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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

84 hedge funds and large institutions have $222M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 3 closing their positions.

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
22
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$37.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.56M
3
MHS
3
M Holdings Securities
Oregon
$1.43M
4
LPL Financial
4
LPL Financial
California
$6.24M
5
CIC
5
Cornercap Investment Counsel
Georgia
$5.38M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.86M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.56M
3
RJA
3
Raymond James & Associates
Florida
$4.17M
4
TRCT
4
Tower Research Capital (TRC)
New York
$3K
5
Ameriprise
5
Ameriprise
Minnesota
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49M 265,786 +5,277 +2%
EH
2
Equitable Holdings
New York
$37.7M 204,472 +61,824 +43%
MTC
3
Matrix Trust Company
Colorado
$19.1M 103,415 -1,687 -2%
Wells Fargo
4
Wells Fargo
California
$15.9M 86,115 -1,958 -2%
Bank of America
5
Bank of America
North Carolina
$9.91M 53,768 +58 +0.1%
IAN
6
Integrated Advisors Network
Texas
$7.2M 39,060 -1,843 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.56M 35,560 +16,730 +89%
LPL Financial
8
LPL Financial
California
$6.24M 33,824 +6,121 +22%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.93M 32,150 -577 -2%
GIA
10
GHP Investment Advisors
Colorado
$5.66M 30,719 +177 +0.6%
Citadel Advisors
11
Citadel Advisors
Florida
$5.56M 30,166 -11,505 -28%
CIC
12
Cornercap Investment Counsel
Georgia
$5.38M 29,154 +5,785 +25%
RA
13
Rodgers & Associates
Pennsylvania
$4.92M 26,666 -1,982 -7%
RJA
14
Raymond James & Associates
Florida
$4.17M 22,602 -6,020 -21%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.79M 20,546 +112 +0.5%
AAS
16
Avantax Advisory Services
Texas
$3.44M 18,612 +4,031 +28%
CMP
17
Courage Miller Partners
Virginia
$2.12M 11,488 -194 -2%
Stifel Financial
18
Stifel Financial
Missouri
$2.11M 11,448 -1,024 -8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.86M 10,105 -40,386 -80%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$1.84M 9,989 -198 -2%
MWM
21
Marietta Wealth Management
Georgia
$1.76M 9,566 +128 +1%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.48M 8,032 +122 +2%
MHS
23
M Holdings Securities
Oregon
$1.43M 7,771 +7,771 New
Ameriprise
24
Ameriprise
Minnesota
$1.32M 7,163 -2,200 -23%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.31M 7,088 +94 +1%
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