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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

91 hedge funds and large institutions have $234M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 75 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
75
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$19.5M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.28M
3
EH
3
Equitable Holdings
New York
$40.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.94M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$817K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$477K
2
Morgan Stanley
2
Morgan Stanley
New York
$47.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.63M
4
IAN
4
Integrated Advisors Network
Texas
$5.34M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.9M 745,821 -51,537 -6%
EH
2
Equitable Holdings
New York
$40.7M 633,190 +19,774 +3%
Wells Fargo
3
Wells Fargo
California
$19.5M 304,137 +45,792 +18%
MTC
4
Matrix Trust Company
Colorado
$19.4M 301,471 -8,774 -3%
Bank of America
5
Bank of America
North Carolina
$10.1M 157,458 -3,846 -2%
LPL Financial
6
LPL Financial
California
$7.18M 111,801 +10,329 +10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.02M 109,364 +2,684 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.97M 92,894 -3,556 -4%
GIA
9
GHP Investment Advisors
Colorado
$5.94M 92,552 +395 +0.4%
CIC
10
Cornercap Investment Counsel
Georgia
$5.64M 87,789 +327 +0.4%
IAN
11
Integrated Advisors Network
Texas
$5.34M 83,218 -33,962 -29%
UBS Group
12
UBS Group
Switzerland
$5.34M 83,067 +1,314 +2%
RA
13
Rodgers & Associates
Pennsylvania
$4.78M 74,376 -5,622 -7%
RJA
14
Raymond James & Associates
Florida
$4.21M 65,559 -2,247 -3%
AAS
15
Avantax Advisory Services
Texas
$3.9M 60,830 +4,994 +9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.94M 45,759 +15,444 +51%
Citadel Advisors
17
Citadel Advisors
Florida
$2.63M 40,943 -49,555 -55%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$2.28M 35,454 +35,454 New
Stifel Financial
19
Stifel Financial
Missouri
$2.18M 33,975 -369 -1%
CMP
20
Courage Miller Partners
Virginia
$2.18M 33,950 -514 -1%
MWM
21
Marietta Wealth Management
Georgia
$1.95M 30,378 +1,680 +6%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
– – – –
MML Investors Services
23
MML Investors Services
Massachusetts
$1.5M 23,418 -678 -3%
MHS
24
M Holdings Securities
Oregon
$1.5M 23,315 +2 +0%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.41M 22,003 +739 +3%
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