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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

95 hedge funds and large institutions have $249M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
31
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.96M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.71M
3
Wells Fargo
3
Wells Fargo
California
$21.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$758K

Top Sellers

1
CIC
1
Cornercap Investment Counsel
Georgia
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.58M
3
FTUS
3
Flow Traders U.S.
New York
$286K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.61M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$360K – – –
SAM
52
Summit Asset Management
Tennessee
$306K – – –
FTUS
53
Flow Traders U.S.
New York
$286K -$985K -14,423 -77%
HighTower Advisors
54
HighTower Advisors
Illinois
$267K -$620 -9 -0.2%
FHA
55
Flagship Harbor Advisors
Massachusetts
$259K -$608K -8,918 -70%
KAS
56
Kestra Advisory Services
Texas
$234K -$10.6K -155 -4%
PD
57
Planning Directions
Pennsylvania
$230K -$3.62K -53 -2%
PMFA
58
Plante Moran Financial Advisors
Michigan
$225K -$12.1K -178 -5%
WWM
59
Windsor Wealth Management
Indiana
$224K – – –
WWM
60
Western Wealth Management
Colorado
$218K +$218K +3,201 New
S
61
Surevest
California
$208K +$208K +3,047 New
DWMG
62
DB Wealth Management Group
California
$153K -$141K -2,078 -48%
SCA
63
Stonebridge Capital Advisors
Minnesota
$147K – – –
HNB
64
Huntington National Bank
Ohio
$133K – – –
PCG
65
Private Capital Group
Connecticut
$111K – – –
APA
66
American Portfolios Advisors
New York
$104K +$69.8K +1,023 +205%
US Bancorp
67
US Bancorp
Minnesota
$102K – – –
BlackRock
68
BlackRock
New York
$102K – – –
TAIM
69
TD Ameritrade Investment Management
Nebraska
$100K +$33.7K +494 +51%
RPCONE
70
Retirement Planning Company of New England
Rhode Island
$72K +$72K +1,061 New
NFG
71
Next Financial Group
Texas
$62K -$386K -5,695 -86%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$58K +$1.49K +22 +3%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$56K – – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$54K -$2.8K -41 -5%
OA
75
Operose Advisors
Wisconsin
$44K +$44K +642 New
1 2
3
4 5