We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

139 hedge funds and large institutions have $381M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 45 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $349M → $381M (+$32.6M)

8% more funds holding

Funds holding: 129 → 139 (+10)

1.27% more ownership

Funds ownership: 58.76% → 60.04% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 45

Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
44
Reduced
45
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
swisspartners Advisors
Switzerland
+$7.61M
2
EWA
EP Wealth Advisors
California
+$3.18M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.83M
4
Ameriprise
Ameriprise
Minnesota
+$2.47M
5
IAIM
International Assets Investment Management
Florida
+$1.71M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.5M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$2.74M
3
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$2.36M
4
MTC
Matrix Trust Company
Colorado
-$1.77M
5
SCM
Steele Capital Management
Iowa
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$1.03M -$1.69K -23 -0.2%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$1.01M – – –
LFAS
53
Level Four Advisory Services
Texas
$955K +$147 +2 +0%
SC
54
Savant Capital
Illinois
$835K +$802K +10,894 New
PSF
55
Pacific Sun Financial
California
$662K -$4.78K -65 -0.7%
MWP
56
Madison Wealth Partners
Wisconsin
$644K – – –
JCIA
57
Jackson Creek Investment Advisors
Colorado
$604K -$39.7K -540 -6%
LG
58
LaFleur & Godfrey
Michigan
$598K +$25.9K +352 +5%
SFG
59
Sage Financial Group
Pennsylvania
$574K – – –
First Manhattan
60
First Manhattan
New York
$570K – – –
LJAC
61
L.J. Altfest & Co
New York
$562K – – –
JJBC
62
James J. Burns & Company
New York
$493K +$2.35K +32 +0.5%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$470K -$8.32K -113 -2%
Jane Street
64
Jane Street
New York
$467K +$448K +6,091 New
DI
65
DDFG Inc
California
$458K +$33.6K +457 +8%
IWC
66
Integrated Wealth Concepts
Massachusetts
$456K +$442 +6 +0.1%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$448K -$13.2K -180 -3%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$435K -$48.9K -665 -10%
Citigroup
69
Citigroup
New York
$425K -$16.4K -223 -4%
KAS
70
Kestra Advisory Services
Texas
$418K -$957 -13 -0.2%
MRCM
71
M&R Capital Management
New Jersey
$417K – – –
JWCA
72
J.W. Cole Advisors
Florida
$416K -$2.5K -34 -0.6%
PCIA
73
Prime Capital Investment Advisors
Kansas
$406K – – –
Creative Planning
74
Creative Planning
Kansas
$388K – – –
WJA
75
Willis Johnson & Associates
Texas
$346K +$810 +11 +0.2%
1 2
3
4 5

IMCV Hedge Fund Activity: Q3 2024 in Review

139 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q3 2024, worth a combined $381M — up 9.4% from $349M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IMCV positions and 6 closed out — a net gain of 10 holders — while 44 added to existing stakes and 45 trimmed.

The largest buyer was swisspartners Advisors, opening a new position worth an estimated $7.61M. The largest seller was Bank of America, cutting an estimated $10.5M.

  • 139 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q3 2024, up from 129 in Q2 2024.
  • Funds reported $381M of iShares Morningstar Mid-Cap Value ETF stock for Q3 2024, up 9.4% quarter-over-quarter.
  • 16 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q3 2024 and 6 closed out, a net change of +10 holders.
  • The largest iShares Morningstar Mid-Cap Value ETF buyer in Q3 2024 was swisspartners Advisors, an estimated $7.61M added.
  • The largest iShares Morningstar Mid-Cap Value ETF seller in Q3 2024 was Bank of America, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2024.