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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

129 hedge funds and large institutions have $414M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
49
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$110M
2
AFA
2
Arlington Financial Advisors
California
$12.7M
3
LPL Financial
3
LPL Financial
California
$14.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.5M
5
EH
5
Equitable Holdings
New York
$40.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$980K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.38M
3
Wells Fargo
3
Wells Fargo
California
$13.1M
4
PIAS
4
PCA Investment Advisory Services
Ohio
$945K
5
BWA
5
Burt Wealth Advisors
Maryland
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$306K -$23.5K -347 -7%
SAM
77
Summit Asset Management
Tennessee
$303K – – –
LJAC
78
L.J. Altfest & Co
New York
$295K +$295K +4,359 New
CIA
79
Cape Investment Advisory
Georgia
$291K +$271 +4 +0.1%
CFA
80
Cahill Financial Advisors
Minnesota
$283K +$4K +59 +1%
TCPG
81
Trivant Custom Portfolio Group
California
$248K -$27.8K -410 -10%
TIAA Trust, National Association
82
TIAA Trust, National Association
North Carolina
$244K +$244K +3,608 New
HI
83
Harbour Investments
Wisconsin
$242K -$5.42K -80 -2%
LA
84
Lifeworks Advisors
Michigan
$225K -$31.6K -467 -12%
PMFA
85
Plante Moran Financial Advisors
Michigan
$223K – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$222K +$222K +3,265 New
LG
87
LaFleur & Godfrey
Michigan
$218K +$218K +3,215 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$159K +$20.3K +300 +15%
SL
89
Salomon & Ludwin
Virginia
$153K – – –
CIR
90
Clear Investment Research
Georgia
$132K -$948 -14 -0.7%
BlackRock
91
BlackRock
New York
$102K – – –
SAM
92
Smartleaf Asset Management
Massachusetts
$98K +$98K +1,441 New
US Bancorp
93
US Bancorp
Minnesota
$81.3K – – –
DWMG
94
DB Wealth Management Group
California
$73.1K – – –
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$54.3K +$203 +3 +0.4%
NA
96
NewEdge Advisors
Louisiana
$51.7K +$47.8K +705 +1,216%
SPIA
97
Steward Partners Investment Advisory
New York
$47.3K +$46.4K +685 +5,269%
CAL
98
Capital Analysts LLC
Pennsylvania
$45K +$606 +9 +1%
OA
99
Operose Advisors
Wisconsin
$43.5K – – –
PS
100
Principal Securities
Iowa
$41.6K +$41.6K +615 New
2 3
4
5 6