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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

78 hedge funds and large institutions have $186M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
19
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.52M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.95M
4
Bank of America
4
Bank of America
North Carolina
$8.4M
5
FTUS
5
Flow Traders U.S.
New York
$560K

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$6.4M
2
AAS
2
Avantax Advisory Services
Texas
$2.28M
3
NL
3
NWAM LLC
Washington
$334K
4
CIC
4
Cornercap Investment Counsel
Georgia
$3.94M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.7M 260,509 +480 +0.2%
EH
2
Equitable Holdings
New York
$22.3M 142,648 +1,007 +0.7%
MTC
3
Matrix Trust Company
Colorado
$16.4M 105,102 -1,409 -1%
Wells Fargo
4
Wells Fargo
California
$13.8M 88,073 -707 -0.8%
Bank of America
5
Bank of America
North Carolina
$8.4M 53,710 +4,074 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.9M 50,491 +10,637 +27%
Citadel Advisors
7
Citadel Advisors
Florida
$6.52M 41,671 +7,200 +21%
IAN
8
Integrated Advisors Network
Texas
$6.4M 40,903 -26,764 -40%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.12M 32,727 -1,885 -5%
GIA
10
GHP Investment Advisors
Colorado
$4.78M 30,542 +1,016 +3%
RA
11
Rodgers & Associates
Pennsylvania
$4.48M 28,648 +28,648 New
RJA
12
Raymond James & Associates
Florida
$4.48M 28,622 +572 +2%
LPL Financial
13
LPL Financial
California
$4.33M 27,703 +1,307 +5%
UBS Group
14
UBS Group
Switzerland
$4.02M 25,724 +630 +3%
CIC
15
Cornercap Investment Counsel
Georgia
$3.94M 23,369 -5,963 -20%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$3.2M 20,434 +1,424 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.95M 18,830 +5,930 +46%
AAS
18
Avantax Advisory Services
Texas
$2.28M 14,581 -26,378 -64%
Stifel Financial
19
Stifel Financial
Missouri
$1.95M 12,472 -1,432 -10%
CMP
20
Courage Miller Partners
Virginia
$1.83M 11,682 -577 -5%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$1.59M 10,187 +2,332 +30%
MWM
22
Marietta Wealth Management
Georgia
$1.48M 9,438 +156 +2%
Ameriprise
23
Ameriprise
Minnesota
$1.46M 9,363 +111 +1%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.24M 7,910 +174 +2%
TC
25
TAP Consulting
Missouri
$1.11M 7,124 -73 -1%
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