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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

95 hedge funds and large institutions have $249M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
31
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.96M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.71M
3
Wells Fargo
3
Wells Fargo
California
$21.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$758K

Top Sellers

1
CIC
1
Cornercap Investment Counsel
Georgia
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.58M
3
FTUS
3
Flow Traders U.S.
New York
$286K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.61M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
101
Ironwood Financial
Arizona
– -$17K -273 Closed
VCM
102
Versant Capital Management
Arizona
– -$10K -156 Closed
OSNBOA
103
Old Second National Bank of Aurora
Illinois
– -$2K -35 Closed
William Blair & Company
104
William Blair & Company
Illinois
– -$2K -30 Closed
GRP
105
Global Retirement Partners
California
– -$1K -18 Closed
1 2 3 4
5