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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

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.

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
20
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$14.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.11M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.18M
4
Axa
4
Axa
France
$21.8M
5
CWM
5
Cornerstone Wealth Management
Missouri
$1.01M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.68M
3
Jane Street
3
Jane Street
New York
$340K
4
F
4
F3Logic
Minnesota
$0
5
VDI
5
Vaughan David Investments
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$21.8M 136,837 +6,400 +5%
Morgan Stanley
2
Morgan Stanley
New York
$15.9M 99,801 +1,790 +2%
Ameriprise
3
Ameriprise
Minnesota
$14.3M 90,098 +12,810 +17%
UBS Group
4
UBS Group
Switzerland
$13.7M 85,761 +1,751 +2%
Wells Fargo
5
Wells Fargo
California
$9.55M 60,016 +5,400 +10%
Bank of America
6
Bank of America
North Carolina
$7.87M 49,426 +3,067 +7%
FAT
7
First American Trust
California
$6.12M 38,455 +1,045 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.68M 29,424 -4,491 -13%
MWM
9
Marietta Wealth Management
Georgia
$4.03M 25,345 +815 +3%
GIA
10
GHP Investment Advisors
Colorado
$3.94M 24,744 -85 -0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.11M 19,526 +9,784 +100%
MML Investors Services
12
MML Investors Services
Massachusetts
$2.68M 16,816 +1,728 +11%
LPL Financial
13
LPL Financial
California
$2.58M 16,237 -1,054 -6%
CMP
14
Courage Miller Partners
Virginia
$2.22M 13,955 -118 -0.8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.18M 13,660 +7,050 +107%
MHS
16
M Holdings Securities
Oregon
$1.28M 8,011 – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.23M 7,910 – –
NL
18
NWAM LLC
Washington
$1.1M 6,938 +100 +1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.1M 6,880 -90 -1%
CWM
20
Cornerstone Wealth Management
Missouri
$1.01M 159,992 +159,992 New
LFAS
21
Level Four Advisory Services
Texas
$866K 5,440 – –
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$793K 4,981 – –
Citigroup
23
Citigroup
New York
$744K 4,677 -490 -9%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$679K 4,268 -47 -1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$503K 3,161 +19 +0.6%
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