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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

78 hedge funds and large institutions have $177M invested in iShares Morningstar Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
21
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.72M
2
Ameriprise
2
Ameriprise
Minnesota
$25M
3
VF
3
Virtu Financial
New York
$351K
4
Jane Street
4
Jane Street
New York
$344K
5
RJA
5
Raymond James & Associates
Florida
$4.36M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$94K
2
FAT
2
First American Trust
California
$416K
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.78M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.63M
5
Bank of America
5
Bank of America
North Carolina
$7.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
76
TD Ameritrade Investment Management
Nebraska
$3K +$2.43K +51 +425%
William Blair & Company
77
William Blair & Company
Illinois
$2K +$2K +30 New
MHS
78
M Holdings Securities
Oregon
– -$1.23M -23,703 Closed
TSS
79
Two Sigma Securities
New York
– -$253K -4,881 Closed
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
– -$213K -4,095 Closed
CWM
81
Cornerstone Wealth Management
Missouri
– -$289K -2,877 Closed
WCM
82
WealthBridge Capital Management
Ohio
– -$16K -300 Closed
IWP
83
Icon Wealth Partners
Texas
– -$2K -33 Closed
SQA
84
Simon Quick Advisors
New Jersey
– -$1K -15 Closed
1 2 3
4