iShares Morningstar Mid-Cap Value ETF
IMCV
IMCV
154 hedge funds and large institutions have $443M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
70
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
$12.1M |
| 2 |
Morgan Stanley
New York
|
$51.7M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$581K |
| 4 |
BDF
Black Diamond Financial
Towson,
Maryland
|
$8.42M |
| 5 |
EH
Equitable Holdings
New York
|
$29.6M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CPG
151
Cornerstone Planning Group
Fairfield,
New Jersey
| $1.16K | +$1.16K | +15 | New |
|
|
HI
152
Harbour Investments
Madison,
Wisconsin
| $1.14K | – | – | – |
|
|
SPIA
153
Steward Partners Investment Advisory
New York
| $988 | – | – | – |
|
|
RTL
154
Red Tortoise LLC
Atlanta,
Georgia
| $132 | – | – | – |
|
|
HNB
155
Huntington National Bank
Columbus,
Ohio
| $76 | -$27.8K | – | – |
|
|
TRCT
156
Tower Research Capital (TRC)
New York
| – | -$458K | -6,178 | Closed |
|
|
QCM
157
Quantinno Capital Management
New York
| – | -$365K | -4,919 | Closed |
|
158
Jane Street
New York
| – | -$316K | -4,265 | Closed |
|
159
Citadel Advisors
Miami,
Florida
| – | -$214K | -2,889 | Closed |
|
|
NEWAS
160
N.E.W. Advisory Services
De Pere,
Wisconsin
| – | -$38.2K | -515 | Closed |
|
|
AAG
161
Armstrong Advisory Group
Needham,
Massachusetts
| – | -$14.7K | -198 | Closed |
|
|
AEPWM
162
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| – | -$11.9K | -160 | Closed |
|
|
FWP
163
FAS Wealth Partners
Leawood,
Kansas
| – | -$6.05K | -81 | Closed |
|
|
AWM
164
AE Wealth Management
Topeka,
Kansas
| – | -$223 | -3 | Closed |
|