We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

26 hedge funds and large institutions have $49.2M invested in iShares Morningstar Mid-Cap Value ETF in 2013 Q2 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

116.13% more ownership

Funds ownership: 0% → 116.13% (+116%)

Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Axa
1
Axa
France
$21.5M +$21.4M +661,311 New
Bank of America
2
Bank of America
North Carolina
$4.9M +$4.86M +150,378 New
VF
3
Virtu Financial
New York
$3.27M +$3.25M +100,407 New
CMP
4
Courage Miller Partners
Virginia
$2.85M +$2.83M +87,432 New
GIA
5
GHP Investment Advisors
Colorado
$2.64M +$2.62M +80,988 New
Wells Fargo
6
Wells Fargo
California
$2.57M +$2.55M +78,807 New
Morgan Stanley
7
Morgan Stanley
New York
$2.41M +$2.4M +74,115 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.93M +$1.91M +59,196 New
U
9
UBS
Switzerland
$1.63M +$1.62M +49,989 New
Ameriprise
10
Ameriprise
Minnesota
$991K +$983K +30,420 New
LPL Financial
11
LPL Financial
California
$983K +$976K +30,183 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$858K +$851K +26,337 New
AIG
13
American International Group
New York
$645K +$641K +19,821 New
BlackRock
14
BlackRock
New York
$449K +$446K +13,800 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$387K +$384K +11,892 New
SAM
16
Summit Asset Management
Tennessee
$272K +$270K +8,361 New
FAT
17
First American Trust
California
$202K +$201K +6,204 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$146K +$145K +4,482 New
MFS
19
MSI Financial Services
Massachusetts
$139K +$138K +4,281 New
PMFA
20
Plante Moran Financial Advisors
Michigan
$107K +$107K +3,300 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$106K +$105K +3,255 New
SFS
22
Signator Financial Services
Massachusetts
$78K +$77.6K +2,400 New
PP
23
Palladium Partners
Virginia
$31K +$30.6K +948 New
Citigroup
24
Citigroup
New York
$24K +$24.1K +747 New
Jones Financial Companies
25
Jones Financial Companies
Missouri
$19K +$18.7K +579 New
1
2

IMCV Hedge Fund Activity: Q2 2013 in Review

26 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q2 2013, worth a combined $49.2M.

Buyers outnumbered sellers: 26 funds opened new IMCV positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

  • 26 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $49.2M of iShares Morningstar Mid-Cap Value ETF stock for Q2 2013.
  • 26 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q2 2013 and 0 closed out, a net change of +26 holders.

Based on aggregated 13F filings for Q2 2013.