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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

58 hedge funds and large institutions have $115M invested in iShares Morningstar Mid-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
22
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$6.38M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.39M
3
UBS Group
3
UBS Group
Switzerland
$11M
4
Ameriprise
4
Ameriprise
Minnesota
$7.13M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$2.22M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
PAG
2
Private Advisor Group
New Jersey
$346K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.59M
4
NFG
4
Next Financial Group
Texas
$0
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$20.1M 132,937 – –
Morgan Stanley
2
Morgan Stanley
New York
$14.1M 93,196 +3,357 +4%
UBS Group
3
UBS Group
Switzerland
$11M 73,097 +15,923 +28%
Bank of America
4
Bank of America
North Carolina
$8.32M 55,082 -2,485 -4%
Ameriprise
5
Ameriprise
Minnesota
$7.13M 47,190 +12,541 +36%
Wells Fargo
6
Wells Fargo
California
$6.87M 45,442 +1,051 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$6.38M 42,229 +21,293 +102%
FAT
8
First American Trust
California
$4.73M 31,293 +3,287 +12%
GIA
9
GHP Investment Advisors
Colorado
$3.76M 24,884 +18 +0.1%
MWM
10
Marietta Wealth Management
Georgia
$3.53M 23,373 +1,595 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.39M 22,425 +17,051 +317%
LPL Financial
12
LPL Financial
California
$3.16M 20,887 -1,866 -8%
CMP
13
Courage Miller Partners
Virginia
$2.32M 15,363 -96 -0.6%
HighTower Advisors
14
HighTower Advisors
Illinois
$2.22M 14,642 +12,323 +531%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.84M 12,149 +2,234 +23%
RJA
16
Raymond James & Associates
Florida
$1.75M 11,583 -2,308 -17%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.59M 10,490 -3,781 -26%
MHS
18
M Holdings Securities
Oregon
$1.21M 8,031 – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.11M 7,346 -553 -7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$918K 6,082 +286 +5%
NL
21
NWAM LLC
Washington
$906K 6,000 -28 -0.5%
Citigroup
22
Citigroup
New York
$823K 5,445 -517 -9%
LFAS
23
Level Four Advisory Services
Texas
$789K 5,220 – –
Goldman Sachs
24
Goldman Sachs
New York
$770K 5,098 -734 -13%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$657K 4,352 -396 -8%
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