iShares Morningstar Mid-Cap Value ETF
IMCV
129 hedge funds and large institutions have $349M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 47
1.36% less ownership
Funds ownership: 60.12% → 58.76% (-1.4%)
2% less funds holding
Funds holding: 131 → 129 (-2)
7% less capital invested
Capital invested by funds: $377M → $349M (-$28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.6M |
| 2 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$1.26M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.13M |
| 4 |
MWM
Marietta Wealth Management
Marietta,
Georgia
|
+$672K |
| 5 |
Morgan Stanley
New York
|
+$658K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$9.81M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.51M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.74M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.65M |
| 5 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$947K |
IMCV Hedge Fund Activity: Q2 2024 in Review
129 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q2 2024, worth a combined $349M — down 7.4% from $377M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IMCV positions and 3 closed out — a net gain of 3 holders — while 44 added to existing stakes and 47 trimmed.
The largest buyer was Bank of America, adding an estimated $1.6M. The largest seller was Equitable Holdings, cutting an estimated $9.81M.
- 129 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q2 2024, down from 131 in Q1 2024.
- Funds reported $349M of iShares Morningstar Mid-Cap Value ETF stock for Q2 2024, down 7.4% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q2 2024 and 3 closed out, a net change of +3 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q2 2024 was Bank of America, an estimated $1.6M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q2 2024 was Equitable Holdings, an estimated $9.81M sold.
Based on aggregated 13F filings for Q2 2024.