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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

121 hedge funds and large institutions have $261M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 3 closing their positions.

Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
43
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$17.6M
2
WCAMG
2
Woodard & Company Asset Management Group
North Carolina
$5.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.81M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.88M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.07M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.4M
2
EH
2
Equitable Holdings
New York
$28.5M
3
Wells Fargo
3
Wells Fargo
California
$19.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$826K
5
FA
5
Flagstar Advisors
New York
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$20.4K – – –
MA
102
MCF Advisors
Kentucky
$18.6K – – –
RG
103
Retirement Group
California
$17K – – –
MWC
104
MBM Wealth Consultants
Missouri
$17K – – –
GG
105
Gleason Group
Kentucky
$15.6K +$124 +2 +0.8%
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$15.2K +$15.2K +246 New
CWP
107
Concord Wealth Partners
Virginia
$13K +$13K +210 New
HFS
108
Hantz Financial Services
Michigan
$12K +$63 +1 +0.5%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$9.1K -$9 -145 -0.1%
HGERS
110
Householder Group Estate & Retirement Specialist
Arizona
$9K +$9K +142 New
GWM
111
Geneos Wealth Management
Colorado
$6.72K +$62 +1 +0.9%
SWM
112
Spire Wealth Management
Virginia
$6.44K -$309 -5 -5%
AIC
113
Archer Investment Corporation
Indiana
$4.46K – – –
AA
114
Ancora Advisors
Ohio
$4.08K – – –
MSFP
115
Mark Sheptoff Financial Planning
Connecticut
$4.02K +$4.02K +65 New
NA
116
NewEdge Advisors
Louisiana
$3.55K -$124K -1,998 -97%
SIS
117
Sound Income Strategies
Florida
$3.34K – – –
GRP
118
Global Retirement Partners
California
$3.28K – – –
BWL
119
Bogart Wealth LLC
Virginia
$2.49K +$436 +7 +21%
ICM
120
Islay Capital Management
Texas
$1.86K – – –
SPIA
121
Steward Partners Investment Advisory
New York
$804 +$804 +13 New
HNB
122
Huntington National Bank
Ohio
$62 -$62 – –
WWM
123
Windsor Wealth Management
Indiana
– -$208K -3,235 Closed
CWA
124
Clearview Wealth Advisors
Oregon
– -$19.5K -315 Closed
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
– -$12K -186 Closed
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