IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

70 hedge funds and large institutions have $157M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
17
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.22M
2
CIC
Cornercap Investment Counsel
Georgia
$3.84M
3
AAS
Avantax Advisory Services
Texas
$5.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.49M
5
NFG
Next Financial Group
Texas
$194K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$4.52M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$1.69M
3
Morgan Stanley
Morgan Stanley
New York
$34.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$912K
5
FFN
Focus Financial Network
Minnesota
$610K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
76
Stonebridge Capital Advisors
Minnesota
– -$100K -2,385 Closed
HI
77
Hudock Inc
Pennsylvania
– -$89K -2,130 Closed
CAL
78
Capital Advisors Ltd
Ohio
– -$33K -777 Closed
PAG
79
Private Advisor Group
New Jersey
– -$22K -513 Closed
1 2 3
4