IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

140 hedge funds and large institutions have $409M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
54
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$22.7M
2
LGA
2
Lebenthal Global Advisors
New York
$3.91M
3
EH
3
Equitable Holdings
New York
$33.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12.1M
5
DC
5
Davenport & Co
Virginia
$1.96M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$12.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.9M
4
LPL Financial
4
LPL Financial
California
$11.7M
5
SC
5
Savant Capital
Illinois
$405K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
76
Prime Capital Investment Advisors
Kansas
$394K – – –
PAS
77
Park Avenue Securities
New York
$365K +$168K +2,267 +85%
WJA
78
Willis Johnson & Associates
Texas
$336K +$743 +10 +0.2%
SAM
79
Summit Asset Management
Tennessee
$332K – – –
CFA
80
Cahill Financial Advisors
Minnesota
$317K +$2.23K +30 +0.7%
CIA
81
Cape Investment Advisory
Georgia
$316K +$149 +2 +0%
WCM
82
WealthTrak Capital Management
Virginia
$314K +$314K +4,233 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$303K +$6.53K +88 +2%
TCPG
84
Trivant Custom Portfolio Group
California
$292K +$7.58K +102 +3%
Jane Street
85
Jane Street
New York
$265K -$187K -2,517 -41%
PMFA
86
Plante Moran Financial Advisors
Michigan
$256K – – –
OC
87
Oakworth Capital
Alabama
$255K – – –
TIAA Trust, National Association
88
TIAA Trust, National Association
North Carolina
$253K -$1.11K -15 -0.4%
NIWA
89
New Insight Wealth Advisors
California
$252K – – –
AssetMark Inc
90
AssetMark Inc
California
$243K +$243K +3,270 New
WWM
91
Western Wealth Management
Colorado
$239K -$93.3K -1,257 -28%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$238K – – –
RWM
93
Revisor Wealth Management
Ohio
$226K +$226K +3,015 New
BFG
94
Beacon Financial Group
Texas
$210K +$446 +6 +0.2%
BFG
95
Bouchey Financial Group
New York
$209K – – –
TCA
96
Transcend Capital Advisors
New Jersey
$208K -$11.2K -151 -5%
CAM
97
Cresset Asset Management
Illinois
$204K – – –
SAM
98
Silvercrest Asset Management
New York
$201K – – –
Jones Financial Companies
99
Jones Financial Companies
Missouri
$201K +$136K +1,829 +210%
GWM
100
Geneos Wealth Management
Colorado
$200K +$891 +12 +0.4%
2 3
4
5 6