iShares Morningstar Mid-Cap Value ETF
IMCV
IMCV
100 hedge funds and large institutions have $215M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
7% less capital invested
Capital invested by funds: $231M → $215M (-$16.1M)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Holders
100
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.94M | |
| 2 | +$1.48M | |
| 3 | +$1.08M | |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$1.05M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.03M |
Top Sellers
| 1 | -$3.85M | |
| 2 | -$2.79M | |
| 3 | -$2.44M | |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$2.18M |
| 5 |
OAM
Oak Asset Management
Westlake Village,
California
|
-$1.84M |