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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

70 hedge funds and large institutions have $157M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
17
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.22M
2
CIC
Cornercap Investment Counsel
Georgia
$3.84M
3
AAS
Avantax Advisory Services
Texas
$5.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.49M
5
NFG
Next Financial Group
Texas
$194K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$4.52M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$1.69M
3
Morgan Stanley
Morgan Stanley
New York
$34.1M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$912K
5
FFN
Focus Financial Network
Minnesota
$610K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.1M -$911K -20,868 -3%
EH
2
Equitable Holdings
New York
$18.6M +$55.6K +1,272 +0.3%
MTC
3
Matrix Trust Company
Colorado
$14M +$84.8K +1,941 +0.6%
Wells Fargo
4
Wells Fargo
California
$11.6M +$136K +3,111 +1%
IAN
5
Integrated Advisors Network
Texas
$8.87M -$184K -4,221 -2%
Bank of America
6
Bank of America
North Carolina
$6.5M -$176K -4,035 -3%
AAS
7
Avantax Advisory Services
Texas
$5.37M +$3.58M +81,948 +200%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.22M +$4.22M +96,513 +419%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.53M -$646K -14,790 -12%
Citadel Advisors
10
Citadel Advisors
Florida
$4.52M -$1.23M -28,167 -21%
GIA
11
GHP Investment Advisors
Colorado
$3.87M +$160K +3,654 +4%
CIC
12
Cornercap Investment Counsel
Georgia
$3.84M +$3.84M +87,996 New
RJA
13
Raymond James & Associates
Florida
$3.68M +$28.6K +654 +0.8%
LPL Financial
14
LPL Financial
California
$3.46M -$608K -13,932 -15%
UBS Group
15
UBS Group
Switzerland
$3.29M -$51.6K -1,182 -2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.49M +$1.27M +28,980 +103%
Stifel Financial
17
Stifel Financial
Missouri
$1.82M -$169K -3,876 -9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.69M -$1.18M -27,042 -41%
NL
19
NWAM LLC
Washington
$1.61M – – –
CMP
20
Courage Miller Partners
Virginia
$1.55M – – –
MWM
21
Marietta Wealth Management
Georgia
$1.22M -$75.2K -1,722 -6%
Ameriprise
22
Ameriprise
Minnesota
$1.21M -$124K -2,838 -9%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.03M -$36.7K -840 -3%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.01M +$7.99K +183 +0.8%
TC
25
TAP Consulting
Missouri
$943K -$71.5K -1,638 -7%
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