iShares Morningstar Mid-Cap Value ETF
IMCV
IMCV
129 hedge funds and large institutions have $414M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
14.15% more ownership
Funds ownership: 55.29% → 69.44% (+14%)
7% more funds holding
Funds holding: 121 → 129 (+8)
Holders
129
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$56.8M | |
| 2 | +$12.7M | |
| 3 | +$7.42M | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.3M |
| 5 |
EH
Equitable Holdings
New York
|
+$2.89M |
Top Sellers
| 1 | -$1.47M | |
| 2 | -$1.4M | |
| 3 | -$1.02M | |
| 4 |
PIAS
PCA Investment Advisory Services
Cincinnati,
Ohio
|
-$886K |
| 5 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$439K |