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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

140 hedge funds and large institutions have $409M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
54
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$22.7M
2
LGA
2
Lebenthal Global Advisors
New York
$3.91M
3
EH
3
Equitable Holdings
New York
$33.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12.1M
5
DC
5
Davenport & Co
Virginia
$1.96M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$12.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.9M
4
LPL Financial
4
LPL Financial
California
$11.7M
5
SC
5
Savant Capital
Illinois
$405K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
101
Harbour Investments
Wisconsin
$191K +$19.2K +259 +11%
CIR
102
Clear Investment Research
Georgia
$149K +$4.46K +60 +3%
SAM
103
Smartleaf Asset Management
Massachusetts
$113K +$3.63K +49 +3%
BlackRock
104
BlackRock
New York
$111K – – –
ACA
105
Aptus Capital Advisors
Alabama
$104K -$44.8K -603 -30%
GWANC
106
Guardian Wealth Advisors (North Carolina)
North Carolina
$104K -$44.8K -603 -30%
BCMLT
107
Beacon Capital Management LLC (Tennessee)
Tennessee
$104K – – –
US Bancorp
108
US Bancorp
Minnesota
$89.1K – – –
NA
109
NewEdge Advisors
Louisiana
$75.9K -$2.01K -27 -3%
HFS
110
Hopwood Financial Services
Virginia
$71.3K +$71.3K +960 New
PFBT
111
Parkside Financial Bank & Trust
Missouri
$58.1K +$20.3K +273 +54%
HPC
112
HM Payson & Co
Maine
$50.9K +$50.9K +685 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$49.1K +$74 +1 +0.2%
OA
114
Operose Advisors
Wisconsin
$47.7K – – –
PS
115
Principal Securities
Iowa
$43.2K -$371 -5 -0.9%
ME
116
McIlrath & Eck
Washington
$40.1K – – –
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$32.6K – – –
AG
118
AmeriFlex Group
Nevada
$31.9K +$31.9K +417 New
CFGS
119
Concourse Financial Group Securities
Alabama
$25K – – –
PTC
120
Private Trust Company
Ohio
$23K – – –
CBT
121
Crews Bank & Trust
Florida
$22.6K +$22.6K +305 New
MA
122
MCF Advisors
Kentucky
$22.3K – – –
GG
123
Gleason Group
Kentucky
$19.5K +$148 +2 +0.8%
EWP
124
Elevation Wealth Partners
California
$18.6K +$18.6K +251 New
IA
125
IFP Advisors
Florida
$16.5K +$16.5K +222 New
3 4
5
6 7