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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

121 hedge funds and large institutions have $275M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
43
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$33.6M
2
OWM
2
Orgel Wealth Management
Wisconsin
$19.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.96M
4
Comerica Bank
4
Comerica Bank
Texas
$831K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$813K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$12.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.62M
4
DI
4
DFPG Investments
Utah
$1.31M
5
PK
5
Pflug Koory
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NS
101
NBC Securities
Alabama
$18K +$18K +300 New
RG
102
Retirement Group
California
$17.1K – – –
AIP
103
Ameritas Investment Partners
Nebraska
$15.8K -$4.24K -70 -21%
AF
104
Advisornet Financial
Minnesota
$15.5K -$11.8K -195 -43%
GG
105
Gleason Group
Kentucky
$15.3K – – –
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$14.9K – – –
CWP
107
Concord Wealth Partners
Virginia
$12.7K – – –
HFS
108
Hantz Financial Services
Michigan
$12K – – –
HGERS
109
Householder Group Estate & Retirement Specialist
Arizona
$8.6K +$8.6K +141 New
Russell Investments Group
110
Russell Investments Group
United Kingdom
$6.84K – – –
SWM
111
Spire Wealth Management
Virginia
$6.3K – – –
GWM
112
Geneos Wealth Management
Colorado
$5.51K – – –
AIC
113
Archer Investment Corporation
Indiana
$4.36K – – –
AA
114
Ancora Advisors
Ohio
$4K – – –
NA
115
NewEdge Advisors
Louisiana
$3.49K – – –
SIS
116
Sound Income Strategies
Florida
$3.27K – – –
GRP
117
Global Retirement Partners
California
$3.2K – – –
IPW
118
Impact Partnership Wealth
Georgia
$2.24K – – –
ICM
119
Islay Capital Management
Texas
$1.82K – – –
FIA
120
FNY Investment Advisers
New York
$1K +$1K +30 New
BWL
121
Bogart Wealth LLC
Virginia
$932 -$1.06K -17 -53%
SPIA
122
Steward Partners Investment Advisory
New York
$788 – – –
Citadel Advisors
123
Citadel Advisors
Florida
– -$1.58M -24,734 Closed
PK
124
Pflug Koory
Nebraska
– -$668K -10,482 Closed
TRCT
125
Tower Research Capital (TRC)
New York
– -$390K -6,119 Closed
2 3 4
5
6