IMCV icon

iShares Morningstar Mid-Cap Value ETF

129 hedge funds and large institutions have $414M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
49
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PSF
51
Pacific Sun Financial
California
$591K
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$575K +$24.6K +363 +4%
DI
53
DDFG Inc
California
$570K +$59.4K +877 +12%
MWP
54
Madison Wealth Partners
Wisconsin
$567K +$22K +325 +4%
SFG
55
Sage Financial Group
Pennsylvania
$522K
JCIA
56
Jackson Creek Investment Advisors
Colorado
$519K +$3.39K +50 +0.7%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$514K -$292K -4,316 -36%
First Manhattan
58
First Manhattan
New York
$504K -$10.9K -161 -2%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$478K -$1.76K -26 -0.4%
PAG
60
Private Advisor Group
New Jersey
$441K +$104K +1,540 +31%
Citigroup
61
Citigroup
New York
$430K -$26.3K -388 -6%
TC
62
TownSquare Capital
Utah
$429K -$244K -3,600 -36%
WWM
63
Western Wealth Management
Colorado
$425K -$211K -3,113 -33%
IWC
64
Integrated Wealth Concepts
Massachusetts
$423K +$4.06K +60 +1%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$406K +$2.24K +33 +0.6%
JJBC
66
James J. Burns & Company
New York
$403K +$3.92K +58 +1%
KAS
67
Kestra Advisory Services
Texas
$401K +$118K +1,742 +42%
JWCA
68
J.W. Cole Advisors
Florida
$393K +$22.9K +338 +6%
Creative Planning
69
Creative Planning
Kansas
$388K
MRCM
70
M&R Capital Management
New Jersey
$369K
PCIA
71
Prime Capital Investment Advisors
Kansas
$359K
ACA
72
Aptus Capital Advisors
Alabama
$355K -$9.35K -138 -3%
GWANC
73
Guardian Wealth Advisors (North Carolina)
North Carolina
$355K -$9.35K -138 -3%
KPWS
74
Kestra Private Wealth Services
Texas
$319K -$160K -2,358 -33%
NIWA
75
New Insight Wealth Advisors
California
$307K +$307K +4,526 New