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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

121 hedge funds and large institutions have $283M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
40
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$50.3M
2
AWS
Atria Wealth Solutions
New York
$2.09M
3
DI
DFPG Investments
Utah
$2.78M
4
Citadel Advisors
Citadel Advisors
Florida
$1.58M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.37M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$16.1M
2
FA
Flagstar Advisors
New York
$2.9M
3
DC
Davenport & Co
Virginia
$564K
4
Osaic Holdings
Osaic Holdings
Arizona
$5.59M
5
RJA
Raymond James & Associates
Florida
$4.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
51
Pacific Sun Financial
California
$533K +$533K +8,610 New
MWP
52
Madison Wealth Partners
Wisconsin
$505K +$53.1K +833 +12%
SFG
53
Sage Financial Group
Pennsylvania
$498K +$12.7K +200 +3%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$498K -$41K -643 -8%
First Manhattan
55
First Manhattan
New York
$483K +$64 +1 +0%
JCIA
56
Jackson Creek Investment Advisors
Colorado
$479K +$4.72K +74 +1%
DI
57
DDFG Inc
California
$459K +$72.6K +1,139 +19%
Citigroup
58
Citigroup
New York
$438K -$382 -6 -0.1%
JJBC
59
James J. Burns & Company
New York
$415K -$418K -6,566 -50%
TRCT
60
Tower Research Capital (TRC)
New York
$390K +$321K +5,039 +467%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$384K +$13.6K +213 +4%
IWC
62
Integrated Wealth Concepts
Massachusetts
$369K -$56.8K -891 -13%
Creative Planning
63
Creative Planning
Kansas
$365K – – –
KAS
64
Kestra Advisory Services
Texas
$350K -$96.7K -1,518 -22%
MRCM
65
M&R Capital Management
New Jersey
$347K – – –
PCIA
66
Prime Capital Investment Advisors
Kansas
$338K – – –
PAG
67
Private Advisor Group
New Jersey
$317K +$382 +6 +0.1%
HighTower Advisors
68
HighTower Advisors
Illinois
$308K – – –
LA
69
Lifeworks Advisors
Michigan
$297K +$297K +4,664 New
SWM
70
SeaCrest Wealth Management
New York
$296K -$16.3K -256 -5%
SAM
71
Summit Asset Management
Tennessee
$285K – – –
PPWM
72
Paragon Private Wealth Management
Kentucky
$283K – – –
CIA
73
Cape Investment Advisory
Georgia
$273K +$64 +1 +0%
KWA
74
Kingswood Wealth Advisors
California
$268K +$268K +4,200 New
CFA
75
Cahill Financial Advisors
Minnesota
$262K +$1.15K +18 +0.4%
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3
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