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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

71 hedge funds and large institutions have $131M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 14 closing their positions.

Holders
71
Holders Change
-8
Holders Change %
-10.13%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
26
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$33M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.79M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.93M
4
Wells Fargo
4
Wells Fargo
California
$9.07M
5
Jane Street
5
Jane Street
New York
$750K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.7M
2
Ameriprise
2
Ameriprise
Minnesota
$12.5M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$877K
4
RJA
4
Raymond James & Associates
Florida
$1.93M
5
FSC
5
Full Sail Capital
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33M 308,695 +197,090 +177%
EH
2
Equitable Holdings
New York
$14.4M 134,495 +1,258 +0.9%
Ameriprise
3
Ameriprise
Minnesota
$12.5M 117,054 -27,206 -19%
MTC
4
Matrix Trust Company
Colorado
$12.1M 113,186 -714 -0.6%
Wells Fargo
5
Wells Fargo
California
$9.07M 84,806 +7,492 +10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.79M 72,852 +21,150 +41%
Bank of America
7
Bank of America
North Carolina
$5.23M 48,872 -1,364 -3%
LPL Financial
8
LPL Financial
California
$3.52M 32,883 +3,756 +13%
GIA
9
GHP Investment Advisors
Colorado
$2.99M 27,930 +4,046 +17%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.93M 27,361 +10,108 +59%
UBS Group
11
UBS Group
Switzerland
$2.7M 25,224 -46,485 -65%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.33M 21,824 +4,461 +26%
RJA
13
Raymond James & Associates
Florida
$1.93M 18,050 -12,635 -41%
MWM
14
Marietta Wealth Management
Georgia
$1.77M 16,556 -2,025 -11%
AAS
15
Avantax Advisory Services
Texas
$1.47M 13,698 +160 +1%
Stifel Financial
16
Stifel Financial
Missouri
$1.43M 13,332 +4,232 +47%
CMP
17
Courage Miller Partners
Virginia
$1.34M 12,513 -494 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.17M 34,469 +34,469 New
FFN
19
Focus Financial Network
Minnesota
$1.07M 10,047 +3,389 +51%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
– – – –
TC
21
TAP Consulting
Missouri
$831K 7,770 -68 -0.9%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$830K 7,765 +952 +14%
Jane Street
23
Jane Street
New York
$750K 7,014 +7,014 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$734K 6,867 +139 +2%
MML Investors Services
25
MML Investors Services
Massachusetts
$722K 6,756 +446 +7%
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