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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

100 hedge funds and large institutions have $215M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
37
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFC
1
Bedel Financial Consulting
Indiana
$2.6M
2
OWM
2
Orgel Wealth Management
Wisconsin
$1.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M
4
MFG
4
Merit Financial Group
Georgia
$1.05M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.82M

Top Sellers

1
EH
1
Equitable Holdings
New York
$28.6M
2
Jane Street
2
Jane Street
New York
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$3.31M
5
OAM
5
Oak Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40M 714,832 -6,386 -0.9%
EH
2
Equitable Holdings
New York
$28.6M 512,029 -68,752 -12%
Wells Fargo
3
Wells Fargo
California
$19.7M 351,735 +9,823 +3%
MTC
4
Matrix Trust Company
Colorado
$11.8M 211,786 -2,172 -1%
Bank of America
5
Bank of America
North Carolina
$11.8M 210,255 -7,892 -4%
LPL Financial
6
LPL Financial
California
$6.78M 121,201 -6,151 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.36M 95,882 +1,439 +2%
FA
8
Flagstar Advisors
New York
$5.32M 95,081 +405 +0.4%
GIA
9
GHP Investment Advisors
Colorado
$5.17M 92,370 -345 -0.4%
AAS
10
Avantax Advisory Services
Texas
$4.79M 85,593 +2,177 +3%
UBS Group
11
UBS Group
Switzerland
$4.61M 82,319 -31,252 -28%
RJA
12
Raymond James & Associates
Florida
$4.03M 72,099 +257 +0.4%
S
13
Surevest
California
$3.96M 70,723 +4,743 +7%
RA
14
Rodgers & Associates
Pennsylvania
$3.77M 67,454 +370 +0.6%
BDF
15
Black Diamond Financial
Maryland
$3.4M 60,739 +11,672 +24%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$3.31M 59,215 -38,998 -40%
ACA
17
Aspire Capital Advisors
Washington
$2.99M 53,498 +2,283 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.98M 53,312 -4,185 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.77M 49,555 +10,839 +28%
BFC
20
Bedel Financial Consulting
Indiana
$2.6M 41,934 +31,256 +293%
MWM
21
Marietta Wealth Management
Georgia
$2.16M 38,619 +3,657 +10%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.07M 36,968 +2,416 +7%
Stifel Financial
23
Stifel Financial
Missouri
$1.9M 34,010 +571 +2%
DC
24
Davenport & Co
Virginia
$1.88M 33,540 +2,311 +7%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.82M 32,596 +18,456 +131%
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