iShares Morningstar Mid-Cap Value ETF
IMCV
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.
14.07% more ownership
Funds ownership: 129.05% → 143.12% (+14%)
8% more capital invested
Capital invested by funds: $144M → $157M (+$12.2M)
3% less funds holding
Funds holding: 72 → 70 (-2)
19% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 21
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.26M |
| 2 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$3.88M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.62M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.28M |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.24M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.19M |
| 3 |
Morgan Stanley
New York
|
-$921K |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$871K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$653K |
IMCV Hedge Fund Activity: Q3 2020 in Review
70 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q3 2020, worth a combined $157M — up 8.5% from $144M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IMCV and 6 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 17 added.
The largest buyer was Royal Bank of Canada, adding an estimated $4.26M. The largest seller was Citadel Advisors, cutting an estimated $1.24M.
- 70 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q3 2020, down from 72 in Q2 2020.
- Funds reported $157M of iShares Morningstar Mid-Cap Value ETF stock for Q3 2020, up 8.5% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q3 2020 and 8 closed out, a net change of -2 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $4.26M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q3 2020 was Citadel Advisors, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2020.