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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

25 hedge funds and large institutions have $49.1M invested in iShares Morningstar Mid-Cap Value ETF in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAAS
1
First Allied Advisory Services
California
$353K
2
LPL Financial
2
LPL Financial
California
$1.21M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.68M
4
Ameriprise
4
Ameriprise
Minnesota
$1.12M
5
GIA
5
GHP Investment Advisors
Colorado
$2.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.93M
2
AIG
2
American International Group
New York
$53.1K
3
CMP
3
Courage Miller Partners
Virginia
$2.46M
4
VF
4
Virtu Financial
New York
$2.94M
5
BlackRock
5
BlackRock
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$23M 661,311 – –
Bank of America
2
Bank of America
North Carolina
$3.93M 112,884 -37,494 -25%
VF
3
Virtu Financial
New York
$2.94M 84,303 -16,104 -16%
GIA
4
GHP Investment Advisors
Colorado
$2.85M 81,741 +753 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$2.68M 77,022 +2,907 +4%
Wells Fargo
6
Wells Fargo
California
$2.64M 75,858 -2,949 -4%
CMP
7
Courage Miller Partners
Virginia
$2.46M 70,542 -16,890 -19%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.87M 53,709 -5,487 -9%
U
9
UBS
Switzerland
$1.73M 49,632 -357 -0.7%
LPL Financial
10
LPL Financial
California
$1.21M 34,131 +3,948 +13%
Ameriprise
11
Ameriprise
Minnesota
$1.12M 32,283 +1,863 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$922K 26,493 +156 +0.6%
FAAS
13
First Allied Advisory Services
California
$353K 10,149 +10,149 New
SAM
14
Summit Asset Management
Tennessee
$267K 7,665 -696 -8%
FAT
15
First American Trust
California
$212K 6,081 -123 -2%
MFS
16
MSI Financial Services
Massachusetts
$174K 4,992 +711 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$169K 4,863 -7,029 -59%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$154K 4,425 -57 -1%
PMFA
19
Plante Moran Financial Advisors
Michigan
$115K 3,300 – –
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$114K 3,261 +6 +0.2%
SFS
21
Signator Financial Services
Massachusetts
$84K 2,400 – –
AIG
22
American International Group
New York
$53.1K 1,524 -18,297 -92%
PP
23
Palladium Partners
Virginia
$33K 948 – –
Citigroup
24
Citigroup
New York
$26K 747 – –
Creative Planning
25
Creative Planning
Kansas
$4K 105 – –
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