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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

121 hedge funds and large institutions have $283M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
40
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$50.3M
2
AWS
Atria Wealth Solutions
New York
$2.09M
3
DI
DFPG Investments
Utah
$2.78M
4
Citadel Advisors
Citadel Advisors
Florida
$1.58M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.37M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$16.1M
2
FA
Flagstar Advisors
New York
$2.9M
3
DC
Davenport & Co
Virginia
$564K
4
Osaic Holdings
Osaic Holdings
Arizona
$5.59M
5
RJA
Raymond James & Associates
Florida
$4.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
101
Concourse Financial Group Securities
Alabama
$20.7K -$56.4K -885 -73%
CWA
102
Carolina Wealth Advisors
South Carolina
$19.1K -$13.4K -210 -41%
MA
103
MCF Advisors
Kentucky
$19.1K – – –
RG
104
Retirement Group
California
$18K – – –
GG
105
Gleason Group
Kentucky
$16.1K +$64 +1 +0.4%
BWM
106
Baystate Wealth Management
Massachusetts
$15.8K +$15.8K +248 New
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$15.7K – – –
CWP
108
Concord Wealth Partners
Virginia
$13.4K – – –
HFS
109
Hantz Financial Services
Michigan
$12K +$63 +1 +0.5%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$7.19K +$7.19K +113 New
SWM
111
Spire Wealth Management
Virginia
$6.63K – – –
GWM
112
Geneos Wealth Management
Colorado
$5.8K -$1.15K -18 -17%
AIC
113
Archer Investment Corporation
Indiana
$4.59K – – –
AA
114
Ancora Advisors
Ohio
$4.2K – – –
NA
115
NewEdge Advisors
Louisiana
$3.67K +$63 +1 +2%
SIS
116
Sound Income Strategies
Florida
$3.44K – – –
GRP
117
Global Retirement Partners
California
$3.44K – – –
IPW
118
Impact Partnership Wealth
Georgia
$2.36K +$2.36K +37 New
BWL
119
Bogart Wealth LLC
Virginia
$2.06K -$516 -8 -20%
ICM
120
Islay Capital Management
Texas
$1.91K – – –
SPIA
121
Steward Partners Investment Advisory
New York
$828 – – –
HNB
122
Huntington National Bank
Ohio
$64 -$62 – –
CFO
123
Collective Family Office
Pennsylvania
– -$365K -5,893 Closed
NL
124
NWAM LLC
Washington
– -$307K -4,965 Closed
FHA
125
Flagship Harbor Advisors
Massachusetts
– -$227K -3,670 Closed
2 3 4
5
6