IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

128 hedge funds and large institutions have $348M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
44
Reduced
47
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$23.8M
2
BDF
Black Diamond Financial
Maryland
$6.54M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$17.9M
4
MWM
Marietta Wealth Management
Georgia
$4.97M
5
Morgan Stanley
Morgan Stanley
New York
$56.7M

Top Sellers

1
EH
Equitable Holdings
New York
$27.6M
2
RJA
Raymond James & Associates
Florida
$2.85M
3
Citadel Advisors
Citadel Advisors
Florida
$664K
4
Osaic Holdings
Osaic Holdings
Arizona
$6.53M
5
WCAMG
Woodard & Company Asset Management Group
North Carolina
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.72M +$97.9K +1,394 +4%
AA
27
Aire Advisors
California
$2.5M -$227K -3,239 -8%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.41M +$15.7K +223 +0.7%
AWS
29
Atria Wealth Solutions
New York
$2.28M +$59.8K +851 +3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.17M +$32.7K +465 +2%
FA
31
Flagstar Advisors
New York
$2.04M -$141K -2,007 -6%
MFG
32
Merit Financial Group
Georgia
$1.97M -$33.6K -478 -2%
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$1.62M -$127K -1,814 -7%
DAS
34
Diversify Advisory Services
Utah
$1.61M +$54.4K +779 +4%
LI
35
LRI Investments
Florida
$1.59M -$9.48K -135 -0.6%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$1.59M +$94.9K +1,351 +6%
VCM
37
Vivaldi Capital Management
Illinois
$1.52M -$26.8K -381 -2%
CMP
38
Courage Miller Partners
Virginia
$1.48M – – –
Ameriprise
39
Ameriprise
Minnesota
$1.3M +$374K +5,333 +41%
PIAS
40
PCA Investment Advisory Services
Ohio
$1.18M -$26.6K -378 -2%
BWA
41
Burt Wealth Advisors
Maryland
$1.08M -$19K -270 -2%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$1.06M +$177K +2,514 +20%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.01M – – –
M&T Bank
44
M&T Bank
New York
$1M – – –
Comerica Bank
45
Comerica Bank
Texas
$942K +$1.34K +19 +0.1%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$925K +$547K +7,791 +145%
LFAS
47
Level Four Advisory Services
Texas
$884K +$211 +3 +0%
Goldman Sachs
48
Goldman Sachs
New York
$757K -$728K -10,369 -49%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$738K -$686K -9,769 -48%
Citadel Advisors
50
Citadel Advisors
Florida
$664K -$2.72M -38,710 -80%
1
2
3 4 5