iShares Morningstar Mid-Cap Value ETF (IMCV)

• Market cap: $632M
• 1 day: 1.60%
• 5 days: -3.59%
• 1 month: -5.59%
• 3 months: -2.75%
• 6 months: 5.69%
• Year to date: 9.42%
• 1 year: 12.04%
• 5 years: 32.74%
• 10 years: 78.19%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

9% more funds holding

Funds holding: 128 [Q2] → 139 (+11) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

4% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 45

3.69% less ownership

Funds ownership: 64.09% [Q2] → 60.4% (-3.69%) [Q3]

6% less capital invested

Capital invested by funds: $405M [Q2] → $381M (-$23.7M) [Q3]