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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

54 hedge funds and large institutions have $111M invested in iShares Morningstar Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
54
Holders Change
+13
Holders Change %
+31.71%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$10.3M
2
Jane Street
2
Jane Street
New York
$11.9M
3
Axa
3
Axa
France
$19.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.9M
5
MWM
5
Marietta Wealth Management
Georgia
$1.97M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.93M
2
CAN
2
Cetera Advisor Networks
California
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$567K
4
SAM
4
SignalPoint Asset Management
Missouri
$0
5
CMP
5
Courage Miller Partners
Virginia
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$19.2M 132,937 +47,000 +55%
Morgan Stanley
2
Morgan Stanley
New York
$13.9M 96,512 +28,008 +41%
Jane Street
3
Jane Street
New York
$11.9M 82,088 +48,005 +141%
BCM
4
Brookstone Capital Management
Illinois
$10.3M 71,562 +71,562 New
Wells Fargo
5
Wells Fargo
California
$8.19M 56,675 +12,500 +28%
Bank of America
6
Bank of America
North Carolina
$7.55M 52,248 +8,784 +20%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$5.11M 35,360 +8,698 +33%
UBS Group
8
UBS Group
Switzerland
$4.27M 29,532 +3,473 +13%
GIA
9
GHP Investment Advisors
Colorado
$3.65M 25,247 -656 -3%
LPL Financial
10
LPL Financial
California
$2.93M 20,053 -15,071 -43%
CMP
11
Courage Miller Partners
Virginia
$2.28M 15,747 -1,354 -8%
RJA
12
Raymond James & Associates
Florida
$2.22M 15,346 +11,756 +327%
FAT
13
First American Trust
California
$2.19M 15,121 +2,215 +17%
MWM
14
Marietta Wealth Management
Georgia
$1.97M 13,658 +13,658 New
MFS
15
MSI Financial Services
Massachusetts
$1.81M 12,517 +821 +7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.67M 11,587 +142 +1%
MWM
17
Merriman Wealth Management
Washington
$1.52M 10,493 +10,493 New
PAG
18
Private Advisor Group
New Jersey
$1.33M 9,067 +7,280 +407%
MHS
19
M Holdings Securities
Oregon
$1.15M 7,967 +217 +3%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$870K 6,019 +2,691 +81%
Ameriprise
21
Ameriprise
Minnesota
$825K 5,712 +1,164 +26%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$587K 4,063 +4,063 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$574K 3,974 +28 +0.7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$567K 3,922 -1,490 -28%
Stifel Financial
25
Stifel Financial
Missouri
$466K 3,228 +3,228 New
1
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