IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

153 hedge funds and large institutions have $442M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
70
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.35M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$6.84M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.5M
4
Raymond James Financial
4
Raymond James Financial
Florida
$30.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.04M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.7M
3
BDF
3
Black Diamond Financial
Maryland
$8.42M
4
EH
4
Equitable Holdings
New York
$29.6M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.7M 679,807 -37,463 -5%
Raymond James Financial
2
Raymond James Financial
Florida
$30.1M 395,910 +60,971 +18%
EH
3
Equitable Holdings
New York
$29.6M 390,168 -6,536 -2%
OWM
4
Orgel Wealth Management
Wisconsin
$27.4M 359,977 +19,452 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.5M 270,105 +67,115 +33%
Bank of America
6
Bank of America
North Carolina
$16.7M 219,604 +13,649 +7%
LPL Financial
7
LPL Financial
California
$16.6M 218,922 +48,843 +29%
Wells Fargo
8
Wells Fargo
California
$16.2M 212,788 +45,577 +27%
SCM
9
Steele Capital Management
Iowa
$15.3M 201,752 +3,237 +2%
MTC
10
Matrix Trust Company
Colorado
$15.3M 201,752 +3,237 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.1M 162,602 -45,130 -22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.35M 123,020 +94,752 +335%
SA
13
swisspartners Advisors
Switzerland
$8.47M 111,620 +3,510 +3%
BDF
14
Black Diamond Financial
Maryland
$8.42M 110,769 -15,342 -12%
UBS Group
15
UBS Group
Switzerland
$7.83M 103,060 +712 +0.7%
RA
16
Rodgers & Associates
Pennsylvania
$7.67M 100,912 +6,732 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.04M 92,623 +55,120 +147%
CCMG
18
Clark Capital Management Group
Pennsylvania
$6.84M 90,046 +90,046 New
GIA
19
GHP Investment Advisors
Colorado
$6.34M 83,380 -92 -0.1%
IAG
20
Ipsen Advisor Group
Arkansas
$6.25M 82,303 +2,205 +3%
MWM
21
Marietta Wealth Management
Georgia
$6.19M 81,441 +4,694 +6%
BFC
22
Bedel Financial Consulting
Indiana
$5.75M 75,666 +862 +1%
Ameriprise
23
Ameriprise
Minnesota
$5.07M 66,651 +1,270 +2%
AAS
24
Avantax Advisory Services
Texas
$4.63M 60,956 +2,773 +5%
Mariner
25
Mariner
Kansas
$4.43M 58,333 +2,580 +5%
1
2 3 4 5