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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

78 hedge funds and large institutions have $186M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
19
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.52M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.95M
4
Bank of America
4
Bank of America
North Carolina
$8.4M
5
FTUS
5
Flow Traders U.S.
New York
$560K

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$6.4M
2
AAS
2
Avantax Advisory Services
Texas
$2.28M
3
NL
3
NWAM LLC
Washington
$334K
4
CIC
4
Cornercap Investment Counsel
Georgia
$3.94M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
51
Plante Moran Financial Advisors
Michigan
$172K – – –
TAIM
52
TD Ameritrade Investment Management
Nebraska
$139K -$13.7K -261 -9%
JPLA
53
Joseph P. Lucia & Associates
New York
$133K +$133K +2,550 New
PCG
54
Private Capital Group
Connecticut
$85K – – –
US Bancorp
55
US Bancorp
Minnesota
$84K – – –
PWM
56
Perigon Wealth Management
California
$78K +$78K +1,500 New
ICM
57
Islay Capital Management
Texas
$50K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$45K – – –
APWA
59
Atlas Private Wealth Advisors
New Jersey
$44K – – –
BAMG
60
Brand Asset Management Group
Missouri
$39K – – –
ME
61
McIlrath & Eck
Washington
$28K – – –
PFBT
62
Parkside Financial Bank & Trust
Missouri
$27K – – –
CWA
63
Carolina Wealth Advisors
South Carolina
$27K – – –
CWA
64
Clearview Wealth Advisors
Oregon
$16K +$16K +315 New
GWM
65
Geneos Wealth Management
Colorado
$15K +$7.59K +126 +102%
MWC
66
MBM Wealth Consultants
Missouri
$15K +$15K +279 New
IF
67
Ironwood Financial
Arizona
$14K – – –
RG
68
Retirement Group
California
$14K +$14K +282 New
GG
69
Gleason Group
Kentucky
$12K – – –
AIC
70
Archer Investment Corporation
Indiana
$8.45K – – –
VCM
71
Versant Capital Management
Arizona
$8K – – –
CFGS
72
Concourse Financial Group Securities
Alabama
$7K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$6K – – –
APA
74
American Portfolios Advisors
New York
$5.16K – – –
ASN
75
Advisory Services Network
Georgia
$4K -$163K -2,814 -98%
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3
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