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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 %
LGA
26
Lebenthal Global Advisors
New York
$4.24M 55,748 +366 +0.7%
DC
27
Davenport & Co
Virginia
$3.99M 52,522 +23,111 +79%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.82M 50,321 -859 -2%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.64M 47,852 +25,697 +116%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.34M 43,890 +37,187 +555%
Stifel Financial
31
Stifel Financial
Missouri
$3.31M 43,502 +396 +0.9%
EWA
32
EP Wealth Advisors
California
$3.28M 43,166 – –
MML Investors Services
33
MML Investors Services
Massachusetts
$3.22M 42,420 +8,622 +26%
AA
34
Aire Advisors
California
$3.09M 40,696 +3,430 +9%
MEG
35
Millstone Evans Group
Colorado
$2.95M 38,783 -1,228 -3%
DI
36
DDFG Inc
California
$2.42M 31,915 +1,881 +6%
BWA
37
Burt Wealth Advisors
Maryland
$2.11M 27,722 +13,242 +91%
MFG
38
Merit Financial Group
Georgia
$2.09M 27,450 +3,015 +12%
VCM
39
Vivaldi Capital Management
Illinois
$2.02M 26,647 +4,064 +18%
JSA
40
Jim Saulnier & Associates
Colorado
$2M 26,375 -1,647 -6%
DAS
41
Dynamic Advisor Solutions
Arizona
$1.96M 25,742 +25,742 New
CWMK
42
Caliber Wealth Management (Kansas)
Kansas
$1.94M 25,541 -61 -0.2%
AWS
43
Atria Wealth Solutions
New York
$1.93M 25,407 -1,679 -6%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$1.89M 24,892 -6,031 -20%
SA
45
Sovran Advisors
California
$1.86M 24,024 +24,024 New
FA
46
Flagstar Advisors
New York
$1.76M 23,119 -4,275 -16%
LI
47
LRI Investments
Florida
$1.72M 22,656 – –
JJBC
48
James J. Burns & Company
New York
$1.56M 20,510 +14,391 +235%
CMP
49
Courage Miller Partners
Virginia
$1.54M 20,296 -279 -1%
PS
50
Principal Securities
Iowa
$1.52M 20,007 +19,425 +3,338%
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