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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

128 hedge funds and large institutions have $348M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
44
Reduced
47
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$23.8M
2
BDF
Black Diamond Financial
Maryland
$6.54M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$17.9M
4
MWM
Marietta Wealth Management
Georgia
$4.97M
5
Morgan Stanley
Morgan Stanley
New York
$56.7M

Top Sellers

1
EH
Equitable Holdings
New York
$27.6M
2
RJA
Raymond James & Associates
Florida
$2.85M
3
Citadel Advisors
Citadel Advisors
Florida
$664K
4
Osaic Holdings
Osaic Holdings
Arizona
$6.53M
5
WCAMG
Woodard & Company Asset Management Group
North Carolina
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
101
Operose Advisors
Wisconsin
$45.1K – – –
PS
102
Principal Securities
Iowa
$41.2K -$492 -7 -1%
ME
103
McIlrath & Eck
Washington
$37.9K – – –
PFBT
104
Parkside Financial Bank & Trust
Missouri
$35.8K – – –
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$30.8K – – –
NA
106
NewEdge Advisors
Louisiana
$24.1K -$22K -313 -48%
CFGS
107
Concourse Financial Group Securities
Alabama
$22.8K – – –
HFS
108
Hantz Financial Services
Michigan
$22K +$4.94K +71 +29%
MA
109
MCF Advisors
Kentucky
$21.1K – – –
CWA
110
Carolina Wealth Advisors
South Carolina
$21.1K – – –
NS
111
NBC Securities
Alabama
$21K – – –
GG
112
Gleason Group
Kentucky
$18.2K +$70 +1 +0.4%
AF
113
Advisornet Financial
Minnesota
$17.9K – – –
AIP
114
Ameritas Investment Partners
Nebraska
$14K – – –
TCM
115
TD Capital Management
Tennessee
$13.8K +$70 +1 +0.5%
SL
116
Salomon & Ludwin
Virginia
$11.9K -$155K -2,206 -93%
HGERS
117
Householder Group Estate & Retirement Specialist
Arizona
$9K – – –
FPFS
118
First Personal Financial Services
North Carolina
$8.5K +$6.6K +94 +348%
AIC
119
Archer Investment Corporation
Indiana
$5.06K – – –
Russell Investments Group
120
Russell Investments Group
United Kingdom
$4.86K – – –
AA
121
Ancora Advisors
Ohio
$4.64K – – –
SIS
122
Sound Income Strategies
Florida
$3.79K – – –
GRP
123
Global Retirement Partners
California
$3.79K – – –
DCM
124
Davis Capital Management
Florida
$3.69K – – –
AssetMark Inc
125
AssetMark Inc
California
$3.51K -$322K -4,578 -99%
2 3 4
5
6