iShares Morningstar Mid-Cap Value ETF
IMCV
IMCV
103 hedge funds and large institutions have $231M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
19% less capital invested
Capital invested by funds: $285M → $231M (-$53.5M)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Holders
103
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$3.04M | |
| 2 | +$2.5M | |
| 3 | +$1.84M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.66M |
| 5 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$948K |
Top Sellers
| 1 | -$7.58M | |
| 2 | -$4.86M | |
| 3 | -$4.54M | |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$1.89M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.78M |