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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

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 17 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
44
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
swisspartners Advisors
Switzerland
$6.7M
2
EWA
EP Wealth Advisors
California
$3.32M
3
Osaic Holdings
Osaic Holdings
Arizona
$10.1M
4
Ameriprise
Ameriprise
Minnesota
$3.98M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$20.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$15M
2
Corient Private Wealth
Corient Private Wealth
Florida
$1.77M
3
WCAMG
Woodard & Company Asset Management Group
North Carolina
$3.72M
4
SCM
Steele Capital Management
Iowa
$15.3M
5
MTC
Matrix Trust Company
Colorado
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$1.03M -$1.76K -23 -0.2%
Focus Partners Wealth
52
Focus Partners Wealth
Massachusetts
$1.01M – – –
LFAS
53
Level Four Advisory Services
Texas
$955K +$152 +2 +0%
SC
54
Savant Capital
Illinois
$835K +$835K +10,894 New
PSF
55
Pacific Sun Financial
California
$662K -$4.98K -65 -0.7%
MWP
56
Madison Wealth Partners
Wisconsin
$644K – – –
JCIA
57
Jackson Creek Investment Advisors
Colorado
$604K -$41.4K -540 -6%
LG
58
LaFleur & Godfrey
Michigan
$598K +$27K +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 +$2.45K +32 +0.5%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$470K -$8.66K -113 -2%
Jane Street
64
Jane Street
New York
$467K +$467K +6,091 New
DI
65
DDFG Inc
California
$458K +$35K +457 +8%
IWC
66
Integrated Wealth Concepts
Massachusetts
$456K +$460 +6 +0.1%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$448K -$13.8K -180 -3%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$435K -$51K -665 -10%
Citigroup
69
Citigroup
New York
$425K -$17.1K -223 -4%
KAS
70
Kestra Advisory Services
Texas
$418K -$996 -13 -0.2%
MRCM
71
M&R Capital Management
New Jersey
$417K – – –
JWCA
72
J.W. Cole Advisors
Florida
$416K -$2.61K -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 +$843 +11 +0.2%
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3
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