iShares Morningstar Mid-Cap Value ETF
IMCV
IMCV
121 hedge funds and large institutions have $275M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
3% less capital invested
Capital invested by funds: $283M → $275M (-$7.94M)
Holders
121
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$5.65M | |
| 2 | +$2.2M | |
| 3 | +$1.65M | |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$831K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$813K |
Top Sellers
| 1 | -$2.63M | |
| 2 | -$1.58M | |
| 3 | -$1.34M | |
| 4 |
DI
DFPG Investments
Sandy,
Utah
|
-$1.19M |
| 5 |
PK
Pflug Koory
Omaha,
Nebraska
|
-$668K |