IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

139 hedge funds and large institutions have $381M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
44
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
swisspartners Advisors
Switzerland
$6.7M
2
EWA
EP Wealth Advisors
California
$3.32M
3
Osaic Holdings
Osaic Holdings
Arizona
$10.1M
4
Ameriprise
Ameriprise
Minnesota
$3.98M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$20.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$15M
2
Corient Private Wealth
Corient Private Wealth
Florida
$1.77M
3
WCAMG
Woodard & Company Asset Management Group
North Carolina
$3.72M
4
SCM
Steele Capital Management
Iowa
$15.3M
5
MTC
Matrix Trust Company
Colorado
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Parallel Advisors
California
$13K +$13K +169 New
AF
127
Advisornet Financial
Minnesota
$11.9K -$7.66K -100 -39%
CFD
128
Creative Financial Designs
Indiana
$11.6K +$11.6K +151 New
HGERS
129
Householder Group Estate & Retirement Specialist
Arizona
$10K – – –
FPFS
130
First Personal Financial Services
North Carolina
$9.27K – – –
AIC
131
Archer Investment Corporation
Indiana
$6.36K +$843 +11 +15%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$5.34K +$76 +1 +1%
AA
133
Ancora Advisors
Ohio
$5.06K – – –
SIS
134
Sound Income Strategies
Florida
$4.14K – – –
GRP
135
Global Retirement Partners
California
$4.14K – – –
FWM
136
FSA Wealth Management
Massachusetts
$3.45K +$3.45K +45 New
ICM
137
Islay Capital Management
Texas
$2.3K – – –
SPIA
138
Steward Partners Investment Advisory
New York
$996 – – –
IAIM
139
International Assets Investment Management
Florida
$306 +$306 +23,252 New
HNB
140
Huntington National Bank
Ohio
$77 -$70 – –
Citadel Advisors
141
Citadel Advisors
Florida
– -$664K -9,447 Closed
ATPW
142
Ashton Thomas Private Wealth
Arizona
– -$56.5K -804 Closed
CWA
143
Carolina Wealth Advisors
South Carolina
– -$21.1K -300 Closed
DCM
144
Davis Capital Management
Florida
– -$3.69K -53 Closed
AssetMark Inc
145
AssetMark Inc
California
– -$3.51K -50 Closed
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
– -$1.83K -26 Closed
2 3 4 5
6