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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

67 hedge funds and large institutions have $125M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
20
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.19M
2
Ameriprise
Ameriprise
Minnesota
+$2.92M
3
UBS Group
UBS Group
Switzerland
+$1.32M
4
Morgan Stanley
Morgan Stanley
New York
+$729K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$684K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.9M
2
RJA
Raymond James & Associates
Florida
-$1.88M
3
Bank of America
Bank of America
North Carolina
-$1.15M
4
LPL Financial
LPL Financial
California
-$422K
5
Axa
Axa
France
-$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$20.3M -$390K -7,500 -2%
Morgan Stanley
2
Morgan Stanley
New York
$15.3M +$729K +14,016 +5%
UBS Group
3
UBS Group
Switzerland
$13.1M +$1.32M +25,404 +11%
Ameriprise
4
Ameriprise
Minnesota
$12M +$2.92M +56,184 +32%
Wells Fargo
5
Wells Fargo
California
$8.52M +$410K +7,884 +5%
Bank of America
6
Bank of America
North Carolina
$7.23M -$1.15M -22,215 -14%
FAT
7
First American Trust
California
$5.84M +$601K +11,556 +11%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.29M +$684K +13,161 +15%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$4.24M +$3.19M +61,299 +304%
GIA
10
GHP Investment Advisors
Colorado
$3.87M -$16.8K -324 -0.4%
MWM
11
Marietta Wealth Management
Georgia
$3.83M +$90.8K +1,746 +2%
LPL Financial
12
LPL Financial
California
$2.7M -$422K -8,112 -14%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.35M +$299K +5,754 +15%
CMP
14
Courage Miller Partners
Virginia
$2.19M -$157K -3,018 -7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.52M -$156K -3,003 -9%
MHS
16
M Holdings Securities
Oregon
$1.25M – – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.23M -$15.9K -306 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.09M +$46.2K +888 +4%
NL
19
NWAM LLC
Washington
$1.07M – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.03M -$86.3K -1,659 -8%
Jane Street
21
Jane Street
New York
$952K -$369K -7,092 -28%
LFAS
22
Level Four Advisory Services
Texas
$848K -$20.6K -396 -2%
Citigroup
23
Citigroup
New York
$806K -$34K -654 -4%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$777K +$83.6K +1,608 +12%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$673K +$156 +3 +0%
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