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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

103 hedge funds and large institutions have $231M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
35
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aspire Capital Advisors
Washington
$3.04M
2
Jane Street
2
Jane Street
New York
$2.79M
3
OAM
3
Oak Asset Management
California
$1.84M
4
UBS Group
4
UBS Group
Switzerland
$6.74M
5
BDF
5
Black Diamond Financial
Maryland
$2.94M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.38M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.41M
3
CIC
3
Cornercap Investment Counsel
Georgia
$0
4
GIA
4
Gladstone Institutional Advisory
Florida
$0
5
LPL Financial
5
LPL Financial
California
$7.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWMG
76
DB Wealth Management Group
California
$71K – – –
Fidelity Investments
77
Fidelity Investments
Massachusetts
$50K -$3.48K -59 -7%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$48K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$47K +$59 +1 +0.1%
OA
80
Operose Advisors
Wisconsin
$38K – – –
ME
81
McIlrath & Eck
Washington
$32K – – –
PFBT
82
Parkside Financial Bank & Trust
Missouri
$30K – – –
CWA
83
Carolina Wealth Advisors
South Carolina
$30K – – –
AF
84
Advisornet Financial
Minnesota
$27K -$4.8K -80 -15%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$24K +$24K +411 New
AIP
86
Ameritas Investment Partners
Nebraska
$19K – – –
CWA
87
Clearview Wealth Advisors
Oregon
$19K – – –
GI
88
Gradient Investments
Minnesota
$18K +$18K +300 New
RG
89
Retirement Group
California
$17K – – –
MWC
90
MBM Wealth Consultants
Missouri
$17K – – –
AF
91
Allworth Financial
California
$15K – – –
GG
92
Gleason Group
Kentucky
$15K +$61 +1 +0.4%
MPWT
93
MassMutual Private Wealth & Trust
Connecticut
$11K – – –
GWM
94
Geneos Wealth Management
Colorado
$9K – – –
SWM
95
Spire Wealth Management
Virginia
$6K – – –
NFSG
96
Newbridge Financial Services Group
Florida
$6K – – –
RIM
97
Rockbridge Investment Management
New York
$5.11K – – –
AIC
98
Archer Investment Corporation
Indiana
$4.27K – – –
AA
99
Ancora Advisors
Ohio
$4K – – –
SPIA
100
Steward Partners Investment Advisory
New York
$3K – – –
1 2 3
4
5