iShares Morningstar Mid-Cap Value ETF
IMCV
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.
2.58% more ownership
Funds ownership: 88.19% → 90.77% (+2.6%)
1% more capital invested
Capital invested by funds: $124M → $125M (+$809K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 71 → 67 (-4)
13% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 23
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.27M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.36M |
| 4 |
Morgan Stanley
New York
|
+$748K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$702K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.88M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.19M |
| 4 |
LPL Financial
San Diego,
California
|
-$433K |
| 5 |
Axa
Paris,
France
|
-$400K |
IMCV Hedge Fund Activity: Q1 2018 in Review
67 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q1 2018, worth a combined $125M — up 0.65% from $124M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IMCV and 6 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 20 added.
The largest buyer was Susquehanna International Group, adding an estimated $3.27M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.9M sold.
- 67 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q1 2018, down from 71 in Q4 2017.
- Funds reported $125M of iShares Morningstar Mid-Cap Value ETF stock for Q1 2018, up 0.65% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q1 2018 and 8 closed out, a net change of -2 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $3.27M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q1 2018 was Citadel Advisors, an estimated $1.9M sold.
Based on aggregated 13F filings for Q1 2018.