IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

70 hedge funds and large institutions have $157M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
17
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.22M
2
CIC
Cornercap Investment Counsel
Georgia
$3.84M
3
AAS
Avantax Advisory Services
Texas
$5.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.49M
5
NFG
Next Financial Group
Texas
$194K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$4.52M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$1.69M
3
Morgan Stanley
Morgan Stanley
New York
$34.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$912K
5
FFN
Focus Financial Network
Minnesota
$610K
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
51
Islay Capital Management
Texas
$42K +$1.32K +30 +3%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$39K +$39K +900 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$37K – – –
APWA
54
Atlas Private Wealth Advisors
New Jersey
$37K – – –
PFS
55
Prospera Financial Services
Texas
$36K +$36K +825 New
BAMG
56
Brand Asset Management Group
Missouri
$32K -$2.32K -54 -7%
ME
57
McIlrath & Eck
Washington
$24K – – –
PFBT
58
Parkside Financial Bank & Trust
Missouri
$22K – – –
CWA
59
Carolina Wealth Advisors
South Carolina
$22K – – –
IF
60
Ironwood Financial
Arizona
$12K – – –
GG
61
Gleason Group
Kentucky
$10K +$127 +3 +1%
AIC
62
Archer Investment Corporation
Indiana
$7.08K – – –
CFGS
63
Concourse Financial Group Securities
Alabama
$6K – – –
VCM
64
Versant Capital Management
Arizona
$6K – – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$5K -$125 -3 -2%
GWM
66
Geneos Wealth Management
Colorado
$5K – – –
APA
67
American Portfolios Advisors
New York
$4.32K – – –
AA
68
Ancora Advisors
Ohio
$3K – – –
SIS
69
Sound Income Strategies
Florida
$2K – – –
GRP
70
Global Retirement Partners
California
$2K – – –
William Blair & Company
71
William Blair & Company
Illinois
$1K – – –
Jane Street
72
Jane Street
New York
– -$308K -7,320 Closed
HighTower Advisors
73
HighTower Advisors
Illinois
– -$238K -5,661 Closed
CAN
74
Cetera Advisor Networks
California
– -$118K -2,802 Closed
JPLA
75
Joseph P. Lucia & Associates
New York
– -$107K -2,550 Closed
1 2
3
4