IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

128 hedge funds and large institutions have $348M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 3 closing their positions.

Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
44
Reduced
47
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$23.8M
2
BDF
2
Black Diamond Financial
Maryland
$6.54M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$17.9M
4
MWM
4
Marietta Wealth Management
Georgia
$4.97M
5
Morgan Stanley
5
Morgan Stanley
New York
$56.7M

Top Sellers

1
EH
1
Equitable Holdings
New York
$27.6M
2
RJA
2
Raymond James & Associates
Florida
$2.85M
3
Citadel Advisors
3
Citadel Advisors
Florida
$664K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.53M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.7M +$653K +9,300 +1%
EH
2
Equitable Holdings
New York
$27.6M -$9.74M -138,713 -26%
OWM
3
Orgel Wealth Management
Wisconsin
$24.4M -$317K -4,514 -1%
Bank of America
4
Bank of America
North Carolina
$23.8M +$1.59M +22,591 +7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.9M +$1.12M +15,922 +7%
SCM
6
Steele Capital Management
Iowa
$15.6M -$69.9K -995 -0.4%
MTC
7
Matrix Trust Company
Colorado
$15.6M +$281 +4 +0%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.8M -$698K -9,934 -5%
Wells Fargo
9
Wells Fargo
California
$13.4M +$418K +5,946 +3%
LPL Financial
10
LPL Financial
California
$12.6M +$289K +4,111 +2%
UBS Group
11
UBS Group
Switzerland
$7.22M +$59.2K +843 +0.8%
BDF
12
Black Diamond Financial
Maryland
$6.54M +$1.25M +17,837 +24%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.53M -$2.63M -37,508 -29%
GIA
14
GHP Investment Advisors
Colorado
$6.01M -$351 -5 -0%
RA
15
Rodgers & Associates
Pennsylvania
$5.72M -$26.6K -378 -0.5%
WCAMG
16
Woodard & Company Asset Management Group
North Carolina
$5.66M -$941K -13,396 -14%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$4.99M +$14.1K +201 +0.3%
MWM
18
Marietta Wealth Management
Georgia
$4.97M +$667K +9,495 +15%
BFC
19
Bedel Financial Consulting
Indiana
$4.42M +$108K +1,542 +3%
Corient Private Wealth
20
Corient Private Wealth
Florida
$4.24M -$44.4K -632 -1%
AAS
21
Avantax Advisory Services
Texas
$4.13M -$85.9K -1,223 -2%
Mariner
22
Mariner
Kansas
$3.83M -$120K -1,709 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.6M +$403K +5,737 +13%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$3.55M -$750K -10,672 -17%
RJA
25
Raymond James & Associates
Florida
$2.85M -$3.49M -49,648 -55%
1
2 3 4 5