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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

103 hedge funds and large institutions have $231M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
35
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aspire Capital Advisors
Washington
$3.04M
2
Jane Street
2
Jane Street
New York
$2.79M
3
OAM
3
Oak Asset Management
California
$1.84M
4
UBS Group
4
UBS Group
Switzerland
$6.74M
5
BDF
5
Black Diamond Financial
Maryland
$2.94M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.38M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.41M
3
CIC
3
Cornercap Investment Counsel
Georgia
$0
4
GIA
4
Gladstone Institutional Advisory
Florida
$0
5
LPL Financial
5
LPL Financial
California
$7.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.8M 721,218 -11,229 -2%
EH
2
Equitable Holdings
New York
$34.5M 580,781 -5,819 -1%
Wells Fargo
3
Wells Fargo
California
$20.3M 341,912 +13,941 +4%
Bank of America
4
Bank of America
North Carolina
$13M 218,147 -19,749 -8%
MTC
5
Matrix Trust Company
Colorado
$12.7M 213,958 -2,968 -1%
LPL Financial
6
LPL Financial
California
$7.56M 127,352 -29,925 -19%
UBS Group
7
UBS Group
Switzerland
$6.74M 113,571 +27,912 +33%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$5.83M 98,213 -17,072 -15%
FA
9
Flagstar Advisors
New York
$5.62M 94,676 -12,989 -12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.61M 94,443 +4,869 +5%
GIA
11
GHP Investment Advisors
Colorado
$5.5M 92,715 +48 +0.1%
AAS
12
Avantax Advisory Services
Texas
$4.95M 83,416 +7,119 +9%
RJA
13
Raymond James & Associates
Florida
$4.27M 71,842 -7,546 -10%
RA
14
Rodgers & Associates
Pennsylvania
$3.98M 67,084 -5,084 -7%
S
15
Surevest
California
$3.92M 65,980 +1,070 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.41M 57,497 -81,919 -59%
ACA
17
Aspire Capital Advisors
Washington
$3.04M 51,215 +51,215 New
BDF
18
Black Diamond Financial
Maryland
$2.94M 49,067 +15,817 +48%
Jane Street
19
Jane Street
New York
$2.79M 47,008 +42,071 +852%
OMC
20
Old Mission Capital
Illinois
$2.44M 41,163 +11,578 +39%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.3M 38,716 -16,357 -30%
MWM
22
Marietta Wealth Management
Georgia
$2.08M 34,962 -1,378 -4%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.05M 34,552 +2,807 +9%
Stifel Financial
24
Stifel Financial
Missouri
$1.99M 33,439 +130 +0.4%
DC
25
Davenport & Co
Virginia
$1.85M 31,229 -6,806 -18%
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