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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

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.

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
49
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$110M
2
AFA
2
Arlington Financial Advisors
California
$12.7M
3
LPL Financial
3
LPL Financial
California
$14.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.5M
5
EH
5
Equitable Holdings
New York
$40.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$980K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.38M
3
Wells Fargo
3
Wells Fargo
California
$13.1M
4
PIAS
4
PCA Investment Advisory Services
Ohio
$945K
5
BWA
5
Burt Wealth Advisors
Maryland
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.64M +$831K +12,269 +46%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.64M -$17.9K -265 -0.7%
AA
28
Aire Advisors
California
$2.6M +$663K +9,784 +34%
AWS
29
Atria Wealth Solutions
New York
$2.58M +$175K +2,590 +7%
Stifel Financial
30
Stifel Financial
Missouri
$2.45M +$31.1K +459 +1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.32M +$40K +591 +2%
FA
32
Flagstar Advisors
New York
$2.18M -$250K -3,690 -10%
MFG
33
Merit Financial Group
Georgia
$2.04M +$700K +10,336 +52%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$1.72M -$185K -2,736 -10%
MHS
35
M Holdings Securities
Oregon
$1.57M – – –
Ameriprise
36
Ameriprise
Minnesota
$1.53M +$55.7K +823 +4%
DI
37
DFPG Investments
Utah
$1.51M +$32.9K +490 +2%
CMP
38
Courage Miller Partners
Virginia
$1.43M -$77.1K -1,139 -5%
VCM
39
Vivaldi Capital Management
Illinois
$1.4M -$2.38K -36 -0.2%
BWA
40
Burt Wealth Advisors
Maryland
$1.04M -$439K -6,488 -30%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$980K -$1.47M -21,755 -60%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$976K +$976K +14,415 New
M&T Bank
43
M&T Bank
New York
$966K – – –
PIAS
44
PCA Investment Advisory Services
Ohio
$945K -$886K -13,084 -48%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$938K +$28.9K +427 +3%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$930K +$930K +13,732 New
Comerica Bank
47
Comerica Bank
Texas
$909K -$19.8K -292 -2%
LFAS
48
Level Four Advisory Services
Texas
$852K – – –
CAN
49
Cetera Advisor Networks
California
$689K -$74.4K -1,099 -10%
DC
50
Davenport & Co
Virginia
$598K -$5.08K -75 -0.8%
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