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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

75 hedge funds and large institutions have $168M invested in iShares Morningstar Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$4.31M
2
FAT
First American Trust
California
+$1.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.08M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$655K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.55M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$504K
3
WWM
Western Wealth Management
Colorado
-$343K
4
TSS
Two Sigma Securities
New York
-$270K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$223K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$22.9M -$2.55M -49,161 -10%
Axa
2
Axa
France
$20.7M – – –
Morgan Stanley
3
Morgan Stanley
New York
$17M +$209K +4,020 +1%
UBS Group
4
UBS Group
Switzerland
$11.7M +$606K +11,679 +5%
Wells Fargo
5
Wells Fargo
California
$11.4M +$224K +4,320 +2%
Bank of America
6
Bank of America
North Carolina
$8.27M +$229K +4,404 +3%
FAT
7
First American Trust
California
$7.66M +$1.7M +32,811 +29%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$6.32M +$94.4K +1,818 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.59M +$655K +12,612 +17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.45M +$1.6M +30,894 +56%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.4M +$1.08M +20,784 +32%
Citadel Advisors
12
Citadel Advisors
Florida
$4.31M +$4.31M +82,941 New
LPL Financial
13
LPL Financial
California
$4.07M +$635K +12,237 +18%
RJA
14
Raymond James & Associates
Florida
$4.01M +$416K +8,007 +12%
GIA
15
GHP Investment Advisors
Colorado
$3.79M -$108K -2,082 -3%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.47M +$107K +2,058 +3%
MWM
17
Marietta Wealth Management
Georgia
$3.09M -$215K -4,140 -7%
CMP
18
Courage Miller Partners
Virginia
$2.12M -$21.9K -423 -1%
TC
19
TAP Consulting
Missouri
$2.01M +$2.01M +38,625 New
FAIM
20
Financial Advocates Investment Management
Washington
$1.94M -$57.3K -1,104 -3%
AAS
21
Avantax Advisory Services
Texas
$1.71M +$473K +9,114 +38%
NL
22
NWAM LLC
Washington
$1.49M -$57.6K -1,110 -4%
Citigroup
23
Citigroup
New York
$1.33M -$180K -3,468 -12%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.27M +$195K +3,756 +18%
MHS
25
M Holdings Securities
Oregon
$1.23M -$17.1K -330 -1%
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