iShares Morningstar Mid-Cap Value ETF
IMCV
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.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
41% more capital invested
Capital invested by funds: $62M → $87.1M (+$25.1M)
20% more funds holding
Funds holding: 30 → 36 (+6)
8.47% more ownership
Funds ownership: 105.06% → 113.54% (+8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.53M |
| 2 |
NFG
Noven Financial Group
Denver,
Colorado
|
+$3.03M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.51M |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$2.03M |
| 5 |
FAT
First American Trust
Santa Ana,
California
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$216K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$119K |
| 3 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
-$62.6K |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$51K |
| 5 |
PP
Palladium Partners
Norfolk,
Virginia
|
-$37K |
IMCV Hedge Fund Activity: Q2 2014 in Review
36 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q2 2014, worth a combined $87.1M — up 41% from $62M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IMCV positions and 3 closed out — a net gain of 6 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.53M. The largest seller was VSR Financial Services, exiting entirely with an estimated $216K sold.
- 36 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q2 2014, up from 30 in Q1 2014.
- Funds reported $87.1M of iShares Morningstar Mid-Cap Value ETF stock for Q2 2014, up 41% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q2 2014 and 3 closed out, a net change of +6 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q2 2014 was Wells Fargo, an estimated $3.53M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q2 2014 was VSR Financial Services, an estimated $216K sold.
Based on aggregated 13F filings for Q2 2014.