iShares Morningstar Mid-Cap Value ETF
IMCV
129 hedge funds and large institutions have $359M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
58% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 31
31% more capital invested
Capital invested by funds: $275M → $359M (+$84.2M)
7% more funds holding
Funds holding: 121 → 129 (+8)
4.95% more ownership
Funds ownership: 55.29% → 60.24% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$11.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.82M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.96M |
| 4 |
EH
Equitable Holdings
New York
|
+$2.66M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.35M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.29M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$937K |
| 4 |
PIAS
PCA Investment Advisory Services
Cincinnati,
Ohio
|
-$815K |
| 5 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$404K |
IMCV Hedge Fund Activity: Q4 2023 in Review
129 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q4 2023, worth a combined $359M — up 31% from $275M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IMCV positions and 10 closed out — a net gain of 8 holders — while 49 added to existing stakes and 31 trimmed.
The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $11.6M. The largest seller was Susquehanna International Group, cutting an estimated $1.35M.
- 129 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q4 2023, up from 121 in Q3 2023.
- Funds reported $359M of iShares Morningstar Mid-Cap Value ETF stock for Q4 2023, up 31% quarter-over-quarter.
- 18 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q4 2023 and 10 closed out, a net change of +8 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q4 2023 was Arlington Financial Advisors, an estimated $11.6M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q4 2023 was Susquehanna International Group, an estimated $1.35M sold.
Based on aggregated 13F filings for Q4 2023.