iShares Morningstar Mid-Cap Value ETF
IMCV
66 hedge funds and large institutions have $130M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 7 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
16.9% more ownership
Funds ownership: 90.77% → 107.67% (+17%)
4% more capital invested
Capital invested by funds: $125M → $130M (+$4.62M)
1% less funds holding
Funds holding: 67 → 66 (-1)
13% less first-time investments, than exits
New positions opened: 7 | 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 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$25.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.04M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.55M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.12M |
| 5 |
Axa
Paris,
France
|
+$1.02M |
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
66 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q2 2018, worth a combined $130M — up 3.7% from $125M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IMCV and 7 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 20 added.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $25.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.24M sold.
- 66 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q2 2018, down from 67 in Q1 2018.
- Funds reported $130M of iShares Morningstar Mid-Cap Value ETF stock for Q2 2018, up 3.7% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q2 2018 and 8 closed out, a net change of -1 holder.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $25.4M 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.