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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

75 hedge funds and large institutions have $168M invested in iShares Morningstar Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$4.31M
2
FAT
First American Trust
California
+$1.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.08M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$655K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.55M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$504K
3
WWM
Western Wealth Management
Colorado
-$343K
4
TSS
Two Sigma Securities
New York
-$270K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$223K
Name Holding Trade Value Shares
Change 		Shares
Change %
BRC
51
Bell Rock Capital
Delaware
$182K -$11.2K -213 -6%
PMFA
52
Plante Moran Financial Advisors
Michigan
$171K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$101K +$16.3K +315 +19%
PCG
54
Private Capital Group
Connecticut
$84K – – –
US Bancorp
55
US Bancorp
Minnesota
$64K -$18.9K -360 -23%
CAL
56
Capital Advisors Ltd
Ohio
$54K – – –
IF
57
Ironwood Financial
Arizona
$52K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$47K -$3.92K -75 -8%
BAMG
59
Brand Asset Management Group
Missouri
$47K – – –
UBS AM
60
UBS AM
Illinois
$44.1K – – –
GWM
61
Geneos Wealth Management
Colorado
$32K +$937 +18 +3%
ME
62
McIlrath & Eck
Washington
$28K – – –
PFBT
63
Parkside Financial Bank & Trust
Missouri
$26K – – –
WCM
64
WealthBridge Capital Management
Ohio
$16K – – –
FHA
65
Flagship Harbor Advisors
Massachusetts
$14K -$8.77K -171 -39%
WEC
66
Winslow Evans & Crocker
Massachusetts
$14K – – –
APA
67
American Portfolios Advisors
New York
$13.2K – – –
SIS
68
Sound Income Strategies
Florida
$3K – – –
CFGS
69
Concourse Financial Group Securities
Alabama
$3K – – –
GRP
70
Global Retirement Partners
California
$3K – – –
IWP
71
Icon Wealth Partners
Texas
$2K +$2K +33 New
TAIM
72
TD Ameritrade Investment Management
Nebraska
$1K – – –
SQA
73
Simon Quick Advisors
New Jersey
$1K +$1K +15 New
JPLA
74
Joseph P. Lucia & Associates
New York
$628 +$628 +300,189 New
WWM
75
Western Wealth Management
Colorado
– -$343K -7,437 Closed
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