iShares Morningstar Mid-Cap Value ETF
IMCV
68 hedge funds and large institutions have $191M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
49% more capital invested
Capital invested by funds: $129M → $191M (+$62.7M)
9.48% more ownership
Funds ownership: 89.89% → 99.37% (+9.5%)
5% more funds holding
Funds holding: 65 → 68 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.04M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.25M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$708K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$679K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$522K |
| 3 |
Jane Street
New York
|
-$340K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$175K |
| 5 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$93.9K |
IMCV Hedge Fund Activity: Q3 2018 in Review
68 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q3 2018, worth a combined $191M — up 49% from $129M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IMCV positions and 5 closed out — a net gain of 3 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Ameriprise, adding an estimated $12.4M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $679K sold.
- 68 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q3 2018, up from 65 in Q2 2018.
- Funds reported $191M of iShares Morningstar Mid-Cap Value ETF stock for Q3 2018, up 49% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q3 2018 and 5 closed out, a net change of +3 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q3 2018 was Ameriprise, an estimated $12.4M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $679K sold.
Based on aggregated 13F filings for Q3 2018.