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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

69 hedge funds and large institutions have $193M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$65.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.01M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.46M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.86M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.86M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
UBS Group
2
UBS Group
Switzerland
$13.4M
3
Jane Street
3
Jane Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$9.55M
5
SAM
5
Summit Asset Management
Tennessee
$268K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$65.4M 166,170 +76,072 +84%
Axa
2
Axa
France
$22.2M 136,837 – –
Morgan Stanley
3
Morgan Stanley
New York
$16.7M 103,388 +3,587 +4%
UBS Group
4
UBS Group
Switzerland
$13.4M 82,559 -3,202 -4%
Wells Fargo
5
Wells Fargo
California
$9.55M 58,944 -1,072 -2%
Bank of America
6
Bank of America
North Carolina
$8.39M 51,824 +2,398 +5%
FAT
7
First American Trust
California
$6.24M 38,511 +56 +0.1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.86M 36,192 +6,768 +23%
MWM
9
Marietta Wealth Management
Georgia
$4.15M 25,614 +269 +1%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$4.01M 24,782 +24,782 New
GIA
11
GHP Investment Advisors
Colorado
$3.99M 24,634 -110 -0.4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.86M 23,868 +4,342 +22%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.46M 21,342 +7,682 +56%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.33M 20,569 +3,753 +22%
LPL Financial
15
LPL Financial
California
$2.99M 18,491 +2,254 +14%
CMP
16
Courage Miller Partners
Virginia
$2.23M 13,780 -175 -1%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.34M 8,277 +367 +5%
CWM
18
Cornerstone Wealth Management
Missouri
$1.34M 202,907 +42,915 +27%
MHS
19
M Holdings Securities
Oregon
$1.3M 8,011 – –
NL
20
NWAM LLC
Washington
$1.12M 6,938 – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.11M 6,857 -23 -0.3%
Citigroup
22
Citigroup
New York
$893K 5,511 +834 +18%
LFAS
23
Level Four Advisory Services
Texas
$881K 5,440 – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$778K 4,802 -179 -4%
CAN
25
Cetera Advisor Networks
California
$692K 4,285 +2,881 +205%
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