IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

79 hedge funds and large institutions have $188M invested in iShares Morningstar Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
25
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.72M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.54M
3
Bank of America
3
Bank of America
North Carolina
$8.48M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.91M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$679K

Top Sellers

1
Axa
1
Axa
France
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.93M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Ameriprise
4
Ameriprise
Minnesota
$24.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
51
Titus Wealth Management
California
$219K – – –
PMFA
52
Plante Moran Financial Advisors
Michigan
$186K – – –
BRC
53
Bell Rock Capital
Delaware
$147K -$39.2K -696 -21%
JPLA
54
Joseph P. Lucia & Associates
New York
$143K +$27.8K +495 +24%
SCA
55
Stonebridge Capital Advisors
Minnesota
$134K – – –
FHA
56
Flagship Harbor Advisors
Massachusetts
$127K +$25.4K +450 +25%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$114K -$504 -9 -0.4%
US Bancorp
58
US Bancorp
Minnesota
$95K – – –
PCG
59
Private Capital Group
Connecticut
$91K – – –
S
60
SignatureFD
Georgia
$77K +$77K +1,374 New
CAL
61
Capital Advisors Ltd
Ohio
$59K – – –
IF
62
Ironwood Financial
Arizona
$52K -$4.01K -72 -7%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$48K – – –
BAMG
64
Brand Asset Management Group
Missouri
$46K -$4.89K -87 -10%
ME
65
McIlrath & Eck
Washington
$30K – – –
APA
66
American Portfolios Advisors
New York
$29.1K +$14.8K +264 +104%
PFBT
67
Parkside Financial Bank & Trust
Missouri
$29K – – –
CWA
68
Carolina Wealth Advisors
South Carolina
$29K +$29K +510 New
GWM
69
Geneos Wealth Management
Colorado
$25K -$8.66K -159 -26%
WEC
70
Winslow Evans & Crocker
Massachusetts
$16K – – –
GG
71
Gleason Group
Kentucky
$13K +$13K +231 New
EIP
72
Ellis Investment Partners
Pennsylvania
$10K – – –
AIC
73
Archer Investment Corporation
Indiana
$9K +$9K +162 New
VCM
74
Versant Capital Management
Arizona
$8K – – –
CFGS
75
Concourse Financial Group Securities
Alabama
$8K +$4.44K +75 +125%
1 2
3
4