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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

82 hedge funds and large institutions have $185M invested in iShares Morningstar Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
25
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.15M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.64M
4
Stifel Financial
4
Stifel Financial
Missouri
$694K
5
Wells Fargo
5
Wells Fargo
California
$12.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.1M
2
FAIM
2
Financial Advocates Investment Management
Washington
$580K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.5M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.12M
5
IDA
5
Intelligence Driven Advisers
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$25.5M 158,221 +2,020 +1%
Axa
2
Axa
France
$21.5M 133,237 – –
MTC
3
Matrix Trust Company
Colorado
$18.1M 112,516 +88 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$17.8M 110,458 +131 +0.1%
Wells Fargo
5
Wells Fargo
California
$12.4M 76,854 +3,019 +4%
UBS Group
6
UBS Group
Switzerland
$11.4M 70,603 +1,361 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.64M 53,661 +4,606 +9%
Bank of America
8
Bank of America
North Carolina
$7.33M 45,554 +463 +1%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$6.83M 42,396 +218 +0.5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.15M 38,191 +9,705 +34%
RJA
11
Raymond James & Associates
Florida
$4.78M 29,699 +1,983 +7%
Citadel Advisors
12
Citadel Advisors
Florida
$4.6M 28,613 +11,901 +71%
LPL Financial
13
LPL Financial
California
$4.53M 28,148 +1,772 +7%
GIA
14
GHP Investment Advisors
Colorado
$3.87M 24,018 -24 -0.1%
MWM
15
Marietta Wealth Management
Georgia
$3M 18,631 -773 -4%
CMP
16
Courage Miller Partners
Virginia
$2.11M 13,092 -275 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.1M 13,054 -13,783 -51%
AAS
18
Avantax Advisory Services
Texas
$2.02M 12,548 +979 +8%
NL
19
NWAM LLC
Washington
$1.68M 10,460 +532 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.58M 9,796 +26 +0.3%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
– – – –
TC
22
TAP Consulting
Missouri
$1.26M 7,798 +7,798 New
MML Investors Services
23
MML Investors Services
Massachusetts
$1.12M 6,948 -4,349 -38%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.08M 6,734 +396 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.07M 6,639 -24 -0.4%
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