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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

129 hedge funds and large institutions have $414M 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.

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
49
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$110M
2
AFA
2
Arlington Financial Advisors
California
$12.7M
3
LPL Financial
3
LPL Financial
California
$14.9M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.5M
5
EH
5
Equitable Holdings
New York
$40.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$980K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.38M
3
Wells Fargo
3
Wells Fargo
California
$13.1M
4
PIAS
4
PCA Investment Advisory Services
Ohio
$945K
5
BWA
5
Burt Wealth Advisors
Maryland
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$110M +$56.8M +838,590 +107%
EH
2
Equitable Holdings
New York
$40.4M +$2.89M +42,678 +8%
OWM
3
Orgel Wealth Management
Wisconsin
$24.3M +$2.19M +32,412 +10%
Bank of America
4
Bank of America
North Carolina
$17.6M +$426K +6,295 +2%
SCM
5
Steele Capital Management
Iowa
$15.4M +$15.4M +226,918 New
MTC
6
Matrix Trust Company
Colorado
$15.3M +$84.9K +1,254 +0.6%
LPL Financial
7
LPL Financial
California
$14.9M +$7.42M +109,512 +99%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.5M +$4.3M +63,542 +42%
Wells Fargo
9
Wells Fargo
California
$13.1M -$1.02M -15,045 -7%
AFA
10
Arlington Financial Advisors
California
$12.7M +$12.7M +187,104 New
Baird Financial Group
11
Baird Financial Group
Wisconsin
$8.8M +$2.82M +41,702 +47%
UBS Group
12
UBS Group
Switzerland
$7.28M +$2.64K +39 +0%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.38M -$1.4M -20,669 -18%
AAS
14
Avantax Advisory Services
Texas
$6.36M +$263K +3,885 +4%
RJA
15
Raymond James & Associates
Florida
$6.27M +$1.62M +23,984 +35%
WCAMG
16
Woodard & Company Asset Management Group
North Carolina
$6.21M -$86.7K -1,280 -1%
GIA
17
GHP Investment Advisors
Colorado
$5.87M -$43.7K -646 -0.7%
RA
18
Rodgers & Associates
Pennsylvania
$5.63M +$390K +5,753 +7%
BDF
19
Black Diamond Financial
Maryland
$5.1M +$210K +3,098 +4%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$4.77M +$557K +8,229 +13%
MWM
21
Marietta Wealth Management
Georgia
$4.13M +$118K +1,737 +3%
BFC
22
Bedel Financial Consulting
Indiana
$4.04M +$19.7K +291 +0.5%
Corient Private Wealth
23
Corient Private Wealth
Florida
$3.98M +$256K +3,784 +7%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.73M +$340K +5,025 +10%
Mariner
25
Mariner
Kansas
$3.42M -$84.5K -1,248 -2%
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