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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

111 hedge funds and large institutions have $261M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+11
Holders Change %
+11%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
35
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$10.9M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$47.5M
4
Mariner
4
Mariner
Kansas
$2.49M
5
Bank of America
5
Bank of America
North Carolina
$14.7M

Top Sellers

1
ACA
1
Aspire Capital Advisors
Washington
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.78M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
WWM
5
Western Wealth Management
Colorado
$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.39M +$95.8K +1,544 +4%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$2.34M +$1.29M +20,761 +122%
DC
28
Davenport & Co
Virginia
$2.22M +$142K +2,296 +7%
Stifel Financial
29
Stifel Financial
Missouri
$2.08M -$27.3K -440 -1%
CMP
30
Courage Miller Partners
Virginia
$1.8M -$59.5K -959 -3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.78M -$1.29M -20,825 -42%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.78M +$362K +5,833 +26%
AA
33
Aire Advisors
California
$1.76M +$1.03M +16,673 +143%
MHS
34
M Holdings Securities
Oregon
$1.44M -$8.94K -144 -0.6%
MFG
35
Merit Financial Group
Georgia
$1.33M +$161K +2,587 +14%
Ameriprise
36
Ameriprise
Minnesota
$1.3M -$136K -2,191 -9%
BWA
37
Burt Wealth Advisors
Maryland
$1.03M +$316K +5,095 +44%
VCM
38
Vivaldi Capital Management
Illinois
$1.01M +$116K +1,799 +13%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$924K -$56.2K -906 -6%
M&T Bank
40
M&T Bank
New York
$885K – – –
WWM
41
Western Wealth Management
Colorado
$799K -$819K -13,203 -51%
LFAS
42
Level Four Advisory Services
Texas
$781K – – –
CAN
43
Cetera Advisor Networks
California
$652K +$35.4K +570 +6%
PK
44
Pflug Koory
Nebraska
$650K – – –
PSF
45
Pacific Sun Financial
California
$529K +$1.55K +25 +0.3%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$510K -$35K -564 -6%
JCIA
47
Jackson Creek Investment Advisors
Colorado
$454K -$6.33K -102 -1%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$448K +$11K +177 +3%
SFG
49
Sage Financial Group
Pennsylvania
$431K +$28.2K +455 +7%
Citigroup
50
Citigroup
New York
$420K -$54.1K -872 -11%
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