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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

121 hedge funds and large institutions have $275M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
43
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$33.6M
2
OWM
2
Orgel Wealth Management
Wisconsin
$19.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.96M
4
Comerica Bank
4
Comerica Bank
Texas
$831K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$813K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$12.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.62M
4
DI
4
DFPG Investments
Utah
$1.31M
5
PK
5
Pflug Koory
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
76
Cahill Financial Advisors
Minnesota
$249K – – –
TCPG
77
Trivant Custom Portfolio Group
California
$246K +$11.4K +188 +5%
LA
78
Lifeworks Advisors
Michigan
$230K -$53K -875 -19%
HI
79
Harbour Investments
Wisconsin
$222K +$116K +1,912 +110%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$219K +$219K +3,621 New
RWM
81
Revisor Wealth Management
Ohio
$211K +$211K +3,476 New
PMFA
82
Plante Moran Financial Advisors
Michigan
$200K – – –
SL
83
Salomon & Ludwin
Virginia
$153K +$153K +2,520 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$124K +$71.6K +1,181 +137%
CIR
85
Clear Investment Research
Georgia
$119K – – –
AWM
86
Avior Wealth Management
Nebraska
$96.8K +$96.8K +1,597 New
BlackRock
87
BlackRock
New York
$90.9K – – –
HNB
88
Huntington National Bank
Ohio
$83.7K -$64 – –
US Bancorp
89
US Bancorp
Minnesota
$72.7K – – –
DWMG
90
DB Wealth Management Group
California
$65.4K -$1.39K -23 -2%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$48.4K – – –
CAL
92
Capital Analysts LLC
Pennsylvania
$40K – – –
OA
93
Operose Advisors
Wisconsin
$38.9K – – –
ME
94
McIlrath & Eck
Washington
$32.7K – – –
PFBT
95
Parkside Financial Bank & Trust
Missouri
$30.9K – – –
SCA
96
Stonebridge Capital Advisors
Minnesota
$30.3K – – –
BWM
97
Baystate Wealth Management
Massachusetts
$21K +$6K +99 +40%
CFGS
98
Concourse Financial Group Securities
Alabama
$19.8K – – –
MA
99
MCF Advisors
Kentucky
$18.3K – – –
CWA
100
Carolina Wealth Advisors
South Carolina
$18.2K – – –
2 3
4
5 6