IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

121 hedge funds and large institutions have $261M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
43
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$17.6M
2
WCAMG
2
Woodard & Company Asset Management Group
North Carolina
$5.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.81M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.88M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.07M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.4M
2
EH
2
Equitable Holdings
New York
$28.5M
3
Wells Fargo
3
Wells Fargo
California
$19.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$826K
5
FA
5
Flagstar Advisors
New York
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCIA
51
Jackson Creek Investment Advisors
Colorado
$461K +$7.99K +129 +2%
TC
52
TownSquare Capital
Utah
$459K +$86.4K +1,396 +23%
MWP
53
Madison Wealth Partners
Wisconsin
$439K +$112K +1,807 +34%
KAS
54
Kestra Advisory Services
Texas
$434K +$79.6K +1,287 +22%
Citigroup
55
Citigroup
New York
$426K +$7.18K +116 +2%
IWC
56
Integrated Wealth Concepts
Massachusetts
$414K +$414K +6,686 New
DI
57
DDFG Inc
California
$376K +$133K +2,153 +55%
CFO
58
Collective Family Office
Pennsylvania
$365K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$360K – – –
KPWS
60
Kestra Private Wealth Services
Texas
$358K -$8.05K -130 -2%
Creative Planning
61
Creative Planning
Kansas
$354K -$25.1K -405 -7%
MRCM
62
M&R Capital Management
New Jersey
$337K – – –
PCIA
63
Prime Capital Investment Advisors
Kansas
$328K – – –
NL
64
NWAM LLC
Washington
$307K -$71.5K -1,155 -19%
PAG
65
Private Advisor Group
New Jersey
$307K +$307K +4,965 New
SWM
66
SeaCrest Wealth Management
New York
$304K +$13.6K +220 +5%
HighTower Advisors
67
HighTower Advisors
Illinois
$296K -$8.51K -138 -3%
SAM
68
Summit Asset Management
Tennessee
$277K – – –
PPWM
69
Paragon Private Wealth Management
Kentucky
$275K -$120K -1,944 -30%
CIA
70
Cape Investment Advisory
Georgia
$265K +$265K +4,291 New
JWCA
71
J.W. Cole Advisors
Florida
$254K +$254K +4,112 New
CFA
72
Cahill Financial Advisors
Minnesota
$253K +$1.49K +24 +0.6%
FHA
73
Flagship Harbor Advisors
Massachusetts
$227K -$309 -5 -0.1%
MIC
74
Means Investment Company
Maine
$224K -$11.1K -180 -5%
TCPG
75
Trivant Custom Portfolio Group
California
$208K +$208K +3,354 New
1 2
3
4 5