iShares Morningstar Mid-Cap Value ETF
IMCV
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 16 funds opening new positions, 44 increasing their positions, 45 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
9% more capital invested
Capital invested by funds: $349M → $381M (+$32.6M)
8% more funds holding
Funds holding: 129 → 139 (+10)
1.27% more ownership
Funds ownership: 58.76% → 60.04% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
swisspartners Advisors
Zurich,
Switzerland
|
+$7.61M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$3.18M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.83M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.47M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.5M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$2.74M |
| 3 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$2.36M |
| 4 |
MTC
Matrix Trust Company
Denver,
Colorado
|
-$1.77M |
| 5 |
SCM
Steele Capital Management
Dubuque,
Iowa
|
-$1.77M |
IMCV Hedge Fund Activity: Q3 2024 in Review
139 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q3 2024, worth a combined $381M — up 9.4% from $349M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IMCV positions and 6 closed out — a net gain of 10 holders — while 44 added to existing stakes and 45 trimmed.
The largest buyer was swisspartners Advisors, opening a new position worth an estimated $7.61M. The largest seller was Bank of America, cutting an estimated $10.5M.
- 139 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q3 2024, up from 129 in Q2 2024.
- Funds reported $381M of iShares Morningstar Mid-Cap Value ETF stock for Q3 2024, up 9.4% quarter-over-quarter.
- 16 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q3 2024 and 6 closed out, a net change of +10 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q3 2024 was swisspartners Advisors, an estimated $7.61M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q3 2024 was Bank of America, an estimated $10.5M sold.
Based on aggregated 13F filings for Q3 2024.