iShares Morningstar Mid-Cap Value ETF
IMCV
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.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
8% more capital invested
Capital invested by funds: $261M → $283M (+$21.4M)
0.48% more ownership
Funds ownership: 53.61% → 54.08% (+0.48%)
0% more funds holding
Funds holding: 121 → 121 (0)
2% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 41
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.43M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$2.02M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.52M |
| 4 |
DI
DFPG Investments
Sandy,
Utah
|
+$1.49M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$3.46M |
| 2 |
FA
Flagstar Advisors
New York
|
-$1.79M |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
-$1.7M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.37M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$597K |
IMCV Hedge Fund Activity: Q2 2023 in Review
121 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q2 2023, worth a combined $283M — up 8.2% from $261M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IMCV positions and 8 closed out — a net gain of 1 holder — while 40 added to existing stakes and 41 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.43M. The largest seller was Wells Fargo, cutting an estimated $3.46M.
- 121 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $283M of iShares Morningstar Mid-Cap Value ETF stock for Q2 2023, up 8.2% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q2 2023 and 8 closed out, a net change of +1 holder.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q2 2023 was Morgan Stanley, an estimated $4.43M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q2 2023 was Wells Fargo, an estimated $3.46M sold.
Based on aggregated 13F filings for Q2 2023.