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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

69 hedge funds and large institutions have $193M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$65.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.01M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.46M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.86M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.86M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
UBS Group
2
UBS Group
Switzerland
$13.4M
3
Jane Street
3
Jane Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$9.55M
5
SAM
5
Summit Asset Management
Tennessee
$268K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$56K -$977 -18 -2%
CAL
52
Capital Advisors Ltd
Ohio
$56K – – –
IF
53
Ironwood Financial
Arizona
$54K – – –
BAMG
54
Brand Asset Management Group
Missouri
$51K – – –
UBS AM
55
UBS AM
Illinois
$45.8K – – –
SPIA
56
Steward Partners Investment Advisory
New York
$34K -$14.6K -270 -30%
GWM
57
Geneos Wealth Management
Colorado
$31K – – –
ME
58
McIlrath & Eck
Washington
$29K – – –
PFBT
59
Parkside Financial Bank & Trust
Missouri
$28K – – –
FHA
60
Flagship Harbor Advisors
Massachusetts
$24K – – –
TRCT
61
Tower Research Capital (TRC)
New York
$16K +$16K +300 New
WEC
62
Winslow Evans & Crocker
Massachusetts
$14K – – –
APA
63
American Portfolios Advisors
New York
$13.8K – – –
IA
64
IFP Advisors
Florida
$4K – – –
AAP
65
Arax Advisory Partners
Colorado
$4K +$174 +3 +5%
SIS
66
Sound Income Strategies
Florida
$3K – – –
TAIM
67
TD Ameritrade Investment Management
Nebraska
$1K – – –
BlackRock
68
BlackRock
New York
$1K +$400 +6 +67%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
– -$679K -12,804 Closed
Jane Street
70
Jane Street
New York
– -$340K -6,405 Closed
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$58K -1,095 Closed
CF
72
Centaurus Financial
California
– -$40K -756 Closed
IWP
73
Icon Wealth Partners
Texas
– -$2K -33 Closed
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