
Western Wealth Management
Colorado
$1.46M +$48.1K +859 +3%
MHS
31
M Holdings Securities
Oregon
$1.3M +$56 +1 +0%
Ameriprise
32
Ameriprise
Minnesota
$1.29M +$168K +3,003 +15%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.28M -$148K -2,641 -10%
Citadel Advisors
34
Citadel Advisors
Florida
$1.08M +$1.08M +19,378 New
MFG
35
Merit Financial Group
Georgia
$1.05M +$1.05M +18,781 New
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$952K +$952K +17,026 New
KPWS
37
Kestra Private Wealth Services
Texas
$927K -$117K -2,101 -11%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$904K +$658K +11,764 +268%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$884K +$16.8K +300 +2%
M&T Bank
40
M&T Bank
New York
$798K – – –
VCM
41
Vivaldi Capital Management
Illinois
$798K +$46.7K +813 +6%
LFAS
42
Level Four Advisory Services
Texas
$704K – – –
AA
43
Aire Advisors
California
$650K +$650K +11,625 New
BWA
44
Burt Wealth Advisors
Maryland
$643K +$14.1K +253 +2%
TRCT
45
Tower Research Capital (TRC)
New York
$605K +$21.8K +390 +4%
PK
46
Pflug Koory
Nebraska
$586K – – –
CAN
47
Cetera Advisor Networks
California
$556K -$94.8K -1,695 -15%
IA
48
IFP Advisors
Florida
$507K +$10K +63 +2%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$491K -$4.53K -81 -0.9%
CFO
50
Collective Family Office
Pennsylvania
$480K +$480K +8,586 New
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