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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

140 hedge funds and large institutions have $409M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
54
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$22.2M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$22.7M
3
IAG
3
Ipsen Advisor Group
Arkansas
$5.84M
4
LGA
4
Lebenthal Global Advisors
New York
$3.91M
5
EH
5
Equitable Holdings
New York
$33.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$12.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.9M
4
LPL Financial
4
LPL Financial
California
$11.7M
5
SC
5
Savant Capital
Illinois
$405K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.9M 806,106 -14,829 -2%
EH
2
Equitable Holdings
New York
$33.7M 453,205 +49,028 +12%
OWM
3
Orgel Wealth Management
Wisconsin
$25.5M 343,362 -1,596 -0.5%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$22.7M 305,677 +292,506 +2,221%
Raymond James Financial
5
Raymond James Financial
Florida
$22.2M 298,735 +298,735 New
SCM
6
Steele Capital Management
Iowa
$14.7M 198,225 +459 +0.2%
MTC
7
Matrix Trust Company
Colorado
$14.7M 198,225 +459 +0.2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.7M 197,852 +4,921 +3%
Bank of America
9
Bank of America
North Carolina
$14.3M 191,945 -3,445 -2%
Wells Fargo
10
Wells Fargo
California
$12.4M 166,680 -15,183 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.1M 162,662 +31,275 +24%
LPL Financial
12
LPL Financial
California
$11.7M 157,764 -5,601 -3%
BDF
13
Black Diamond Financial
Maryland
$8.42M 113,392 +9,150 +9%
UBS Group
14
UBS Group
Switzerland
$7.58M 102,033 -226 -0.2%
SA
15
swisspartners Advisors
Switzerland
$7.04M 104,490 +1,130 +1%
RA
16
Rodgers & Associates
Pennsylvania
$6.35M 85,443 +5,868 +7%
GIA
17
GHP Investment Advisors
Colorado
$6.29M 84,685 -89 -0.1%
IAG
18
Ipsen Advisor Group
Arkansas
$5.84M 78,597 +78,597 New
BFC
19
Bedel Financial Consulting
Indiana
$5.52M 72,096 +5,007 +7%
MWM
20
Marietta Wealth Management
Georgia
$5.49M 73,906 +1,718 +2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$5.47M 73,616 +867 +1%
Ameriprise
22
Ameriprise
Minnesota
$4.66M 62,756 +10,791 +21%
AAS
23
Avantax Advisory Services
Texas
$4.37M 58,885 -13 -0%
Mariner
24
Mariner
Kansas
$4.31M 58,088 +1,659 +3%
LGA
25
Lebenthal Global Advisors
New York
$3.91M 52,632 +52,632 New
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