IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

128 hedge funds and large institutions have $348M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
44
Reduced
47
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$23.8M
2
BDF
Black Diamond Financial
Maryland
$6.54M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$17.9M
4
MWM
Marietta Wealth Management
Georgia
$4.97M
5
Morgan Stanley
Morgan Stanley
New York
$56.7M

Top Sellers

1
EH
Equitable Holdings
New York
$27.6M
2
RJA
Raymond James & Associates
Florida
$2.85M
3
Citadel Advisors
Citadel Advisors
Florida
$664K
4
Osaic Holdings
Osaic Holdings
Arizona
$6.53M
5
WCAMG
Woodard & Company Asset Management Group
North Carolina
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
126
Islay Capital Management
Texas
$2.11K – – –
MPWT
127
MassMutual Private Wealth & Trust
Connecticut
$1.83K – – –
SPIA
128
Steward Partners Investment Advisory
New York
$913 – – –
HNB
129
Huntington National Bank
Ohio
$70 -$73 – –
RWM
130
Revisor Wealth Management
Ohio
– -$395K -5,636 Closed
BFG
131
Beacon Financial Group
Texas
– -$204K -2,810 Closed
BFG
132
Bouchey Financial Group
New York
– -$204K -2,808 Closed
2 3 4 5
6