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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

79 hedge funds and large institutions have $188M invested in iShares Morningstar Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
25
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$22.5M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.72M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.54M
4
Bank of America
4
Bank of America
North Carolina
$8.48M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.91M

Top Sellers

1
Axa
1
Axa
France
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.93M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Ameriprise
4
Ameriprise
Minnesota
$24.3M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$24.3M 144,260 -13,961 -9%
EH
2
Equitable Holdings
New York
$22.5M 133,237 +133,237 New
MTC
3
Matrix Trust Company
Colorado
$19.2M 113,900 +1,384 +1%
Morgan Stanley
4
Morgan Stanley
New York
$18.8M 111,605 +1,147 +1%
Wells Fargo
5
Wells Fargo
California
$13M 77,314 +460 +0.6%
UBS Group
6
UBS Group
Switzerland
$12.1M 71,709 +1,106 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.72M 51,702 +13,511 +35%
Bank of America
8
Bank of America
North Carolina
$8.48M 50,236 +4,682 +10%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$7.52M 44,601 +2,205 +5%
RJA
10
Raymond James & Associates
Florida
$5.18M 30,685 +986 +3%
LPL Financial
11
LPL Financial
California
$4.91M 29,127 +979 +3%
GIA
12
GHP Investment Advisors
Colorado
$4.03M 23,884 -134 -0.6%
MWM
13
Marietta Wealth Management
Georgia
$3.14M 18,581 -50 -0.3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.93M 17,363 -36,298 -68%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.91M 17,253 +4,199 +32%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
– – – –
AAS
17
Avantax Advisory Services
Texas
$2.28M 13,538 +990 +8%
CMP
18
Courage Miller Partners
Virginia
$2.19M 13,007 -85 -0.6%
NL
19
NWAM LLC
Washington
$1.93M 11,462 +1,002 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.62M 9,619 -177 -2%
Stifel Financial
21
Stifel Financial
Missouri
$1.54M 9,100 +4,781 +111%
TC
22
TAP Consulting
Missouri
$1.32M 7,838 +40 +0.5%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.15M 6,813 +2,991 +78%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.14M 6,728 -6 -0.1%
FFN
25
Focus Financial Network
Minnesota
$1.12M 6,658 +2,667 +67%
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