iShares Morningstar Mid-Cap Value ETF
IMCV
121 hedge funds and large institutions have $270M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
34% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 32
9% more funds holding
Funds holding: 111 → 121 (+10)
4% more capital invested
Capital invested by funds: $261M → $270M (+$9.72M)
0.78% more ownership
Funds ownership: 52.83% → 53.61% (+0.78%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$6.92M |
| 2 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
+$5.89M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.6M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.74M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.03M |
| 2 |
EH
Equitable Holdings
New York
|
-$2.67M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.26M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.65M |
| 5 |
FA
Flagstar Advisors
New York
|
-$1.12M |
IMCV Hedge Fund Activity: Q1 2023 in Review
121 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q1 2023, worth a combined $270M — up 3.7% from $261M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IMCV positions and 3 closed out — a net gain of 12 holders — while 43 added to existing stakes and 32 trimmed.
The largest buyer was Orgel Wealth Management, adding an estimated $6.92M. The largest seller was Morgan Stanley, cutting an estimated $3.03M.
- 121 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q1 2023, up from 111 in Q4 2022.
- Funds reported $270M of iShares Morningstar Mid-Cap Value ETF stock for Q1 2023, up 3.7% quarter-over-quarter.
- 15 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q1 2023 and 3 closed out, a net change of +12 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q1 2023 was Orgel Wealth Management, an estimated $6.92M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q1 2023 was Morgan Stanley, an estimated $3.03M sold.
Based on aggregated 13F filings for Q1 2023.