iShares Morningstar Mid-Cap Value ETF
IMCV
65 hedge funds and large institutions have $129M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 8 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
3% more capital invested
Capital invested by funds: $125M → $129M (+$3.61M)
0.88% less ownership
Funds ownership: 90.77% → 89.89% (-0.88%)
3% less funds holding
Funds holding: 67 → 65 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.04M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.55M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.12M |
| 4 |
Axa
Paris,
France
|
+$1.02M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$858K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.24M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$714K |
| 3 |
Jane Street
New York
|
-$630K |
| 4 |
F
F3Logic
Burnsville,
Minnesota
|
-$569K |
| 5 |
VDI
Vaughan David Investments
Peoria,
Illinois
|
-$452K |
IMCV Hedge Fund Activity: Q2 2018 in Review
65 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q2 2018, worth a combined $129M — up 2.9% from $125M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IMCV and 6 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 20 added.
The largest buyer was Ameriprise, adding an estimated $2.04M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.24M sold.
- 65 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q2 2018, down from 67 in Q1 2018.
- Funds reported $129M of iShares Morningstar Mid-Cap Value ETF stock for Q2 2018, up 2.9% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q2 2018 and 8 closed out, a net change of -2 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q2 2018 was Ameriprise, an estimated $2.04M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q2 2018 was Susquehanna International Group, an estimated $4.24M sold.
Based on aggregated 13F filings for Q2 2018.