iShares Morningstar Mid-Cap Value ETF
IMCV
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.
217% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
35% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 26
21% more capital invested
Capital invested by funds: $215M → $261M (+$45.5M)
11% more funds holding
Funds holding: 100 → 111 (+11)
2.06% more ownership
Funds ownership: 50.77% → 52.83% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$8.85M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.17M |
| 3 |
Morgan Stanley
New York
|
+$3.08M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$2.47M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aspire Capital Advisors
Seattle,
Washington
|
-$2.99M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.47M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.28M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.08M |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$814K |
IMCV Hedge Fund Activity: Q4 2022 in Review
111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q4 2022, worth a combined $261M — up 21% from $215M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IMCV positions and 6 closed out — a net gain of 13 holders — while 35 added to existing stakes and 26 trimmed.
The largest buyer was Orgel Wealth Management, adding an estimated $8.85M. The largest seller was Aspire Capital Advisors, exiting entirely with an estimated $2.99M sold.
- 111 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q4 2022, up from 100 in Q3 2022.
- Funds reported $261M of iShares Morningstar Mid-Cap Value ETF stock for Q4 2022, up 21% quarter-over-quarter.
- 19 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q4 2022 and 6 closed out, a net change of +13 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q4 2022 was Orgel Wealth Management, an estimated $8.85M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q4 2022 was Aspire Capital Advisors, an estimated $2.99M sold.
Based on aggregated 13F filings for Q4 2022.