iShares Morningstar Mid-Cap Value ETF
IMCV
39 hedge funds and large institutions have $78.7M invested in iShares Morningstar Mid-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
10% more capital invested
Capital invested by funds: $71.6M → $78.7M (+$7.08M)
8% more funds holding
Funds holding: 36 → 39 (+3)
5.55% more ownership
Funds ownership: 99.9% → 105.44% (+5.5%)
Top Buyers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.4M |
| 2 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$2.57M |
| 3 |
SG Americas Securities
New York
|
+$1.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.09M |
| 5 |
Morgan Stanley
New York
|
+$966K |
Top Sellers
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$2.7M |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$2.01M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$1.36M |
| 4 |
Jane Street
New York
|
-$646K |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$433K |
IMCV Hedge Fund Activity: Q4 2014 in Review
39 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q4 2014, worth a combined $78.7M — up 9.9% from $71.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IMCV positions and 5 closed out — a net gain of 4 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.4M. The largest seller was Noven Financial Group, exiting entirely with an estimated $2.7M sold.
- 39 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q4 2014, up from 36 in Q3 2014.
- Funds reported $78.7M of iShares Morningstar Mid-Cap Value ETF stock for Q4 2014, up 9.9% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q4 2014 and 5 closed out, a net change of +4 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q4 2014 was Susquehanna International Group, an estimated $3.4M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q4 2014 was Noven Financial Group, an estimated $2.7M sold.
Based on aggregated 13F filings for Q4 2014.