iShares Morningstar Mid-Cap Value ETF
IMCV
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
2% less funds holding
Funds holding: 131 → 129 (-2)
7% less capital invested
Capital invested by funds: $377M → $349M (-$28M)
Holders
129
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.59M | |
| 2 | +$1.25M | |
| 3 | +$1.12M | |
| 4 |
MWM
Marietta Wealth Management
Marietta,
Georgia
|
+$667K |
| 5 |
Morgan Stanley
New York
|
+$653K |
Top Sellers
| 1 | -$9.74M | |
| 2 | -$3.49M | |
| 3 | -$2.72M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.63M |
| 5 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$941K |