IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

71 hedge funds and large institutions have $131M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 14 closing their positions.

Holders
71
Holders Change
-8
Holders Change %
-10.13%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
26
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$33M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.79M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.93M
4
Wells Fargo
4
Wells Fargo
California
$9.07M
5
Jane Street
5
Jane Street
New York
$750K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.7M
2
Ameriprise
2
Ameriprise
Minnesota
$12.5M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$877K
4
RJA
4
Raymond James & Associates
Florida
$1.93M
5
FSC
5
Full Sail Capital
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCG
51
Private Capital Group
Connecticut
$58K 1,620 – –
S
52
SignatureFD
Georgia
$49K 1,374 – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$30K 855 – –
BAMG
54
Brand Asset Management Group
Missouri
$29K 819 – –
CAL
55
Capital Advisors Ltd
Ohio
$28K 777 -264 -25%
CS
56
Capital Square
Tennessee
$28K 792 +792 New
ME
57
McIlrath & Eck
Washington
$19K 540 – –
APA
58
American Portfolios Advisors
New York
$18.6K 522 +3 +0.6%
PFBT
59
Parkside Financial Bank & Trust
Missouri
$18K 510 – –
CWA
60
Carolina Wealth Advisors
South Carolina
$18K 510 – –
SWA
61
Stratos Wealth Advisors
Ohio
$17K 480 +480 New
IF
62
Ironwood Financial
Arizona
$10K 273 -660 -71%
GG
63
Gleason Group
Kentucky
$8K 234 +3 +1%
AIC
64
Archer Investment Corporation
Indiana
$6K 162 – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$5K 141 -1,893 -93%
VCM
66
Versant Capital Management
Arizona
$5K 156 – –
CFGS
67
Concourse Financial Group Securities
Alabama
$5K 135 – –
GWM
68
Geneos Wealth Management
Colorado
$4K 120 -339 -74%
SIS
69
Sound Income Strategies
Florida
$2K 54 – –
GRP
70
Global Retirement Partners
California
$2K 54 – –
NL
71
NWAM LLC
Washington
$1.35K 37,998 +3,612 +11%
William Blair & Company
72
William Blair & Company
Illinois
$1K 30 – –
FSC
73
Full Sail Capital
Oklahoma
– – -10,251 Closed
PAG
74
Private Advisor Group
New Jersey
– – -9,411 Closed
CAN
75
Cetera Advisor Networks
California
– – -8,784 Closed
1 2
3
4