IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

37 hedge funds and large institutions have $50.8M invested in iShares Morningstar Mid-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.69M
2
FAT
2
First American Trust
California
$4.44M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$630K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$269K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$46K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.51M
2
VF
2
Virtu Financial
New York
$0
3
Jane Street
3
Jane Street
New York
$445K
4
LPL Financial
4
LPL Financial
California
$3.16M
5
Wells Fargo
5
Wells Fargo
California
$3.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$9.63M 77,937 – –
Morgan Stanley
2
Morgan Stanley
New York
$5.51M 44,594 -6,239 -12%
Bank of America
3
Bank of America
North Carolina
$4.76M 38,530 -1,803 -4%
FAT
4
First American Trust
California
$4.44M 35,923 +12,095 +51%
Wells Fargo
5
Wells Fargo
California
$3.83M 30,980 -2,406 -7%
GIA
6
GHP Investment Advisors
Colorado
$3.41M 27,569 -257 -0.9%
LPL Financial
7
LPL Financial
California
$3.16M 26,025 -2,577 -9%
UBS Group
8
UBS Group
Switzerland
$3.16M 25,528 -890 -3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.69M 21,804 +12,266 +129%
CMP
10
Courage Miller Partners
Virginia
$2.22M 18,193 -1,443 -7%
SG Americas Securities
11
SG Americas Securities
New York
$2.18M 17,675 -200 -1%
MHS
12
M Holdings Securities
Oregon
$958K 7,750 – –
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$630K 5,105 +3,536 +225%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$545K 4,408 -195 -4%
Ameriprise
15
Ameriprise
Minnesota
$506K 4,092 +213 +5%
Jane Street
16
Jane Street
New York
$445K 3,604 -2,649 -42%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$424K 3,429 -814 -19%
AIG
18
American International Group
New York
$401K 3,245 -1,568 -33%
SAM
19
Summit Asset Management
Tennessee
$316K 2,555 – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$269K 2,174 +2,174 New
MFS
21
MSI Financial Services
Massachusetts
$236K 1,911 -4 -0.2%
Citadel Advisors
22
Citadel Advisors
Florida
$234K 1,891 -1,862 -50%
HighTower Advisors
23
HighTower Advisors
Illinois
$212K 1,753 +38 +2%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$184K 1,483 -71 -5%
PMFA
25
Plante Moran Financial Advisors
Michigan
$136K 1,100 – –
1
2