iShares Morningstar Mid-Cap Value ETF
IMCV
131 hedge funds and large institutions have $377M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
2% more funds holding
Funds holding: 129 → 131 (+2)
9% less capital invested
Capital invested by funds: $414M → $377M (-$37M)
9.32% less ownership
Funds ownership: 69.44% → 60.12% (-9.3%)
36% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 53
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.84M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.29M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.47M |
| 5 |
Goldman Sachs
New York
|
+$1.44M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$56.1M |
| 2 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$12.7M |
| 3 |
EH
Equitable Holdings
New York
|
-$4.45M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$4.03M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.1M |
IMCV Hedge Fund Activity: Q1 2024 in Review
131 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q1 2024, worth a combined $377M — down 8.9% from $414M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IMCV positions and 10 closed out — a net gain of 5 holders — while 34 added to existing stakes and 53 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $12.6M. The largest seller was Morgan Stanley, cutting an estimated $56.1M.
- 131 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q1 2024, up from 129 in Q4 2023.
- Funds reported $377M of iShares Morningstar Mid-Cap Value ETF stock for Q1 2024, down 8.9% quarter-over-quarter.
- 15 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q1 2024 and 10 closed out, a net change of +5 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $12.6M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $56.1M sold.
Based on aggregated 13F filings for Q1 2024.