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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

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.

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
27
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.92M
2
Ameriprise
2
Ameriprise
Minnesota
$5.13M
3
UBS Group
3
UBS Group
Switzerland
$8.47M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.47M
5
Goldman Sachs
5
Goldman Sachs
New York
$863K

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
MWM
2
Merriman Wealth Management
Washington
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$13.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$19.7M 132,937 – –
Morgan Stanley
2
Morgan Stanley
New York
$13.3M 89,839 -9,030 -9%
Bank of America
3
Bank of America
North Carolina
$8.52M 57,567 +1,896 +3%
UBS Group
4
UBS Group
Switzerland
$8.47M 57,174 +13,278 +30%
Wells Fargo
5
Wells Fargo
California
$6.57M 44,391 -1,994 -4%
Ameriprise
6
Ameriprise
Minnesota
$5.13M 34,649 +13,315 +62%
Jane Street
7
Jane Street
New York
$4.92M 33,224 +13,725 +70%
FAT
8
First American Trust
California
$4.15M 28,006 +3,051 +12%
GIA
9
GHP Investment Advisors
Colorado
$3.68M 24,866 +23 +0.1%
LPL Financial
10
LPL Financial
California
$3.37M 22,753 -1,914 -8%
MWM
11
Marietta Wealth Management
Georgia
$3.22M 21,778 +1,346 +7%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.1M 20,936 +3,101 +17%
CMP
13
Courage Miller Partners
Virginia
$2.29M 15,459 +33 +0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.11M 14,271 +1,043 +8%
RJA
15
Raymond James & Associates
Florida
$2.06M 13,891 +1,057 +8%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.47M 9,915 +9,915 New
PAG
17
Private Advisor Group
New Jersey
$1.28M 8,717 -230 -3%
MHS
18
M Holdings Securities
Oregon
$1.19M 8,031 – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.17M 7,899 +46 +0.6%
NL
20
NWAM LLC
Washington
$893K 6,028 +247 +4%
Citigroup
21
Citigroup
New York
$881K 5,962 +2,327 +64%
Goldman Sachs
22
Goldman Sachs
New York
$863K 5,832 +5,832 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$858K 5,796 +1,422 +33%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$796K 5,374 +2,615 +95%
LFAS
25
Level Four Advisory Services
Texas
$766K 5,220 – –
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