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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

36 hedge funds and large institutions have $87.1M invested in iShares Morningstar Mid-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$7.59M
2
NFG
2
Noven Financial Group
Colorado
$3.14M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.71M
4
MFS
4
MSI Financial Services
Massachusetts
$2.48M
5
FAT
5
First American Trust
California
$2.51M

Top Sellers

1
VFS
1
VSR Financial Services
Kansas
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$439K
3
CMP
3
Courage Miller Partners
Virginia
$2.51M
4
MHS
4
M Holdings Securities
Oregon
$1.06M
5
PP
5
Palladium Partners
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$30.2M 242,737 +12,800 +6%
Bank of America
2
Bank of America
North Carolina
$9.05M 72,751 +3,393 +5%
Wells Fargo
3
Wells Fargo
California
$7.59M 61,029 +29,456 +93%
Morgan Stanley
4
Morgan Stanley
New York
$5.73M 46,052 +5,646 +14%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.71M 45,895 +20,896 +84%
GIA
6
GHP Investment Advisors
Colorado
$3.57M 28,689 +541 +2%
LPL Financial
7
LPL Financial
California
$3.23M 25,970 +8,560 +49%
NFG
8
Noven Financial Group
Colorado
$3.14M 25,264 +25,264 New
CMP
9
Courage Miller Partners
Virginia
$2.51M 20,187 -522 -3%
FAT
10
First American Trust
California
$2.51M 20,172 +15,328 +316%
MFS
11
MSI Financial Services
Massachusetts
$2.48M 19,909 +16,921 +566%
U
12
UBS
Switzerland
$2.25M 18,061 +182 +1%
Jane Street
13
Jane Street
New York
$1.77M 14,221 +14,221 New
MHS
14
M Holdings Securities
Oregon
$1.06M 8,505 -425 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.01M 8,139 +500 +7%
PAG
16
Private Advisor Group
New Jersey
$995K 8,004 +8,004 New
AIG
17
American International Group
New York
$734K 5,900 +5,329 +933%
ALA
18
Atherton Lane Advisers
California
$703K 5,655 +5,655 New
Ameriprise
19
Ameriprise
Minnesota
$512K 4,121 +100 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$439K 3,528 -994 -22%
VF
21
Virtu Financial
New York
$430K 3,460 +3,460 New
SAM
22
Summit Asset Management
Tennessee
$344K 2,765 – –
HIS
23
Horizon Investment Services
Indiana
$219K 1,762 +1,762 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$181K 1,454 – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$176K 1,418 -99 -7%
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