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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

105 hedge funds and large institutions have $285M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
105
Holders Change
+10
Holders Change %
+10.53%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
31
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.2M
2
Bank of America
2
Bank of America
North Carolina
$16.4M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$7.94M
4
CIC
4
Cornercap Investment Counsel
Georgia
$4.54M
5
S
5
Surevest
California
$4.47M

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$517K
2
EH
2
Equitable Holdings
New York
$40.4M
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
FA
4
Flagstar Advisors
New York
$7.42M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.5M 732,447 -6,246 -0.8%
EH
2
Equitable Holdings
New York
$40.4M 586,600 -46,294 -7%
Wells Fargo
3
Wells Fargo
California
$22.6M 327,971 +6,649 +2%
Bank of America
4
Bank of America
North Carolina
$16.4M 237,896 +80,630 +51%
MTC
5
Matrix Trust Company
Colorado
$14.9M 216,926 -3,864 -2%
LPL Financial
6
LPL Financial
California
$10.8M 157,277 +10,593 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.2M 150,790 +133,531 +774%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.6M 139,416 +8,216 +6%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$7.94M 115,285 +76,644 +198%
FA
10
Flagstar Advisors
New York
$7.42M 107,665 -11,225 -9%
GIA
11
GHP Investment Advisors
Colorado
$6.38M 92,667 -1,582 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.17M 89,574 -584 -0.6%
UBS Group
13
UBS Group
Switzerland
$5.9M 85,659 +289 +0.3%
RJA
14
Raymond James & Associates
Florida
$5.47M 79,388 +6,301 +9%
AAS
15
Avantax Advisory Services
Texas
$5.26M 76,297 +8,166 +12%
RA
16
Rodgers & Associates
Pennsylvania
$4.97M 72,168 -523 -0.7%
CIC
17
Cornercap Investment Counsel
Georgia
$4.54M 65,840 +65,840 New
S
18
Surevest
California
$4.47M 64,910 +61,863 +2,030%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.8M 55,073 +16,777 +44%
DC
20
Davenport & Co
Virginia
$2.62M 38,035 +32,493 +586%
MWM
21
Marietta Wealth Management
Georgia
$2.5M 36,340 +1,697 +5%
Stifel Financial
22
Stifel Financial
Missouri
$2.3M 33,309 -1,634 -5%
BDF
23
Black Diamond Financial
Maryland
$2.29M 33,250 +24,574 +283%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.19M 31,745 +1,535 +5%
CMP
25
Courage Miller Partners
Virginia
$2.14M 31,088 -186 -0.6%
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