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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

58 hedge funds and large institutions have $110M invested in iShares Morningstar Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
25
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.12M
2
UBS Group
2
UBS Group
Switzerland
$6.52M
3
FAT
3
First American Trust
California
$3.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.09M
5
MWM
5
Marietta Wealth Management
Georgia
$3.03M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.89M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.65M
3
BCM
3
Brookstone Capital Management
Illinois
$8.96M
4
Wells Fargo
4
Wells Fargo
California
$6.89M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$19.7M 132,937 – –
Morgan Stanley
2
Morgan Stanley
New York
$14.7M 98,869 +2,357 +2%
BCM
3
Brookstone Capital Management
Illinois
$8.96M 60,383 -11,179 -16%
Bank of America
4
Bank of America
North Carolina
$8.26M 55,671 +3,423 +7%
Wells Fargo
5
Wells Fargo
California
$6.89M 46,385 -10,290 -18%
UBS Group
6
UBS Group
Switzerland
$6.52M 43,896 +14,364 +49%
FAT
7
First American Trust
California
$3.7M 24,955 +9,834 +65%
GIA
8
GHP Investment Advisors
Colorado
$3.69M 24,843 -404 -2%
LPL Financial
9
LPL Financial
California
$3.63M 24,667 +4,614 +23%
Ameriprise
10
Ameriprise
Minnesota
$3.12M 21,334 +15,622 +273%
MWM
11
Marietta Wealth Management
Georgia
$3.03M 20,432 +6,774 +50%
Jane Street
12
Jane Street
New York
$2.89M 19,499 -62,589 -76%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.65M 17,835 -17,525 -50%
CMP
14
Courage Miller Partners
Virginia
$2.29M 15,426 -321 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.96M 13,228 +1,641 +14%
RJA
16
Raymond James & Associates
Florida
$1.91M 12,834 -2,512 -16%
MWM
17
Merriman Wealth Management
Washington
$1.52M 10,208 -285 -3%
PAG
18
Private Advisor Group
New Jersey
$1.31M 8,947 -120 -1%
MHS
19
M Holdings Securities
Oregon
$1.19M 8,031 +64 +0.8%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.17M 7,853 +1,834 +30%
Citadel Advisors
21
Citadel Advisors
Florida
$1.09M 7,314 +7,314 New
NL
22
NWAM LLC
Washington
$858K 5,781 +5,781 New
LFAS
23
Level Four Advisory Services
Texas
$766K 5,220 +3,837 +277%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$743K 5,004 +1,082 +28%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$698K 4,703 +640 +16%
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