iShares Morningstar Mid-Cap Value ETF
IMCV
60 hedge funds and large institutions have $107M invested in iShares Morningstar Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 8 closing their positions.
145% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 11
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
3% more funds holding
Funds holding: 58 → 60 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $110M → $107M (-$2.57M)
13.03% less ownership
Funds ownership: 96.81% → 83.78% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.02M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.96M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.96M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.46M |
| 5 |
Goldman Sachs
New York
|
+$859K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.96M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$1.51M |
| 3 |
Morgan Stanley
New York
|
-$1.33M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.09M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$557K |
IMCV Hedge Fund Activity: Q2 2017 in Review
60 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q2 2017, worth a combined $107M — down 2.3% from $110M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IMCV positions and 8 closed out — a net gain of 2 holders — while 27 added to existing stakes and 11 trimmed.
The largest buyer was Jane Street, adding an estimated $2.02M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $8.96M sold.
- 60 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q2 2017, up from 58 in Q1 2017.
- Funds reported $107M of iShares Morningstar Mid-Cap Value ETF stock for Q2 2017, down 2.3% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q2 2017 and 8 closed out, a net change of +2 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q2 2017 was Jane Street, an estimated $2.02M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q2 2017 was Brookstone Capital Management, an estimated $8.96M sold.
Based on aggregated 13F filings for Q2 2017.