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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

121 hedge funds and large institutions have $283M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
40
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$50.3M
2
AWS
Atria Wealth Solutions
New York
$2.09M
3
DI
DFPG Investments
Utah
$2.78M
4
Citadel Advisors
Citadel Advisors
Florida
$1.58M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.37M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$16.1M
2
FA
Flagstar Advisors
New York
$2.9M
3
DC
Davenport & Co
Virginia
$564K
4
Osaic Holdings
Osaic Holdings
Arizona
$5.59M
5
RJA
Raymond James & Associates
Florida
$4.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
126
Means Investment Company
Maine
– -$224K -3,615 Closed
PD
127
Planning Directions
Pennsylvania
– -$207K -3,352 Closed
ASN
128
Advisory Services Network
Georgia
– -$53.9K -871 Closed
MWC
129
MBM Wealth Consultants
Missouri
– -$17K -279 Closed
MSFP
130
Mark Sheptoff Financial Planning
Connecticut
– -$4.02K -65 Closed
2 3 4 5
6