IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

111 hedge funds and large institutions have $261M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
111
Holders Change
+11
Holders Change %
+11%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
35
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$10.9M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.13M
3
Morgan Stanley
3
Morgan Stanley
New York
$47.5M
4
Mariner
4
Mariner
Kansas
$2.49M
5
Bank of America
5
Bank of America
North Carolina
$14.7M

Top Sellers

1
ACA
1
Aspire Capital Advisors
Washington
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.78M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
WWM
5
Western Wealth Management
Colorado
$799K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.5M 764,769 +49,937 +7%
EH
2
Equitable Holdings
New York
$31.2M 503,060 -8,969 -2%
Wells Fargo
3
Wells Fargo
California
$21.3M 343,839 -7,896 -2%
Bank of America
4
Bank of America
North Carolina
$14.7M 236,368 +26,113 +12%
MTC
5
Matrix Trust Company
Colorado
$13.2M 213,042 +1,256 +0.6%
OWM
6
Orgel Wealth Management
Wisconsin
$10.9M 175,651 +143,541 +447%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.13M 147,205 +51,323 +54%
LPL Financial
8
LPL Financial
California
$7.48M 120,574 -627 -0.5%
UBS Group
9
UBS Group
Switzerland
$6.67M 107,477 +25,158 +31%
FA
10
Flagstar Advisors
New York
$5.73M 92,293 -2,788 -3%
AAS
11
Avantax Advisory Services
Texas
$5.64M 90,829 +5,236 +6%
GIA
12
GHP Investment Advisors
Colorado
$5.6M 90,287 -2,083 -2%
RJA
13
Raymond James & Associates
Florida
$4.64M 74,780 +2,681 +4%
RA
14
Rodgers & Associates
Pennsylvania
$4.04M 65,118 -2,336 -3%
IAG
15
Ipsen Advisor Group
Arkansas
$3.84M 61,820 +61,820 New
Corient Private Wealth
16
Corient Private Wealth
Florida
$3.74M 60,347 +60,347 New
BDF
17
Black Diamond Financial
Maryland
$3.63M 58,459 -2,280 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.34M 53,792 +23,866 +80%
BFC
19
Bedel Financial Consulting
Indiana
$3.33M 53,723 +11,789 +28%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.26M 52,530 -782 -1%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$3.21M 51,728 -7,487 -13%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$2.83M 45,615 +13,019 +40%
MWM
23
Marietta Wealth Management
Georgia
$2.57M 41,415 +2,796 +7%
Mariner
24
Mariner
Kansas
$2.49M 40,064 +40,064 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.43M 39,153 +22,995 +142%
1
2 3 4 5