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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

139 hedge funds and large institutions have $381M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
44
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
swisspartners Advisors
Switzerland
$6.7M
2
EWA
EP Wealth Advisors
California
$3.32M
3
Osaic Holdings
Osaic Holdings
Arizona
$10.1M
4
Ameriprise
Ameriprise
Minnesota
$3.98M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$20.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$15M
2
Corient Private Wealth
Corient Private Wealth
Florida
$1.77M
3
WCAMG
Woodard & Company Asset Management Group
North Carolina
$3.72M
4
SCM
Steele Capital Management
Iowa
$15.3M
5
MTC
Matrix Trust Company
Colorado
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$3.25M +$146K +1,902 +5%
Stifel Financial
27
Stifel Financial
Missouri
$3.14M +$167K +2,185 +6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.84M -$1.08M -14,133 -28%
AA
29
Aire Advisors
California
$2.78M +$59.6K +777 +2%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.58M -$47.7K -623 -2%
AWS
31
Atria Wealth Solutions
New York
$2.42M -$64.3K -839 -3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.37M +$4.6K +60 +0.2%
FA
33
Flagstar Advisors
New York
$2.17M -$54.2K -707 -2%
MFG
34
Merit Financial Group
Georgia
$2.1M -$49.1K -641 -2%
LI
35
LRI Investments
Florida
$1.77M – – –
Corient Private Wealth
36
Corient Private Wealth
Florida
$1.77M -$2.86M -37,261 -62%
Goldman Sachs
37
Goldman Sachs
New York
$1.66M +$832K +10,854 +101%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.64M -$93.6K -1,221 -5%
VCM
39
Vivaldi Capital Management
Illinois
$1.63M -$28.9K -377 -2%
CMP
40
Courage Miller Partners
Virginia
$1.6M -$9.43K -123 -0.6%
JSA
41
Jim Saulnier & Associates
Colorado
$1.6M +$1.6M +20,850 New
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$1.44M -$328K -4,276 -19%
PIAS
43
PCA Investment Advisory Services
Ohio
$1.37M +$91K +1,187 +7%
DAS
44
Diversify Advisory Services
Utah
$1.33M -$449K -5,826 -25%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$1.24M +$84.5K +1,102 +7%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.19M +$384K +5,009 +48%
DC
47
Davenport & Co
Virginia
$1.16M +$517K +6,749 +80%
BWA
48
Burt Wealth Advisors
Maryland
$1.14M -$30.7K -400 -3%
M&T Bank
49
M&T Bank
New York
$1.09M – – –
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.04M -$65.1K -850 -6%
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