iShares Morningstar Mid-Cap Value ETF
IMCV
IMCV
69 hedge funds and large institutions have $138M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
28% less capital invested
Capital invested by funds: $193M → $138M (-$54.8M)
Holders
69
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$4.4M | |
| 2 | +$2.88M | |
| 3 | +$1.82M | |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.52M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.34M |
Top Sellers
| 1 | -$4.01M | |
| 2 | -$2.06M | |
| 3 | -$1.55M | |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$1.34M |
| 5 |
MWM
Marietta Wealth Management
Marietta,
Georgia
|
-$610K |