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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

95 hedge funds and large institutions have $249M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
31
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.96M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.71M
3
Wells Fargo
3
Wells Fargo
California
$21.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$758K

Top Sellers

1
CIC
1
Cornercap Investment Counsel
Georgia
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.58M
3
FTUS
3
Flow Traders U.S.
New York
$286K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.61M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
76
Richwood Investment Advisors
Ohio
$41K +$41K +600 New
ME
77
McIlrath & Eck
Washington
$37K – – –
AF
78
Advisornet Financial
Minnesota
$36K – – –
PFBT
79
Parkside Financial Bank & Trust
Missouri
$35K – – –
CWA
80
Carolina Wealth Advisors
South Carolina
$35K – – –
CWA
81
Clearview Wealth Advisors
Oregon
$22K – – –
AIP
82
Ameritas Investment Partners
Nebraska
$22K – – –
CFGS
83
Concourse Financial Group Securities
Alabama
$21K – – –
MPWT
84
MassMutual Private Wealth & Trust
Connecticut
$20K +$20K +288 New
RG
85
Retirement Group
California
$19K – – –
MWC
86
MBM Wealth Consultants
Missouri
$19K – – –
AF
87
Allworth Financial
California
$17K – – –
GG
88
Gleason Group
Kentucky
$17K +$70 +1 +0.4%
SWM
89
Spire Wealth Management
Virginia
$14K +$14K +203 New
GWM
90
Geneos Wealth Management
Colorado
$11K +$68 +1 +0.6%
RIM
91
Rockbridge Investment Management
New York
$6K +$6K +86 New
AA
92
Ancora Advisors
Ohio
$5K – – –
AIC
93
Archer Investment Corporation
Indiana
$4.92K – – –
SIS
94
Sound Income Strategies
Florida
$4K – – –
ICM
95
Islay Capital Management
Texas
$2K – – –
BBHC
96
Brown Brothers Harriman & Co
New York
$109 +$109 +1,593 New
CIC
97
Cornercap Investment Counsel
Georgia
– -$4.89M -77,409 Closed
JPLA
98
Joseph P. Lucia & Associates
New York
– -$161K -2,550 Closed
APWA
99
Atlas Private Wealth Advisors
New Jersey
– -$27K -420 Closed
HI
100
Harbour Investments
Wisconsin
– -$23K -363 Closed
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4
5