iShares Morningstar Mid-Cap Value ETF
IMCV
69 hedge funds and large institutions have $138M invested in iShares Morningstar Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 10 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
5.18% more ownership
Funds ownership: 99.37% → 104.55% (+5.2%)
1% more funds holding
Funds holding: 68 → 69 (+1)
28% less capital invested
Capital invested by funds: $191M → $138M (-$53.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.83M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.16M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.99M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.66M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.01M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.26M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.7M |
| 4 |
MWM
Marietta Wealth Management
Marietta,
Georgia
|
-$669K |
| 5 |
Axa
Paris,
France
|
-$548K |
IMCV Hedge Fund Activity: Q4 2018 in Review
69 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q4 2018, worth a combined $138M — down 28% from $191M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IMCV positions and 10 closed out — a net gain of 1 holder — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $4.83M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $4.01M sold.
- 69 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q4 2018, up from 68 in Q3 2018.
- Funds reported $138M of iShares Morningstar Mid-Cap Value ETF stock for Q4 2018, down 28% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q4 2018 and 10 closed out, a net change of +1 holder.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $4.83M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q4 2018 was Susquehanna International Group, an estimated $4.01M sold.
Based on aggregated 13F filings for Q4 2018.