iShares Morningstar Mid-Cap Value ETF
IMCV
168 hedge funds and large institutions have $733M invested in iShares Morningstar Mid-Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 15 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 40
8% more capital invested
Capital invested by funds: $681M → $733M (+$51.3M)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2% less funds holding
Funds holding: 172 → 168 (-4)
2.33% less ownership
Funds ownership: 69.95% → 67.62% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.65M |
| 3 |
VIA
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
+$4.67M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.33M |
| 5 |
Jane Street
New York
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$25.2M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.24M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$4.51M |
| 4 |
SA
Sovran Advisors
San Diego,
California
|
-$1.27M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.17M |
IMCV Hedge Fund Activity: Q2 2026 in Review
168 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q2 2026, worth a combined $733M — up 7.5% from $681M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IMCV positions and 15 closed out — a net gain of 1 holder — while 67 added to existing stakes and 40 trimmed.
The largest buyer was Ameriprise, adding an estimated $7.1M. The largest seller was Equitable Holdings, cutting an estimated $25.2M.
- 168 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q2 2026, down from 172 in Q1 2026.
- Funds reported $733M of iShares Morningstar Mid-Cap Value ETF stock for Q2 2026, up 7.5% quarter-over-quarter.
- 16 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q2 2026 and 15 closed out, a net change of +1 holder.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q2 2026 was Ameriprise, an estimated $7.1M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q2 2026 was Equitable Holdings, an estimated $25.2M sold.
Based on aggregated 13F filings for Q2 2026.