iShares Morningstar Mid-Cap Value ETF
IMCV
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.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
29% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 24
8% more capital invested
Capital invested by funds: $230M → $249M (+$19.2M)
8% more funds holding
Funds holding: 88 → 95 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.13% less ownership
Funds ownership: 50.86% → 50.73% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.68M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.66M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.25M |
| 4 |
Morgan Stanley
New York
|
+$759K |
| 5 |
Goldman Sachs
New York
|
+$738K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$4.89M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$959K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$732K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$593K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$540K |
IMCV Hedge Fund Activity: Q4 2021 in Review
95 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q4 2021, worth a combined $249M — up 8.4% from $230M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IMCV positions and 9 closed out — a net gain of 7 holders — while 31 added to existing stakes and 24 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.68M. The largest seller was Cornercap Investment Counsel, exiting entirely with an estimated $4.89M sold.
- 95 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q4 2021, up from 88 in Q3 2021.
- Funds reported $249M of iShares Morningstar Mid-Cap Value ETF stock for Q4 2021, up 8.4% quarter-over-quarter.
- 16 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q4 2021 and 9 closed out, a net change of +7 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $1.68M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q4 2021 was Cornercap Investment Counsel, an estimated $4.89M sold.
Based on aggregated 13F filings for Q4 2021.