iShares Morningstar Mid-Cap Value ETF
IMCV
105 hedge funds and large institutions have $285M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
29% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 24
14% more capital invested
Capital invested by funds: $249M → $285M (+$35.5M)
11% more funds holding
Funds holding: 95 → 105 (+10)
2.91% more ownership
Funds ownership: 50.73% → 53.65% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.44M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$5.17M |
| 4 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$4.44M |
| 5 |
S
Surevest
Los Angeles,
California
|
+$4.17M |
Top Sellers
| 1 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$4.61M |
| 2 |
EH
Equitable Holdings
New York
|
-$3.12M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.29M |
| 4 |
Goldman Sachs
New York
|
-$758K |
| 5 |
FA
Flagstar Advisors
New York
|
-$757K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
101
Archer Investment Corporation
Carmel,
Indiana
| $4.92K | – | – | – |
|
|
SIS
102
Sound Income Strategies
Ft Lauderdale,
Florida
| $4K | – | – | – |
|
|
SPIA
103
Steward Partners Investment Advisory
New York
| $4K | +$3.64K | +54 | New |
|
|
GRP
104
Global Retirement Partners
San Rafael,
California
| $3K | +$3.64K | +54 | New |
|
|
ICM
105
Islay Capital Management
Lubbock,
Texas
| $2K | – | – | – |
|
|
SFS
106
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$2.29M | -33,465 | Closed |
|
|
107
Goldman Sachs
New York
| – | -$758K | -11,098 | Closed |
|
108
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$422K | -6,183 | Closed |
|
|
BBHC
109
Brown Brothers Harriman & Co
New York
| – | -$109 | -1,593 | Closed |
|
|
RPCONE
110
Retirement Planning Company of New England
Warwick,
Rhode Island
| – | -$72K | -1,061 | Closed |
|
|
RIA
111
Richwood Investment Advisors
Cincinnati,
Ohio
| – | -$41K | -600 | Closed |
|
IMCV Hedge Fund Activity: Q1 2022 in Review
105 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q1 2022, worth a combined $285M — up 14% from $249M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IMCV positions and 6 closed out — a net gain of 11 holders — while 31 added to existing stakes and 24 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $9M. The largest seller was Integrated Advisors Network, cutting an estimated $4.61M.
- 105 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q1 2022, up from 95 in Q4 2021.
- Funds reported $285M of iShares Morningstar Mid-Cap Value ETF stock for Q1 2022, up 14% quarter-over-quarter.
- 17 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q1 2022 and 6 closed out, a net change of +11 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q1 2022 was Osaic Holdings, an estimated $9M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q1 2022 was Integrated Advisors Network, an estimated $4.61M sold.
Based on aggregated 13F filings for Q1 2022.