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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

128 hedge funds and large institutions have $348M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
44
Reduced
47
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$23.8M
2
BDF
Black Diamond Financial
Maryland
$6.54M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$17.9M
4
MWM
Marietta Wealth Management
Georgia
$4.97M
5
Morgan Stanley
Morgan Stanley
New York
$56.7M

Top Sellers

1
EH
Equitable Holdings
New York
$27.6M
2
RJA
Raymond James & Associates
Florida
$2.85M
3
Citadel Advisors
Citadel Advisors
Florida
$664K
4
Osaic Holdings
Osaic Holdings
Arizona
$6.53M
5
WCAMG
Woodard & Company Asset Management Group
North Carolina
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSF
51
Pacific Sun Financial
California
$611K -$1.41K -20 -0.2%
JCIA
52
Jackson Creek Investment Advisors
Colorado
$591K +$41.1K +585 +7%
MWP
53
Madison Wealth Partners
Wisconsin
$590K +$8.57K +122 +1%
DC
54
Davenport & Co
Virginia
$589K -$31.8K -453 -5%
SFG
55
Sage Financial Group
Pennsylvania
$526K -$15.8K -225 -3%
LG
56
LaFleur & Godfrey
Michigan
$524K +$168K +2,388 +47%
First Manhattan
57
First Manhattan
New York
$522K +$1.34K +19 +0.3%
LJAC
58
L.J. Altfest & Co
New York
$515K – – –
JJBC
59
James J. Burns & Company
New York
$450K +$450K +6,404 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$445K – – –
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$439K -$46.8K -666 -10%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$423K -$19K -270 -4%
IWC
63
Integrated Wealth Concepts
Massachusetts
$418K +$70 +1 +0%
TRCT
64
Tower Research Capital (TRC)
New York
$411K +$182K +2,591 +80%
Citigroup
65
Citigroup
New York
$405K -$29.2K -415 -7%
DI
66
DDFG Inc
California
$387K +$50.5K +719 +15%
JWCA
67
J.W. Cole Advisors
Florida
$384K -$14.7K -209 -4%
KAS
68
Kestra Advisory Services
Texas
$384K -$35.6K -507 -8%
MRCM
69
M&R Capital Management
New Jersey
$382K – – –
PCIA
70
Prime Capital Investment Advisors
Kansas
$373K – – –
Creative Planning
71
Creative Planning
Kansas
$356K – – –
WJA
72
Willis Johnson & Associates
Texas
$317K +$317K +4,508 New
SAM
73
Summit Asset Management
Tennessee
$314K – – –
WWM
74
Western Wealth Management
Colorado
$311K -$11.4K -162 -4%
CIA
75
Cape Investment Advisory
Georgia
$299K +$140 +2 +0%
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3
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