iShares Morningstar Mid-Cap Value ETF
IMCV
72 hedge funds and large institutions have $144M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
11% more capital invested
Capital invested by funds: $131M → $144M (+$13.7M)
3% more funds holding
Funds holding: 70 → 72 (+2)
3.86% less ownership
Funds ownership: 132.91% → 129.05% (-3.9%)
27% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
+$8.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.27M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.18M |
| 4 |
EH
Equitable Holdings
New York
|
+$808K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$625K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.8M |
| 2 |
Morgan Stanley
New York
|
-$5.01M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.44M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.7M |
IMCV Hedge Fund Activity: Q2 2020 in Review
72 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q2 2020, worth a combined $144M — up 11% from $131M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IMCV positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 22 trimmed.
The largest buyer was Integrated Advisors Network, opening a new position worth an estimated $8.3M. The largest seller was Ameriprise, cutting an estimated $12.8M.
- 72 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q2 2020, up from 70 in Q1 2020.
- Funds reported $144M of iShares Morningstar Mid-Cap Value ETF stock for Q2 2020, up 11% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q2 2020 and 8 closed out, a net change of +2 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q2 2020 was Integrated Advisors Network, an estimated $8.3M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q2 2020 was Ameriprise, an estimated $12.8M sold.
Based on aggregated 13F filings for Q2 2020.