iShares Morningstar Mid-Cap Value ETF
IMCV
84 hedge funds and large institutions have $223M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57% more capital inflows, than outflows
Capital inflows: $21.6M | Capital outflows: $13.8M
8% more funds holding
Funds holding: 78 → 84 (+6)
2.89% more ownership
Funds ownership: 48.35% → 51.24% (+2.9%)
19% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Equitable Holdings
New York
|
+$10.7M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.88M |
| 3 |
Sowell Financial Services
North Little Rock,
Arkansas
|
+$1.4M |
| 4 |
M Holdings Securities
Portland,
Oregon
|
+$1.34M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.96M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.98M |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
-$1.04M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$779K |
| 5 |
Tower Research Capital (TRC)
New York
|
-$511K |
IMCV Hedge Fund Activity: Q1 2021 in Review
84 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q1 2021, worth a combined $223M — up 19% from $187M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IMCV positions and 3 closed out — a net gain of 6 holders — while 21 added to existing stakes and 26 trimmed.
The largest buyer was Equitable Holdings, adding an estimated $10.7M. The largest seller was Royal Bank of Canada, cutting an estimated $6.96M.
- 84 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q1 2021, up from 78 in Q4 2020.
- Funds reported $223M of iShares Morningstar Mid-Cap Value ETF stock for Q1 2021, up 19% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q1 2021 and 3 closed out, a net change of +6 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q1 2021 was Equitable Holdings, an estimated $10.7M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $6.96M sold.
Based on aggregated 13F filings for Q1 2021.