iShares Morningstar Mid-Cap Value ETF
IMCV
71 hedge funds and large institutions have $131M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 14 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
21.84% more ownership
Funds ownership: 112.42% → 134.26% (+22%)
10% less funds holding
Funds holding: 79 → 71 (-8)
31% less capital invested
Capital invested by funds: $188M → $131M (-$57.6M)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29.3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.14M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.11M |
| 5 |
Jane Street
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.04M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.88M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$611K |
| 5 |
FSC
Full Sail Capital
Oklahoma City,
Oklahoma
|
-$578K |
IMCV Hedge Fund Activity: Q1 2020 in Review
71 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q1 2020, worth a combined $131M — down 31% from $188M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IMCV and 8 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 26 added.
The largest buyer was Morgan Stanley, adding an estimated $29.3M. The largest seller was UBS Group, cutting an estimated $6.9M.
- 71 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q1 2020, down from 79 in Q4 2019.
- Funds reported $131M of iShares Morningstar Mid-Cap Value ETF stock for Q1 2020, down 31% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q1 2020 and 14 closed out, a net change of -6 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q1 2020 was Morgan Stanley, an estimated $29.3M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q1 2020 was UBS Group, an estimated $6.9M sold.
Based on aggregated 13F filings for Q1 2020.