iShares Morningstar Mid-Cap Value ETF
IMCV
71 hedge funds and large institutions have $124M invested in iShares Morningstar Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
47% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 17
22% more funds holding
Funds holding: 58 → 71 (+13)
8% more capital invested
Capital invested by funds: $115M → $124M (+$9.33M)
0.5% more ownership
Funds ownership: 87.69% → 88.19% (+0.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.84M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.76M |
| 3 |
Jane Street
New York
|
+$1.31M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.49M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.92M |
| 3 |
Goldman Sachs
New York
|
-$498K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$346K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$299K |
IMCV Hedge Fund Activity: Q4 2017 in Review
71 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q4 2017, worth a combined $124M — up 8.1% from $115M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IMCV positions and 4 closed out — a net gain of 13 holders — while 25 added to existing stakes and 17 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.84M. The largest seller was Susquehanna International Group, cutting an estimated $5.49M.
- 71 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q4 2017, up from 58 in Q3 2017.
- Funds reported $124M of iShares Morningstar Mid-Cap Value ETF stock for Q4 2017, up 8.1% quarter-over-quarter.
- 17 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q4 2017 and 4 closed out, a net change of +13 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q4 2017 was Citadel Advisors, an estimated $1.84M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q4 2017 was Susquehanna International Group, an estimated $5.49M sold.
Based on aggregated 13F filings for Q4 2017.