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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

82 hedge funds and large institutions have $185M invested in iShares Morningstar Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
25
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.15M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.64M
4
Stifel Financial
4
Stifel Financial
Missouri
$694K
5
Wells Fargo
5
Wells Fargo
California
$12.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.1M
2
FAIM
2
Financial Advocates Investment Management
Washington
$580K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.5M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.12M
5
WWM
5
Western Wealth Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
51
Sullivan, Bruyette, Speros & Blaney
Virginia
$234K – – –
TWM
52
Titus Wealth Management
California
$209K -$14.5K -270 -6%
BRC
53
Bell Rock Capital
Delaware
$179K -$2.44K -45 -1%
PMFA
54
Plante Moran Financial Advisors
Michigan
$177K – – –
SCA
55
Stonebridge Capital Advisors
Minnesota
$128K – – –
SB
56
Strategic Blueprint
Georgia
$118K +$118K +2,205 New
JPLA
57
Joseph P. Lucia & Associates
New York
$110K +$14.5K +270 +15%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$109K -$1.76K -33 -2%
FHA
59
Flagship Harbor Advisors
Massachusetts
$96K +$81.5K +1,530 +560%
US Bancorp
60
US Bancorp
Minnesota
$91K – – –
PCG
61
Private Capital Group
Connecticut
$87K – – –
CAL
62
Capital Advisors Ltd
Ohio
$56K – – –
IF
63
Ironwood Financial
Arizona
$54K – – –
BAMG
64
Brand Asset Management Group
Missouri
$49K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$46K – – –
FAAS
66
First Allied Advisory Services
California
$46K +$46K +855 New
UBS AM
67
UBS AM
Illinois
$45.6K – – –
NFG
68
Next Financial Group
Texas
$37K – – –
GWM
69
Geneos Wealth Management
Colorado
$32K – – –
ME
70
McIlrath & Eck
Washington
$29K – – –
PFBT
71
Parkside Financial Bank & Trust
Missouri
$27K – – –
WEC
72
Winslow Evans & Crocker
Massachusetts
$14K – – –
APA
73
American Portfolios Advisors
New York
$13.7K – – –
EIP
74
Ellis Investment Partners
Pennsylvania
$10K – – –
VCM
75
Versant Capital Management
Arizona
$8K – – –
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