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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

121 hedge funds and large institutions have $261M 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.

Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
43
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Orgel Wealth Management
Wisconsin
$17.6M
2
WCAMG
2
Woodard & Company Asset Management Group
North Carolina
$5.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.81M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$4.88M
5
PIAS
5
PCA Investment Advisory Services
Ohio
$1.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.4M
2
EH
2
Equitable Holdings
New York
$28.5M
3
Wells Fargo
3
Wells Fargo
California
$19.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$826K
5
FA
5
Flagstar Advisors
New York
$4.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.4M 717,495 -47,274 -6%
EH
2
Equitable Holdings
New York
$28.5M 461,277 -41,783 -8%
Wells Fargo
3
Wells Fargo
California
$19.1M 308,548 -35,291 -10%
OWM
4
Orgel Wealth Management
Wisconsin
$17.6M 283,668 +108,017 +61%
Bank of America
5
Bank of America
North Carolina
$15M 242,607 +6,239 +3%
MTC
6
Matrix Trust Company
Colorado
$13.4M 216,061 +3,019 +1%
LPL Financial
7
LPL Financial
California
$7.27M 117,411 -3,163 -3%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.81M 110,079 +56,287 +105%
UBS Group
9
UBS Group
Switzerland
$6.13M 99,071 -8,406 -8%
WCAMG
10
Woodard & Company Asset Management Group
North Carolina
$5.7M 92,078 +92,078 New
AAS
11
Avantax Advisory Services
Texas
$5.55M 89,770 -1,059 -1%
GIA
12
GHP Investment Advisors
Colorado
$5.54M 89,504 -783 -0.9%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$4.88M 78,910 +27,182 +53%
RJA
14
Raymond James & Associates
Florida
$4.77M 77,069 +2,289 +3%
FA
15
Flagstar Advisors
New York
$4.62M 74,730 -17,563 -19%
RA
16
Rodgers & Associates
Pennsylvania
$4.16M 67,178 +2,060 +3%
BDF
17
Black Diamond Financial
Maryland
$4.02M 64,987 +6,528 +11%
Corient Private Wealth
18
Corient Private Wealth
Florida
$3.55M 57,317 -3,030 -5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$3.47M 56,050 +10,435 +23%
BFC
20
Bedel Financial Consulting
Indiana
$3.36M 54,290 +567 +1%
MWM
21
Marietta Wealth Management
Georgia
$3.21M 51,877 +10,462 +25%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.1M 50,075 -2,455 -5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.07M 49,592 +20,862 +73%
Mariner
24
Mariner
Kansas
$2.8M 45,193 +5,129 +13%
DC
25
Davenport & Co
Virginia
$2.26M 36,575 +739 +2%
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