IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

84 hedge funds and large institutions have $222M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
22
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$37.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.56M
3
MHS
3
M Holdings Securities
Oregon
$1.43M
4
LPL Financial
4
LPL Financial
California
$6.24M
5
CIC
5
Cornercap Investment Counsel
Georgia
$5.38M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.86M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.56M
3
RJA
3
Raymond James & Associates
Florida
$4.17M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$1.29M
5
TRCT
5
Tower Research Capital (TRC)
New York
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
51
International Assets Investment Management
Florida
$197K – – –
JPLA
52
Joseph P. Lucia & Associates
New York
$157K – – –
TAIM
53
TD Ameritrade Investment Management
Nebraska
$139K – – –
SCA
54
Stonebridge Capital Advisors
Minnesota
$132K +$132K +2,154 New
PCG
55
Private Capital Group
Connecticut
$100K – – –
US Bancorp
56
US Bancorp
Minnesota
$92K -$6.99K -114 -7%
BlackRock
57
BlackRock
New York
$92K +$92K +1,500 New
ICM
58
Islay Capital Management
Texas
$59K – – –
APWA
59
Atlas Private Wealth Advisors
New Jersey
$58K +$6.44K +105 +13%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$50K +$50K +816 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$44K -$8.69K -141 -16%
BAMG
62
Brand Asset Management Group
Missouri
$43K -$2.38K -39 -5%
ME
63
McIlrath & Eck
Washington
$33K – – –
PFBT
64
Parkside Financial Bank & Trust
Missouri
$31K – – –
CWA
65
Carolina Wealth Advisors
South Carolina
$31K – – –
HI
66
Harbour Investments
Wisconsin
$22K +$22K +363 New
CWA
67
Clearview Wealth Advisors
Oregon
$19K – – –
IF
68
Ironwood Financial
Arizona
$17K – – –
MWC
69
MBM Wealth Consultants
Missouri
$17K – – –
RG
70
Retirement Group
California
$17K – – –
GG
71
Gleason Group
Kentucky
$15K +$188 +3 +1%
AF
72
Allworth Financial
California
$15K +$15K +246 New
VCM
73
Versant Capital Management
Arizona
$10K – – –
AIC
74
Archer Investment Corporation
Indiana
$9.96K – – –
GWM
75
Geneos Wealth Management
Colorado
$8K +$2.69K +126 +51%
1 2
3
4