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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

139 hedge funds and large institutions have $381M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 6 closing their positions.

Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
44
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
swisspartners Advisors
Switzerland
$6.7M
2
EWA
2
EP Wealth Advisors
California
$3.32M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$10.1M
4
Ameriprise
4
Ameriprise
Minnesota
$3.98M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$15M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$1.77M
3
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$3.72M
4
SCM
4
Steele Capital Management
Iowa
$15.3M
5
MTC
5
Matrix Trust Company
Colorado
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$62.9M 820,935 +14,130 +2%
EH
2
Equitable Holdings
New York
$31M 404,177 +11,565 +3%
OWM
3
Orgel Wealth Management
Wisconsin
$26.4M 344,958 -2,888 -0.8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$20.7M 269,620 +14,290 +6%
SCM
5
Steele Capital Management
Iowa
$15.3M 197,766 -24,048 -11%
MTC
6
Matrix Trust Company
Colorado
$15.2M 197,766 -24,048 -11%
Bank of America
7
Bank of America
North Carolina
$15M 195,390 -143,260 -42%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.8M 192,931 -4,149 -2%
Wells Fargo
9
Wells Fargo
California
$13.9M 181,863 -9,031 -5%
LPL Financial
10
LPL Financial
California
$12.5M 163,365 -15,709 -9%
Osaic Holdings
11
Osaic Holdings
Arizona
$10.1M 131,387 +38,404 +41%
BDF
12
Black Diamond Financial
Maryland
$8.03M 104,242 +11,151 +12%
UBS Group
13
UBS Group
Switzerland
$7.84M 102,259 -554 -0.5%
SA
14
swisspartners Advisors
Switzerland
$6.7M 103,360 +103,360 New
GIA
15
GHP Investment Advisors
Colorado
$6.5M 84,774 -821 -1%
RA
16
Rodgers & Associates
Pennsylvania
$6.1M 79,575 -1,796 -2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$5.58M 72,749 +1,658 +2%
MWM
18
Marietta Wealth Management
Georgia
$5.53M 72,188 +1,400 +2%
BFC
19
Bedel Financial Consulting
Indiana
$5.14M 67,089 +4,191 +7%
AAS
20
Avantax Advisory Services
Texas
$4.51M 58,898 +114 +0.2%
Mariner
21
Mariner
Kansas
$4.32M 56,429 +1,840 +3%
Ameriprise
22
Ameriprise
Minnesota
$3.98M 51,965 +33,496 +181%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.8M 49,576 -975 -2%
WCAMG
24
Woodard & Company Asset Management Group
North Carolina
$3.72M 48,569 -32,059 -40%
EWA
25
EP Wealth Advisors
California
$3.32M 43,262 +43,262 New
1
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