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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

139 hedge funds and large institutions have $381M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
44
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
swisspartners Advisors
Switzerland
$6.7M
2
EWA
EP Wealth Advisors
California
$3.32M
3
Osaic Holdings
Osaic Holdings
Arizona
$10.1M
4
Ameriprise
Ameriprise
Minnesota
$3.98M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$20.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$15M
2
Corient Private Wealth
Corient Private Wealth
Florida
$1.77M
3
WCAMG
Woodard & Company Asset Management Group
North Carolina
$3.72M
4
SCM
Steele Capital Management
Iowa
$15.3M
5
MTC
Matrix Trust Company
Colorado
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Summit Asset Management
Tennessee
$343K – – –
WWM
77
Western Wealth Management
Colorado
$343K +$3.14K +41 +0.9%
CIA
78
Cape Investment Advisory
Georgia
$326K +$77 +1 +0%
CFA
79
Cahill Financial Advisors
Minnesota
$325K +$2.3K +30 +0.7%
FHA
80
Flagship Harbor Advisors
Massachusetts
$320K +$320K +4,180 New
Fidelity Investments
81
Fidelity Investments
Massachusetts
$306K +$80.6K +1,052 +36%
PAG
82
Private Advisor Group
New Jersey
$303K +$33.9K +442 +13%
TCPG
83
Trivant Custom Portfolio Group
California
$293K +$3.99K +52 +1%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$285K +$51.4K +670 +22%
PMFA
85
Plante Moran Financial Advisors
Michigan
$265K – – –
OC
86
Oakworth Capital
Alabama
$263K +$263K +3,430 New
TIAA Trust, National Association
87
TIAA Trust, National Association
North Carolina
$262K -$6.44K -84 -2%
NIWA
88
New Insight Wealth Advisors
California
$260K – – –
HighTower Advisors
89
HighTower Advisors
Illinois
$255K -$17.1K -222 -6%
AWM
90
AE Wealth Management
Kansas
$248K +$1.76K +23 +0.7%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$245K -$4.97K -65 -2%
TCA
92
Transcend Capital Advisors
New Jersey
$226K – – –
KPWS
93
Kestra Private Wealth Services
Texas
$226K -$27.9K -364 -11%
BFG
94
Beacon Financial Group
Texas
$216K +$216K +2,820 New
BFG
95
Bouchey Financial Group
New York
$215K +$215K +2,808 New
CAM
96
Cresset Asset Management
Illinois
$210K +$210K +2,745 New
SAM
97
Silvercrest Asset Management
New York
$207K +$207K +2,706 New
GWM
98
Geneos Wealth Management
Colorado
$205K +$2.68K +35 +1%
PAS
99
Park Avenue Securities
New York
$203K +$203K +2,652 New
HI
100
Harbour Investments
Wisconsin
$177K +$25.4K +331 +17%
2 3
4
5 6