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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

121 hedge funds and large institutions have $261M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
43
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$17.6M
2
WCAMG
2
Woodard & Company Asset Management Group
North Carolina
$5.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.81M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.88M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.07M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.4M
2
EH
2
Equitable Holdings
New York
$28.5M
3
Wells Fargo
3
Wells Fargo
California
$19.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$826K
5
FA
5
Flagstar Advisors
New York
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$2.25M -$130K -2,108 -5%
Stifel Financial
27
Stifel Financial
Missouri
$2.16M +$84.2K +1,360 +4%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$2.02M -$319K -5,157 -14%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.93M +$159K +2,566 +9%
AA
30
Aire Advisors
California
$1.61M -$139K -2,253 -8%
PIAS
31
PCA Investment Advisory Services
Ohio
$1.5M +$1.5M +24,279 New
Ameriprise
32
Ameriprise
Minnesota
$1.45M +$159K +2,559 +12%
CMP
33
Courage Miller Partners
Virginia
$1.43M -$364K -5,878 -20%
MHS
34
M Holdings Securities
Oregon
$1.43M -$7.55K -122 -0.5%
MFG
35
Merit Financial Group
Georgia
$1.18M -$139K -2,254 -11%
VCM
36
Vivaldi Capital Management
Illinois
$1.11M +$142K +2,298 +15%
DI
37
DFPG Investments
Utah
$1.1M +$1.1M +17,842 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$887K -$34.4K -557 -4%
M&T Bank
39
M&T Bank
New York
$882K – – –
WWM
40
Western Wealth Management
Colorado
$829K +$32.4K +523 +4%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$826K -$1.6M -25,802 -66%
JJBC
42
James J. Burns & Company
New York
$810K +$563K +9,093 +228%
LFAS
43
Level Four Advisory Services
Texas
$779K – – –
CAN
44
Cetera Advisor Networks
California
$731K +$80.9K +1,308 +12%
PK
45
Pflug Koory
Nebraska
$649K – – –
BWA
46
Burt Wealth Advisors
Maryland
$630K -$397K -6,420 -39%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$554K +$107K +1,735 +24%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$523K +$14.5K +234 +3%
SFG
49
Sage Financial Group
Pennsylvania
$472K +$42.3K +683 +10%
First Manhattan
50
First Manhattan
New York
$469K +$469K +7,571 +84,122%
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