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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

95 hedge funds and large institutions have $249M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
31
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.96M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.71M
3
Wells Fargo
3
Wells Fargo
California
$21.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$50.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$758K

Top Sellers

1
CIC
1
Cornercap Investment Counsel
Georgia
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$1.58M
3
FTUS
3
Flow Traders U.S.
New York
$286K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.61M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.4M +$779K +11,407 +2%
EH
2
Equitable Holdings
New York
$43.2M -$66.5K -974 -0.2%
Wells Fargo
3
Wells Fargo
California
$21.9M +$1.29M +18,847 +6%
MTC
4
Matrix Trust Company
Colorado
$15.1M +$63.4K +929 +0.4%
Bank of America
5
Bank of America
North Carolina
$10.7M -$9.22K -135 -0.1%
LPL Financial
6
LPL Financial
California
$10M -$383K -5,614 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$8.96M +$1.73M +25,334 +24%
FA
8
Flagstar Advisors
New York
$8.12M +$158K +2,310 +2%
GIA
9
GHP Investment Advisors
Colorado
$6.43M +$28.7K +421 +0.4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.16M -$76.3K -1,118 -1%
UBS Group
11
UBS Group
Switzerland
$5.83M +$20.1K +295 +0.3%
IAN
12
Integrated Advisors Network
Texas
$5.18M -$293K -4,288 -5%
RJA
13
Raymond James & Associates
Florida
$4.99M +$34.1K +500 +0.7%
RA
14
Rodgers & Associates
Pennsylvania
$4.96M -$25.5K -374 -0.5%
AAS
15
Avantax Advisory Services
Texas
$4.65M +$235K +3,438 +5%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$2.64M +$174K +2,546 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.61M -$751K -11,006 -22%
Stifel Financial
18
Stifel Financial
Missouri
$2.39M +$77.7K +1,138 +3%
MWM
19
Marietta Wealth Management
Georgia
$2.37M +$119K +1,749 +5%
SFS
20
Sowell Financial Services
Arkansas
$2.29M +$450K +6,593 +25%
CMP
21
Courage Miller Partners
Virginia
$2.14M -$94.8K -1,388 -4%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.06M +$322K +4,713 +18%
Citadel Advisors
23
Citadel Advisors
Florida
$1.71M +$1.71M +25,023 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$1.58M -$1.64M – –
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.44M +$7.17K +105 +0.5%
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