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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

72 hedge funds and large institutions have $144M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAN
Integrated Advisors Network
Texas
+$8.72M
2
Citadel Advisors
Citadel Advisors
Florida
+$5.54M
3
RJA
Raymond James & Associates
Florida
+$1.24M
4
EH
Equitable Holdings
New York
+$849K
5
TRCT
Tower Research Capital (TRC)
New York
+$657K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$13.5M
2
Morgan Stanley
Morgan Stanley
New York
-$5.27M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.21M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.61M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$68K – – –
PCG
52
Private Capital Group
Connecticut
$68K – – –
ICM
53
Islay Capital Management
Texas
$39K +$39K +924 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$36K – – –
APWA
55
Atlas Private Wealth Advisors
New Jersey
$35K +$35K +840 New
BAMG
56
Brand Asset Management Group
Missouri
$34K -$895 -21 -3%
CAL
57
Capital Advisors Ltd
Ohio
$33K – – –
ME
58
McIlrath & Eck
Washington
$23K – – –
PAG
59
Private Advisor Group
New Jersey
$22K +$22K +513 New
PFBT
60
Parkside Financial Bank & Trust
Missouri
$21K – – –
CWA
61
Carolina Wealth Advisors
South Carolina
$21K – – –
IF
62
Ironwood Financial
Arizona
$11K – – –
GG
63
Gleason Group
Kentucky
$10K – – –
AIC
64
Archer Investment Corporation
Indiana
$6.82K – – –
CFGS
65
Concourse Financial Group Securities
Alabama
$6K – – –
VCM
66
Versant Capital Management
Arizona
$6K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$5K -$732 -18 -13%
APA
68
American Portfolios Advisors
New York
$4.17K -$17.8K -423 -81%
GWM
69
Geneos Wealth Management
Colorado
$4K +$98 +3 +3%
AA
70
Ancora Advisors
Ohio
$3K +$3K +66 New
SIS
71
Sound Income Strategies
Florida
$2K – – –
GRP
72
Global Retirement Partners
California
$2K – – –
William Blair & Company
73
William Blair & Company
Illinois
$1K – – –
AWM
74
AE Wealth Management
Kansas
– -$410K -11,514 Closed
SS
75
Simplicity Solutions
Minnesota
– -$401K -11,262 Closed
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