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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

121 hedge funds and large institutions have $283M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
40
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.3M
2
AWS
2
Atria Wealth Solutions
New York
$2.09M
3
DI
3
DFPG Investments
Utah
$2.78M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.58M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.37M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.1M
2
FA
2
Flagstar Advisors
New York
$2.9M
3
DC
3
Davenport & Co
Virginia
$564K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.59M
5
RJA
5
Raymond James & Associates
Florida
$4.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.3M 789,681 +72,186 +10%
EH
2
Equitable Holdings
New York
$29.3M 460,478 -799 -0.2%
OWM
3
Orgel Wealth Management
Wisconsin
$18.5M 289,672 +6,004 +2%
Wells Fargo
4
Wells Fargo
California
$16.1M 252,224 -56,324 -18%
Bank of America
5
Bank of America
North Carolina
$15.9M 250,036 +7,429 +3%
MTC
6
Matrix Trust Company
Colorado
$13.9M 218,839 +2,778 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.25M 145,213 -1,847 -1%
LPL Financial
8
LPL Financial
California
$7.2M 113,069 -4,342 -4%
UBS Group
9
UBS Group
Switzerland
$6.31M 99,126 +55 +0.1%
AAS
10
Avantax Advisory Services
Texas
$5.72M 89,723 -47 -0.1%
GIA
11
GHP Investment Advisors
Colorado
$5.67M 87,672 -1,832 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.59M 87,748 -22,331 -20%
WCAMG
13
Woodard & Company Asset Management Group
North Carolina
$5.58M 87,608 -4,470 -5%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$5.26M 82,515 +3,605 +5%
RA
15
Rodgers & Associates
Pennsylvania
$4.64M 72,912 +5,734 +9%
BDF
16
Black Diamond Financial
Maryland
$4.44M 69,773 +4,786 +7%
RJA
17
Raymond James & Associates
Florida
$4.29M 67,334 -9,735 -13%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.86M 60,639 +4,589 +8%
MWM
19
Marietta Wealth Management
Georgia
$3.64M 57,127 +5,250 +10%
BFC
20
Bedel Financial Consulting
Indiana
$3.64M 57,117 +2,827 +5%
Corient Private Wealth
21
Corient Private Wealth
Florida
$3.51M 55,084 -2,233 -4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.32M 52,059 +1,984 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.11M 48,854 -738 -1%
FA
24
Flagstar Advisors
New York
$2.9M 45,547 -29,183 -39%
DI
25
DFPG Investments
Utah
$2.78M 42,094 +24,252 +136%
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