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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 %
FWM
151
FSA Wealth Management
Massachusetts
– -$3.45K -45 Closed
3 4 5 6
7