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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

140 hedge funds and large institutions have $409M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
54
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$22.7M
2
LGA
2
Lebenthal Global Advisors
New York
$3.91M
3
EH
3
Equitable Holdings
New York
$33.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12.1M
5
DC
5
Davenport & Co
Virginia
$1.96M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$12.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.9M
4
LPL Financial
4
LPL Financial
California
$11.7M
5
SC
5
Savant Capital
Illinois
$405K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.02M +$15.3K +206 +2%
Comerica Bank
52
Comerica Bank
Texas
$994K -$223 -3 -0%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$988K -$164K -2,207 -14%
LFAS
54
Level Four Advisory Services
Texas
$918K -$16.5K -222 -2%
JCIA
55
Jackson Creek Investment Advisors
Colorado
$675K +$90.2K +1,215 +15%
PSF
56
Pacific Sun Financial
California
$642K – – –
MWP
57
Madison Wealth Partners
Wisconsin
$624K – – –
LG
58
LaFleur & Godfrey
Michigan
$615K +$35.6K +479 +6%
SFG
59
Sage Financial Group
Pennsylvania
$556K – – –
First Manhattan
60
First Manhattan
New York
$552K – – –
LJAC
61
L.J. Altfest & Co
New York
$544K – – –
DI
62
DDFG Inc
California
$522K +$78.6K +1,059 +18%
FHA
63
Flagship Harbor Advisors
Massachusetts
$489K +$179K +2,404 +58%
JJBC
64
James J. Burns & Company
New York
$480K +$2.38K +32 +0.5%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$459K +$3.49K +47 +0.8%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$446K +$169K +2,282 +61%
IWC
67
Integrated Wealth Concepts
Massachusetts
$442K +$74 +1 +0%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$421K – – –
Creative Planning
69
Creative Planning
Kansas
$415K +$38.8K +522 +10%
KAS
70
Kestra Advisory Services
Texas
$406K +$1.71K +23 +0.4%
SC
71
Savant Capital
Illinois
$405K -$404K -5,444 -50%
KPWS
72
Kestra Private Wealth Services
Texas
$404K +$186K +2,498 +85%
Citigroup
73
Citigroup
New York
$404K -$7.5K -101 -2%
JWCA
74
J.W. Cole Advisors
Florida
$402K -$1.63K -22 -0.4%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$399K -$35K -471 -8%
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