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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

27 hedge funds and large institutions have $60.3M invested in iShares Morningstar Mid-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
1
Noven Financial Group
Colorado
$3.81M
2
Bank of America
2
Bank of America
North Carolina
$7.8M
3
Axa
3
Axa
France
$26.3M
4
MHS
4
M Holdings Securities
Oregon
$1.02M
5
TH
5
Timber Hill
Connecticut
$863K

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$343K
3
FAAS
3
First Allied Advisory Services
California
$0
4
CMP
4
Courage Miller Partners
Virginia
$2.39M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$949K
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$26.3M 229,937 +9,500 +4%
Bank of America
2
Bank of America
North Carolina
$7.8M 68,261 +30,633 +81%
NFG
3
Noven Financial Group
Colorado
$3.81M 33,283 +33,283 New
Morgan Stanley
4
Morgan Stanley
New York
$3.69M 32,229 +6,555 +26%
GIA
5
GHP Investment Advisors
Colorado
$3.16M 27,664 +417 +2%
Wells Fargo
6
Wells Fargo
California
$2.89M 25,289 +3 +0%
CMP
7
Courage Miller Partners
Virginia
$2.39M 20,889 -2,625 -11%
U
8
UBS
Switzerland
$2.02M 17,640 +1,096 +7%
LPL Financial
9
LPL Financial
California
$1.93M 16,862 +5,485 +48%
Ameriprise
10
Ameriprise
Minnesota
$1.22M 10,646 -115 -1%
MHS
11
M Holdings Securities
Oregon
$1.02M 8,930 +8,930 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$949K 8,300 -531 -6%
TH
13
Timber Hill
Connecticut
$863K 7,549 +7,549 New
FAT
14
First American Trust
California
$573K 5,016 +2,989 +147%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$343K 3,002 -14,901 -83%
SAM
16
Summit Asset Management
Tennessee
$316K 2,765 +210 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$238K 2,082 +461 +28%
MFS
18
MSI Financial Services
Massachusetts
$180K 1,577 -87 -5%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$166K 1,457 -18 -1%
PMFA
20
Plante Moran Financial Advisors
Michigan
$126K 1,100 – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$120K 1,049 -38 -3%
AIG
22
American International Group
New York
$78.3K 685 +177 +35%
CAL
23
Capital Advisors Ltd
Ohio
$40K 347 +347 New
Creative Planning
24
Creative Planning
Kansas
$33K 285 +250 +714%
CFN
25
Cordasco Financial Network
Florida
$29K 250 +250 New
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