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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

91 hedge funds and large institutions have $234M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
24
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$19.5M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.28M
3
EH
3
Equitable Holdings
New York
$40.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.94M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$817K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$477K
2
Morgan Stanley
2
Morgan Stanley
New York
$47.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.63M
4
IAN
4
Integrated Advisors Network
Texas
$5.34M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
76
Concourse Financial Group Securities
Alabama
$20K +$16.1K +250 +417%
IF
77
Ironwood Financial
Arizona
$18K – – –
MWC
78
MBM Wealth Consultants
Missouri
$18K – – –
RG
79
Retirement Group
California
$18K – – –
AF
80
Allworth Financial
California
$16K – – –
GG
81
Gleason Group
Kentucky
$16K +$66 +1 +0.4%
GWM
82
Geneos Wealth Management
Colorado
$10K -$13.4K -215 -57%
VCM
83
Versant Capital Management
Arizona
$10K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$8K – – –
AF
85
Advisornet Financial
Minnesota
$5K +$5K +80 New
AA
86
Ancora Advisors
Ohio
$4K – – –
ASN
87
Advisory Services Network
Georgia
$4K +$4K +69 New
SIS
88
Sound Income Strategies
Florida
$3K – – –
ICM
89
Islay Capital Management
Texas
$2K -$61.6K -924 -97%
OSNBOA
90
Old Second National Bank of Aurora
Illinois
$2K -$1.94K -34 -49%
William Blair & Company
91
William Blair & Company
Illinois
$2K – – –
GRP
92
Global Retirement Partners
California
$1K -$2K -36 -67%
FAIM
93
Financial Advocates Investment Management
Washington
– -$278K -4,524 Closed
IAIM
94
International Assets Investment Management
Florida
– -$197K -2,538 Closed
BAMG
95
Brand Asset Management Group
Missouri
– -$43K -705 Closed
AIC
96
Archer Investment Corporation
Indiana
– -$9.96K -162 Closed
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