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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

67 hedge funds and large institutions have $125M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
20
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.19M
2
Ameriprise
Ameriprise
Minnesota
+$2.92M
3
UBS Group
UBS Group
Switzerland
+$1.32M
4
Morgan Stanley
Morgan Stanley
New York
+$729K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$684K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.9M
2
RJA
Raymond James & Associates
Florida
-$1.88M
3
Bank of America
Bank of America
North Carolina
-$1.15M
4
LPL Financial
LPL Financial
California
-$422K
5
Axa
Axa
France
-$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
51
Ironwood Financial
Arizona
$52K – – –
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K -$10.4K -201 -17%
SPIA
53
Steward Partners Investment Advisory
New York
$46K +$18.2K +354 +65%
UBS AM
54
UBS AM
Illinois
$44.1K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$40K -$3.47K -66 -8%
GWM
56
Geneos Wealth Management
Colorado
$30K -$15.1K -297 -33%
ME
57
McIlrath & Eck
Washington
$28K – – –
PFBT
58
Parkside Financial Bank & Trust
Missouri
$27K +$27K +510 New
APA
59
American Portfolios Advisors
New York
$13.3K – – –
WEC
60
Winslow Evans & Crocker
Massachusetts
$12.9K – – –
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +102 New
IA
62
IFP Advisors
Florida
$4K – – –
AAP
63
Arax Advisory Partners
Colorado
$3K -$273 -6 -8%
SIS
64
Sound Income Strategies
Florida
$3K – – –
TAIM
65
TD Ameritrade Investment Management
Nebraska
$1K +$167 +3 +20%
Citadel Advisors
66
Citadel Advisors
Florida
– -$1.9M -35,739 Closed
RJA
67
Raymond James & Associates
Florida
– -$1.88M -35,436 Closed
Goldman Sachs
68
Goldman Sachs
New York
– -$299K -5,628 Closed
CAN
69
Cetera Advisor Networks
California
– -$257K -4,830 Closed
CWM
70
Cornerstone Wealth Management
Missouri
– -$203K -3,768 Closed
AF
71
Advisornet Financial
Minnesota
– -$20K -369 Closed
SWP
72
Stratos Wealth Partners
Ohio
– -$16K -300 Closed
IWP
73
Icon Wealth Partners
Texas
– -$2K -33 Closed
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