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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

36 hedge funds and large institutions have $71.6M invested in iShares Morningstar Mid-Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VKH
1
Virtu KCG Holdings
New York
$1.36M
2
SG Americas Securities
2
SG Americas Securities
New York
$898K
3
Axa
3
Axa
France
$29.9M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$637K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.05M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$4.1M
3
Wells Fargo
3
Wells Fargo
California
$3.71M
4
Jane Street
4
Jane Street
New York
$646K
5
PAG
5
Private Advisor Group
New Jersey
$157K
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$29.9M 250,037 +7,300 +3%
Morgan Stanley
2
Morgan Stanley
New York
$6M 50,095 +4,043 +9%
Bank of America
3
Bank of America
North Carolina
$4.1M 34,221 -38,530 -53%
Wells Fargo
4
Wells Fargo
California
$3.71M 30,983 -30,046 -49%
GIA
5
GHP Investment Advisors
Colorado
$3.44M 28,709 +20 +0.1%
FAT
6
First American Trust
California
$2.88M 24,094 +3,922 +19%
NFG
7
Noven Financial Group
Colorado
$2.7M 22,562 -2,702 -11%
LPL Financial
8
LPL Financial
California
$2.54M 21,456 -4,514 -17%
CMP
9
Courage Miller Partners
Virginia
$2.47M 20,606 +419 +2%
MFS
10
MSI Financial Services
Massachusetts
$2.42M 20,256 +347 +2%
U
11
UBS
Switzerland
$2.18M 18,224 +163 +0.9%
VKH
12
Virtu KCG Holdings
New York
$1.36M 11,373 +11,373 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.05M 8,808 +5,280 +150%
MHS
14
M Holdings Securities
Oregon
$1.02M 8,505 – –
SG Americas Securities
15
SG Americas Securities
New York
$898K 7,500 +7,500 New
ALA
16
Atherton Lane Advisers
California
$806K 6,735 +1,080 +19%
Jane Street
17
Jane Street
New York
$646K 5,398 -8,823 -62%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$637K 5,322 +5,322 New
Ameriprise
19
Ameriprise
Minnesota
$488K 4,076 -45 -1%
WI
20
WBI Investments
New Jersey
$433K 3,618 +3,618 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$346K 2,894 -5,245 -64%
SAM
22
Summit Asset Management
Tennessee
$331K 2,765 – –
HIS
23
Horizon Investment Services
Indiana
$229K 1,912 +150 +9%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$188K 1,569 +151 +11%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$174K 1,454 – –
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