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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

128 hedge funds and large institutions have $348M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
44
Reduced
47
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$23.8M
2
BDF
Black Diamond Financial
Maryland
$6.54M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$17.9M
4
MWM
Marietta Wealth Management
Georgia
$4.97M
5
Morgan Stanley
Morgan Stanley
New York
$56.7M

Top Sellers

1
EH
Equitable Holdings
New York
$27.6M
2
RJA
Raymond James & Associates
Florida
$2.85M
3
Citadel Advisors
Citadel Advisors
Florida
$664K
4
Osaic Holdings
Osaic Holdings
Arizona
$6.53M
5
WCAMG
Woodard & Company Asset Management Group
North Carolina
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
76
Cahill Financial Advisors
Minnesota
$296K +$1.55K +22 +0.5%
TCPG
77
Trivant Custom Portfolio Group
California
$265K +$1.9K +27 +0.7%
HighTower Advisors
78
HighTower Advisors
Illinois
$247K -$61.1K -873 -20%
PAG
79
Private Advisor Group
New Jersey
$247K +$281 +4 +0.1%
TIAA Trust, National Association
80
TIAA Trust, National Association
North Carolina
$246K -$2.18K -31 -0.9%
PMFA
81
Plante Moran Financial Advisors
Michigan
$243K +$10.7K +153 +5%
NIWA
82
New Insight Wealth Advisors
California
$238K -$40.7K -579 -15%
KPWS
83
Kestra Private Wealth Services
Texas
$232K -$26.3K -374 -10%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$232K -$38.9K -549 -14%
AWM
85
AE Wealth Management
Kansas
$226K +$226K +3,211 New
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$214K +$137K +1,947 +176%
TCA
87
Transcend Capital Advisors
New Jersey
$207K +$10.3K +147 +5%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$207K +$8.15K +116 +4%
GWM
89
Geneos Wealth Management
Colorado
$185K +$632 +9 +0.3%
GWANC
90
Guardian Wealth Advisors (North Carolina)
North Carolina
$145K -$37K -527 -20%
ACA
91
Aptus Capital Advisors
Alabama
$145K -$37K -527 -20%
CIR
92
Clear Investment Research
Georgia
$142K +$3.87K +55 +3%
HI
93
Harbour Investments
Wisconsin
$139K -$5.06K -72 -4%
BlackRock
94
BlackRock
New York
$105K – – –
BCMLT
95
Beacon Capital Management LLC (Tennessee)
Tennessee
$98.6K – – –
US Bancorp
96
US Bancorp
Minnesota
$84.3K – – –
SAM
97
Smartleaf Asset Management
Massachusetts
$78.6K -$20.8K -297 -21%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$58.8K +$58.8K +838 New
ATPW
99
Ashton Thomas Private Wealth
Arizona
$56.5K +$56.5K +804 New
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$52.5K -$3.79K -54 -7%
2 3
4
5 6