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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

121 hedge funds and large institutions have $275M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
43
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$33.6M
2
OWM
2
Orgel Wealth Management
Wisconsin
$19.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.96M
4
Comerica Bank
4
Comerica Bank
Texas
$831K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$813K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$12.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.62M
4
DI
4
DFPG Investments
Utah
$1.31M
5
PK
5
Pflug Koory
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.3M 780,782 -8,899 -1%
EH
2
Equitable Holdings
New York
$33.6M 553,794 +93,316 +20%
OWM
3
Orgel Wealth Management
Wisconsin
$19.7M 325,949 +36,277 +13%
Bank of America
4
Bank of America
North Carolina
$15.4M 253,466 +3,430 +1%
MTC
5
Matrix Trust Company
Colorado
$13.6M 224,112 +5,273 +2%
Wells Fargo
6
Wells Fargo
California
$12.7M 208,847 -43,377 -17%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.12M 150,580 +5,367 +4%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.96M 114,952 +27,204 +31%
LPL Financial
9
LPL Financial
California
$6.71M 110,811 -2,258 -2%
UBS Group
10
UBS Group
Switzerland
$6.51M 107,494 +8,368 +8%
WCAMG
11
Woodard & Company Asset Management Group
North Carolina
$5.63M 92,937 +5,329 +6%
AAS
12
Avantax Advisory Services
Texas
$5.46M 90,047 +324 +0.4%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$5.35M 88,276 +5,761 +7%
GIA
14
GHP Investment Advisors
Colorado
$5.24M 87,320 -352 -0.4%
RA
15
Rodgers & Associates
Pennsylvania
$4.69M 77,432 +4,520 +6%
BDF
16
Black Diamond Financial
Maryland
$4.37M 72,156 +2,383 +3%
RJA
17
Raymond James & Associates
Florida
$4.16M 68,613 +1,279 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.77M 62,154 +1,515 +2%
BFC
19
Bedel Financial Consulting
Indiana
$3.6M 59,356 +2,239 +4%
MWM
20
Marietta Wealth Management
Georgia
$3.59M 59,210 +2,083 +4%
Corient Private Wealth
21
Corient Private Wealth
Florida
$3.33M 54,934 -150 -0.3%
Mariner
22
Mariner
Kansas
$3.14M 51,778 +8,864 +21%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.04M 50,105 -1,954 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.38M 39,244 -1,946 -5%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.2M 36,233 -1,018 -3%
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