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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

131 hedge funds and large institutions have $377M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
34
Reduced
53
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$17.4M
2
Bank of America
2
Bank of America
North Carolina
$22.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.49M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$9.47M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.53M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.9M
2
AFA
2
Arlington Financial Advisors
California
$0
3
EH
3
Equitable Holdings
New York
$38.5M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$5.14M
5
LPL Financial
5
LPL Financial
California
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$3.3M +$468K +6,455 +17%
AA
27
Aire Advisors
California
$2.81M +$29.3K +404 +1%
Stifel Financial
28
Stifel Financial
Missouri
$2.71M +$90.3K +1,245 +3%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.47M -$357K -4,928 -13%
AWS
30
Atria Wealth Solutions
New York
$2.29M -$477K -6,578 -17%
FA
31
Flagstar Advisors
New York
$2.25M -$85.9K -1,184 -4%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.21M -$279K -3,842 -11%
MFG
33
Merit Financial Group
Georgia
$2M -$114K -1,621 -5%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$1.8M -$44.5K -614 -2%
LI
35
LRI Investments
Florida
$1.65M +$1.65M +22,791 New
DAS
36
Diversify Advisory Services
Utah
$1.6M +$1.6M +22,256 New
VCM
37
Vivaldi Capital Management
Illinois
$1.58M +$63.1K +879 +4%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.54M +$923K +12,718 +150%
Goldman Sachs
39
Goldman Sachs
New York
$1.53M +$1.53M +21,149 New
CMP
40
Courage Miller Partners
Virginia
$1.53M -$4.14K -57 -0.3%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.47M +$421K +5,799 +40%
PIAS
42
PCA Investment Advisory Services
Ohio
$1.24M +$229K +3,162 +23%
BWA
43
Burt Wealth Advisors
Maryland
$1.13M +$19.6K +270 +2%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1.05M – – –
M&T Bank
45
M&T Bank
New York
$1.03M – – –
Comerica Bank
46
Comerica Bank
Texas
$971K -$2.61K -36 -0.3%
Ameriprise
47
Ameriprise
Minnesota
$954K -$686K -9,445 -42%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$910K -$94.2K -1,298 -9%
LFAS
49
Level Four Advisory Services
Texas
$852K – – –
CAN
50
Cetera Advisor Networks
California
$710K -$28.7K -395 -4%
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