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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

121 hedge funds and large institutions have $275M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
43
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$33.6M
2
OWM
2
Orgel Wealth Management
Wisconsin
$19.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.96M
4
Comerica Bank
4
Comerica Bank
Texas
$831K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$813K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$12.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.62M
4
DI
4
DFPG Investments
Utah
$1.31M
5
PK
5
Pflug Koory
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
26
Flagstar Advisors
New York
$2.19M -$588K -9,642 -21%
AWS
27
Atria Wealth Solutions
New York
$2.17M +$164K +2,693 +8%
Stifel Financial
28
Stifel Financial
Missouri
$2.16M +$55.9K +922 +3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.04M +$202K +3,327 +11%
AA
30
Aire Advisors
California
$1.73M +$4.61K +76 +0.3%
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$1.71M -$77.7K -1,283 -4%
PIAS
32
PCA Investment Advisory Services
Ohio
$1.64M +$9.82K +162 +0.6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.62M -$1.34M -22,092 -45%
MHS
34
M Holdings Securities
Oregon
$1.41M +$375K +6,193 +36%
CMP
35
Courage Miller Partners
Virginia
$1.35M -$13.6K -224 -1%
BWA
36
Burt Wealth Advisors
Maryland
$1.32M – – –
DI
37
DFPG Investments
Utah
$1.31M -$1.19M -20,065 -48%
Ameriprise
38
Ameriprise
Minnesota
$1.31M +$100K +1,672 +8%
VCM
39
Vivaldi Capital Management
Illinois
$1.28M -$32.9K -543 -3%
MFG
40
Merit Financial Group
Georgia
$1.2M +$14.8K +244 +1%
M&T Bank
41
M&T Bank
New York
$864K – – –
Comerica Bank
42
Comerica Bank
Texas
$831K +$831K +13,716 New
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$813K +$813K +13,417 New
LFAS
44
Level Four Advisory Services
Texas
$762K – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$722K -$90.5K -1,493 -11%
CAN
46
Cetera Advisor Networks
California
$683K -$19.4K -321 -3%
TC
47
TownSquare Capital
Utah
$602K -$279K -4,608 -32%
WWM
48
Western Wealth Management
Colorado
$569K -$80.3K -1,325 -12%
DC
49
Davenport & Co
Virginia
$540K +$3.33K +55 +0.6%
PSF
50
Pacific Sun Financial
California
$529K +$6.97K +115 +1%
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