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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

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 9 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAN
Integrated Advisors Network
Texas
$8.72M
2
Citadel Advisors
Citadel Advisors
Florida
$5.54M
3
RJA
Raymond James & Associates
Florida
$3.52M
4
EH
Equitable Holdings
New York
$17.8M
5
TRCT
Tower Research Capital (TRC)
New York
$792K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$1.29M
2
Morgan Stanley
Morgan Stanley
New York
$33.7M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.99M
4
Osaic Holdings
Osaic Holdings
Arizona
$740K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$970K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.7M -$5.27M -125,130 -14%
EH
2
Equitable Holdings
New York
$17.8M +$849K +20,166 +5%
MTC
3
Matrix Trust Company
Colorado
$13.4M -$925K -21,966 -6%
Wells Fargo
4
Wells Fargo
California
$11.1M +$371K +8,811 +3%
IAN
5
Integrated Advisors Network
Texas
$8.72M +$8.72M +207,222 New
Bank of America
6
Bank of America
North Carolina
$6.44M +$266K +6,327 +4%
Citadel Advisors
7
Citadel Advisors
Florida
$5.54M +$5.54M +131,580 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.99M -$4.21M -99,930 -46%
LPL Financial
9
LPL Financial
California
$3.92M -$233K -5,529 -6%
GIA
10
GHP Investment Advisors
Colorado
$3.58M +$47.7K +1,134 +1%
RJA
11
Raymond James & Associates
Florida
$3.52M +$1.24M +29,346 +54%
UBS Group
12
UBS Group
Switzerland
$3.22M +$33.3K +792 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.77M -$688K -16,341 -20%
Stifel Financial
14
Stifel Financial
Missouri
$1.92M +$235K +5,592 +14%
AAS
15
Avantax Advisory Services
Texas
$1.72M -$6.93K -165 -0.4%
NL
16
NWAM LLC
Washington
$1.55M -$50.5K -1,200 -3%
CMP
17
Courage Miller Partners
Virginia
$1.55M -$32.1K -762 -2%
FFN
18
Focus Financial Network
Minnesota
$1.42M +$150K +3,561 +12%
Ameriprise
19
Ameriprise
Minnesota
$1.29M -$13.5M -320,568 -91%
MWM
20
Marietta Wealth Management
Georgia
$1.25M -$846K -20,100 -40%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.18M +$601K +14,289 +104%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.03M +$46.7K +1,110 +5%
TC
23
TAP Consulting
Missouri
$978K -$3.41K -81 -0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$970K -$1.79M -42,423 -65%
MML Investors Services
25
MML Investors Services
Massachusetts
$969K +$116K +2,757 +14%
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