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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

66 hedge funds and large institutions have $130M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
20
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$14.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.11M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.18M
4
Axa
4
Axa
France
$21.8M
5
CWM
5
Cornerstone Wealth Management
Missouri
$1.01M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.68M
3
Jane Street
3
Jane Street
New York
$340K
4
F
4
F3Logic
Minnesota
$0
5
VDI
5
Vaughan David Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$48K – – –
UBS AM
52
UBS AM
Illinois
$45K – – –
CF
53
Centaurus Financial
California
$40K +$40K +756 New
GWM
54
Geneos Wealth Management
Colorado
$31K – – –
ME
55
McIlrath & Eck
Washington
$29K – – –
PFBT
56
Parkside Financial Bank & Trust
Missouri
$27K – – –
FHA
57
Flagship Harbor Advisors
Massachusetts
$23K +$23K +444 New
WEC
58
Winslow Evans & Crocker
Massachusetts
$14K – – –
APA
59
American Portfolios Advisors
New York
$13.5K – – –
IA
60
IFP Advisors
Florida
$4K – – –
AAP
61
Arax Advisory Partners
Colorado
$3K – – –
SIS
62
Sound Income Strategies
Florida
$3K – – –
IWP
63
Icon Wealth Partners
Texas
$2K +$2K +33 New
TAIM
64
TD Ameritrade Investment Management
Nebraska
$1K – – –
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– -$4.24M -81,435 Closed
F
66
F3Logic
Minnesota
– -$569K -10,953 Closed
VDI
67
Vaughan David Investments
Illinois
– -$452K -8,700 Closed
VF
68
Virtu Financial
New York
– -$261K -5,010 Closed
PAG
69
Private Advisor Group
New Jersey
– -$244K -4,689 Closed
TWM
70
Titus Wealth Management
California
– -$220K -4,230 Closed
PWM
71
Perigon Wealth Management
California
– -$78K -1,500 Closed
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
– -$5K -102 Closed
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