IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

140 hedge funds and large institutions have $409M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
54
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$22.7M
2
LGA
2
Lebenthal Global Advisors
New York
$3.91M
3
EH
3
Equitable Holdings
New York
$33.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12.1M
5
DC
5
Davenport & Co
Virginia
$1.96M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$12.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.9M
4
LPL Financial
4
LPL Financial
California
$11.7M
5
SC
5
Savant Capital
Illinois
$405K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$14.9K – – –
TCM
127
TD Capital Management
Tennessee
$14.8K +$148 +2 +1%
AAG
128
Armstrong Advisory Group
Massachusetts
$14.7K +$14.7K +198 New
SL
129
Salomon & Ludwin
Virginia
$12K -$594 -8 -5%
AF
130
Advisornet Financial
Minnesota
$11.5K – – –
CFD
131
Creative Financial Designs
Indiana
$11.3K +$74 +1 +0.7%
AIC
132
Archer Investment Corporation
Indiana
$6.16K – – –
RTL
133
Red Tortoise LLC
Georgia
$5.4K +$5.4K +73 New
Russell Investments Group
134
Russell Investments Group
United Kingdom
$5.21K – – –
AA
135
Ancora Advisors
Ohio
$4.9K – – –
SIS
136
Sound Income Strategies
Florida
$4.01K – – –
GRP
137
Global Retirement Partners
California
$4.01K – – –
ICM
138
Islay Capital Management
Texas
$2.23K – – –
SPIA
139
Steward Partners Investment Advisory
New York
$965 – – –
AWM
140
AE Wealth Management
Kansas
$223 -$240K -3,231 -100%
HNB
141
Huntington National Bank
Ohio
$74 -$77 – –
IAIM
142
International Assets Investment Management
Florida
– -$306 -23,252 Closed
Goldman Sachs
143
Goldman Sachs
New York
– -$1.66M -21,634 Closed
PAG
144
Private Advisor Group
New Jersey
– -$303K -3,956 Closed
HighTower Advisors
145
HighTower Advisors
Illinois
– -$255K -3,305 Closed
TRCT
146
Tower Research Capital (TRC)
New York
– -$113K -1,476 Closed
HFS
147
Hantz Financial Services
Michigan
– -$24K -318 Closed
NS
148
NBC Securities
Alabama
– -$22K -300 Closed
PA
149
Parallel Advisors
California
– -$13K -169 Closed
HGERS
150
Householder Group Estate & Retirement Specialist
Arizona
– -$10K -141 Closed
3 4 5
6
7