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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

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
Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
43
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$33.6M
2
OWM
2
Orgel Wealth Management
Wisconsin
$19.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.96M
4
Comerica Bank
4
Comerica Bank
Texas
$831K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$813K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$12.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.62M
4
DI
4
DFPG Investments
Utah
$1.31M
5
PK
5
Pflug Koory
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
126
Paragon Private Wealth Management
Kentucky
– -$283K -4,445 Closed
LWM
127
Laidlaw Wealth Management
New York
– -$210K -3,300 Closed
WWM
128
Windsor Wealth Management
Indiana
– -$206K -3,235 Closed
PTC
129
Private Trust Company
Ohio
– -$105K -1,653 Closed
AssetMark Inc
130
AssetMark Inc
California
– -$27.8K -436 Closed
TAIM
131
TD Ameritrade Investment Management
Nebraska
– -$25K -395 Closed
2 3 4 5
6