iShares Morningstar Mid-Cap Value ETF
IMCV
54 hedge funds and large institutions have $111M invested in iShares Morningstar Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 2 closing their positions.
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
500% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 4
69% more capital invested
Capital invested by funds: $66.1M → $111M (+$45.4M)
32% more funds holding
Funds holding: 41 → 54 (+13)
1.96% more ownership
Funds ownership: 98.65% → 100.6% (+2%)
Top Buyers
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$9.94M |
| 2 |
Jane Street
New York
|
+$6.67M |
| 3 |
Axa
Paris,
France
|
+$6.53M |
| 4 |
Morgan Stanley
New York
|
+$3.89M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.74M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $6K | – | – | – |
|
|
LWM
52
Lenox Wealth Management
Cincinnati,
Ohio
| $5K | – | – | – |
|
|
AAP
53
Arax Advisory Partners
Denver,
Colorado
| $3K | +$3.33K | +72 | New |
|
|
CAN
54
Cetera Advisor Networks
El Segundo,
California
| – | -$219K | -4,902 | Closed |
|
|
SAM
55
SignalPoint Asset Management
Springfield,
Missouri
| – | -$207K | -4,623 | Closed |
|
IMCV Hedge Fund Activity: Q4 2016 in Review
54 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q4 2016, worth a combined $111M — up 69% from $66.1M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IMCV positions and 2 closed out — a net gain of 13 holders — while 24 added to existing stakes and 4 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $9.94M. The largest seller was LPL Financial, cutting an estimated $2.09M.
- 54 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q4 2016, up from 41 in Q3 2016.
- Funds reported $111M of iShares Morningstar Mid-Cap Value ETF stock for Q4 2016, up 69% quarter-over-quarter.
- 15 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q4 2016 and 2 closed out, a net change of +13 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q4 2016 was Brookstone Capital Management, an estimated $9.94M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q4 2016 was LPL Financial, an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2016.