IMCV icon

iShares Morningstar Mid-Cap Value ETF

131 hedge funds and large institutions have $377M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
34
Reduced
53
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$87.1K
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$80.2K +$80.2K +1,104 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$58.2K
NA
104
NewEdge Advisors
Louisiana
$47.6K -$7.76K -107 -14%
OA
105
Operose Advisors
Wisconsin
$46.6K
PS
106
Principal Securities
Iowa
$43.1K -$1.52K -21 -3%
ME
107
McIlrath & Eck
Washington
$39.2K
PFBT
108
Parkside Financial Bank & Trust
Missouri
$37K
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$31.8K +$14K +193 +78%
CFGS
110
Concourse Financial Group Securities
Alabama
$23.6K
MA
111
MCF Advisors
Kentucky
$21.8K
CWA
112
Carolina Wealth Advisors
South Carolina
$21.8K
NS
113
NBC Securities
Alabama
$21K
RG
114
Retirement Group
California
$20.5K
GG
115
Gleason Group
Kentucky
$18.7K +$72 +1 +0.4%
AF
116
Advisornet Financial
Minnesota
$18.5K
HFS
117
Hantz Financial Services
Michigan
$18K +$3.75K +51 +26%
AIP
118
Ameritas Investment Partners
Nebraska
$14.5K -$4.35K -60 -23%
TCM
119
TD Capital Management
Tennessee
$14.2K +$14.2K +196 New
HGERS
120
Householder Group Estate & Retirement Specialist
Arizona
$10.3K
AIC
121
Archer Investment Corporation
Indiana
$5.22K
Russell Investments Group
122
Russell Investments Group
United Kingdom
$4.99K -$3.33K -46 -40%
AA
123
Ancora Advisors
Ohio
$4.79K
SIS
124
Sound Income Strategies
Florida
$3.92K
GRP
125
Global Retirement Partners
California
$3.92K