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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

91 hedge funds and large institutions have $234M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
24
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$19.5M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.28M
3
EH
3
Equitable Holdings
New York
$40.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.94M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$817K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$477K
2
Morgan Stanley
2
Morgan Stanley
New York
$47.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.63M
4
IAN
4
Integrated Advisors Network
Texas
$5.34M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
51
Stonebridge Capital Advisors
Minnesota
$270K +$67.5K +718 +33%
WWM
52
Western Wealth Management
Colorado
$250K +$250K +3,889 New
HighTower Advisors
53
HighTower Advisors
Illinois
$249K -$3.08K -48 -1%
SWM
54
SeaCrest Wealth Management
New York
$248K +$248K +3,861 New
DWMG
55
DB Wealth Management Group
California
$246K +$246K +3,826 New
PD
56
Planning Directions
Pennsylvania
$230K -$15.7K -244 -6%
KAS
57
Kestra Advisory Services
Texas
$229K +$229K +3,563 New
PMFA
58
Plante Moran Financial Advisors
Michigan
$212K – – –
WWM
59
Windsor Wealth Management
Indiana
$208K +$208K +3,235 New
JPLA
60
Joseph P. Lucia & Associates
New York
$164K – – –
PCG
61
Private Capital Group
Connecticut
$104K – – –
US Bancorp
62
US Bancorp
Minnesota
$96K – – –
BlackRock
63
BlackRock
New York
$96K – – –
TAIM
64
TD Ameritrade Investment Management
Nebraska
$68K -$103K -1,596 -60%
APWA
65
Atlas Private Wealth Advisors
New Jersey
$61K – – –
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$55K +$2.69K +42 +5%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$53K +$7.52K +118 +17%
APA
68
American Portfolios Advisors
New York
$38.5K +$32.2K +501 +506%
ME
69
McIlrath & Eck
Washington
$35K – – –
CWA
70
Carolina Wealth Advisors
South Carolina
$33K – – –
PFBT
71
Parkside Financial Bank & Trust
Missouri
$33K – – –
HI
72
Harbour Investments
Wisconsin
$23K – – –
AssetMark Inc
73
AssetMark Inc
California
$23K +$23K +365 New
AIP
74
Ameritas Investment Partners
Nebraska
$21K +$21K +330 New
CWA
75
Clearview Wealth Advisors
Oregon
$20K – – –
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