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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

121 hedge funds and large institutions have $283M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
40
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$50.3M
2
AWS
Atria Wealth Solutions
New York
$2.09M
3
DI
DFPG Investments
Utah
$2.78M
4
Citadel Advisors
Citadel Advisors
Florida
$1.58M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.37M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$16.1M
2
FA
Flagstar Advisors
New York
$2.9M
3
DC
Davenport & Co
Virginia
$564K
4
Osaic Holdings
Osaic Holdings
Arizona
$5.59M
5
RJA
Raymond James & Associates
Florida
$4.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$2.73M -$145K -2,279 -5%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.62M +$305K +4,786 +13%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.37M +$1.52M +23,900 +179%
Stifel Financial
29
Stifel Financial
Missouri
$2.21M -$12.8K -201 -0.6%
AWS
30
Atria Wealth Solutions
New York
$2.09M +$2.09M +32,854 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.93M -$55.9K -877 -3%
RPGK
32
Retirement Planning Group (Kansas)
Kansas
$1.88M -$202K -3,167 -10%
AA
33
Aire Advisors
California
$1.82M +$157K +2,470 +9%
PIAS
34
PCA Investment Advisory Services
Ohio
$1.71M +$166K +2,603 +11%
Citadel Advisors
35
Citadel Advisors
Florida
$1.58M +$1.58M +24,734 New
CMP
36
Courage Miller Partners
Virginia
$1.43M -$39.9K -626 -3%
BWA
37
Burt Wealth Advisors
Maryland
$1.39M +$742K +11,650 +115%
VCM
38
Vivaldi Capital Management
Illinois
$1.38M +$235K +3,684 +20%
Ameriprise
39
Ameriprise
Minnesota
$1.28M -$215K -3,381 -14%
MFG
40
Merit Financial Group
Georgia
$1.24M +$24.9K +391 +2%
MHS
41
M Holdings Securities
Oregon
$1.08M -$384K -6,028 -26%
TC
42
TownSquare Capital
Utah
$926K +$453K +7,113 +96%
M&T Bank
43
M&T Bank
New York
$908K – – –
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$854K -$60K -941 -7%
LFAS
45
Level Four Advisory Services
Texas
$801K – – –
CAN
46
Cetera Advisor Networks
California
$739K -$13.8K -216 -2%
WWM
47
Western Wealth Management
Colorado
$682K -$171K -2,680 -20%
PK
48
Pflug Koory
Nebraska
$668K – – –
DC
49
Davenport & Co
Virginia
$564K -$1.77M -27,721 -76%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$548K -$23.2K -364 -4%
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