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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

30 hedge funds and large institutions have $61.9M invested in iShares Morningstar Mid-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.77M
3
Wells Fargo
3
Wells Fargo
California
$3.72M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$533K
5
VFS
5
VSR Financial Services
Kansas
$216K

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$0
2
TH
2
Timber Hill
Connecticut
$0
3
Ameriprise
3
Ameriprise
Minnesota
$474K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$901K
5
CMP
5
Courage Miller Partners
Virginia
$2.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$27.1M 229,937 – –
Bank of America
2
Bank of America
North Carolina
$8.18M 69,358 +1,097 +2%
Morgan Stanley
3
Morgan Stanley
New York
$4.77M 40,406 +8,177 +25%
Wells Fargo
4
Wells Fargo
California
$3.72M 31,573 +6,284 +25%
GIA
5
GHP Investment Advisors
Colorado
$3.32M 28,148 +484 +2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.95M 24,999 +21,997 +733%
CMP
7
Courage Miller Partners
Virginia
$2.44M 20,709 -180 -0.9%
U
8
UBS
Switzerland
$2.11M 17,879 +239 +1%
LPL Financial
9
LPL Financial
California
$2.05M 17,410 +548 +3%
MHS
10
M Holdings Securities
Oregon
$1.05M 8,930 – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$901K 7,639 -661 -8%
FAT
12
First American Trust
California
$572K 4,844 -172 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$533K 4,522 +2,440 +117%
Ameriprise
14
Ameriprise
Minnesota
$474K 4,021 -6,625 -62%
MFS
15
MSI Financial Services
Massachusetts
$352K 2,988 +1,411 +89%
SAM
16
Summit Asset Management
Tennessee
$326K 2,765 – –
VFS
17
VSR Financial Services
Kansas
$216K 1,835 +1,835 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$179K 1,517 +468 +45%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$171K 1,454 -3 -0.2%
PMFA
20
Plante Moran Financial Advisors
Michigan
$130K 1,100 – –
AIG
21
American International Group
New York
$67.3K 571 -114 -17%
CAL
22
Capital Advisors Ltd
Ohio
$41K 347 – –
PP
23
Palladium Partners
Virginia
$37K 316 +316 New
Creative Planning
24
Creative Planning
Kansas
$34K 285 – –
BRWM
25
B. Riley Wealth Management
Tennessee
$30K 254 +254 New
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