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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

111 hedge funds and large institutions have $261M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+11
Holders Change %
+11%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
35
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$10.9M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$47.5M
4
Mariner
4
Mariner
Kansas
$2.49M
5
Bank of America
5
Bank of America
North Carolina
$14.7M

Top Sellers

1
ACA
1
Aspire Capital Advisors
Washington
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.78M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
WWM
5
Western Wealth Management
Colorado
$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
51
Paragon Private Wealth Management
Kentucky
$396K +$1.55K +25 +0.4%
Creative Planning
52
Creative Planning
Kansas
$380K +$75.4K +1,215 +25%
NL
53
NWAM LLC
Washington
$380K +$71.7K +1,155 +23%
TC
54
TownSquare Capital
Utah
$374K +$374K +6,030 New
KPWS
55
Kestra Private Wealth Services
Texas
$367K -$661K -10,658 -64%
CFO
56
Collective Family Office
Pennsylvania
$366K -$167K -2,693 -31%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$361K -$46.5K -749 -11%
KAS
58
Kestra Advisory Services
Texas
$355K +$26.2K +423 +8%
MRCM
59
M&R Capital Management
New Jersey
$338K – – –
PCIA
60
Prime Capital Investment Advisors
Kansas
$329K – – –
MWP
61
Madison Wealth Partners
Wisconsin
$328K +$328K +5,285 New
HighTower Advisors
62
HighTower Advisors
Illinois
$304K +$29.9K +485 +11%
SWM
63
SeaCrest Wealth Management
New York
$291K +$2.05K +33 +0.7%
SAM
64
Summit Asset Management
Tennessee
$278K – – –
CFA
65
Cahill Financial Advisors
Minnesota
$253K +$3.66K +59 +1%
JJBC
66
James J. Burns & Company
New York
$247K +$247K +3,986 New
DI
67
DDFG Inc
California
$243K +$243K +3,916 New
MIC
68
Means Investment Company
Maine
$235K +$235K +3,795 New
FHA
69
Flagship Harbor Advisors
Massachusetts
$228K -$3.6K -58 -2%
PD
70
Planning Directions
Pennsylvania
$210K +$210K +3,377 New
WWM
71
Windsor Wealth Management
Indiana
$208K +$208K +3,235 New
PMFA
72
Plante Moran Financial Advisors
Michigan
$205K – – –
LWM
73
Laidlaw Wealth Management
New York
$205K +$205K +3,300 New
SCA
74
Stonebridge Capital Advisors
Minnesota
$134K – – –
ACA
75
Aptus Capital Advisors
Alabama
$129K +$129K +2,079 New
1 2
3
4 5