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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

140 hedge funds and large institutions have $409M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
54
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$22.7M
2
LGA
2
Lebenthal Global Advisors
New York
$3.91M
3
EH
3
Equitable Holdings
New York
$33.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12.1M
5
DC
5
Davenport & Co
Virginia
$1.96M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$12.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.9M
4
LPL Financial
4
LPL Financial
California
$11.7M
5
SC
5
Savant Capital
Illinois
$405K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCAMG
26
Woodard & Company Asset Management Group
North Carolina
$3.53M -$73.7K -992 -2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.48M -$203K -2,734 -6%
EWA
28
EP Wealth Advisors
California
$3.26M +$44.6K +600 +1%
Stifel Financial
29
Stifel Financial
Missouri
$3.19M +$148K +1,997 +5%
MEG
30
Millstone Evans Group
Colorado
$3.1M +$3.1M +41,811 New
AA
31
Aire Advisors
California
$2.76M +$59.3K +799 +2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.7M -$56.1K -755 -2%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.57M +$68K +916 +3%
AWS
34
Atria Wealth Solutions
New York
$2.26M -$81.8K -1,101 -3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.24M -$56.7K -763 -2%
FA
36
Flagstar Advisors
New York
$2.11M +$5.42K +73 +0.3%
JSA
37
Jim Saulnier & Associates
Colorado
$1.99M +$444K +5,983 +29%
DC
38
Davenport & Co
Virginia
$1.96M +$840K +11,315 +75%
MFG
39
Merit Financial Group
Georgia
$1.96M -$74.1K -998 -4%
VCM
40
Vivaldi Capital Management
Illinois
$1.73M +$89.6K +1,158 +5%
LI
41
LRI Investments
Florida
$1.68M – – –
Corient Private Wealth
42
Corient Private Wealth
Florida
$1.65M -$71.8K -967 -4%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.61M +$29.7K +400 +2%
CMP
44
Courage Miller Partners
Virginia
$1.55M -$2.45K -33 -0.2%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$1.48M +$282K +3,801 +24%
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$1.42M +$27.2K +366 +2%
PIAS
47
PCA Investment Advisory Services
Ohio
$1.28M -$55.1K -742 -4%
BWA
48
Burt Wealth Advisors
Maryland
$1.11M – – –
M&T Bank
49
M&T Bank
New York
$1.06M – – –
DAS
50
Diversify Advisory Services
Utah
$1.04M -$222K -3,027 -18%
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