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iShares Morningstar Mid-Cap Value ETF
IMCV

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.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

54% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 35

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $381M → $409M (+$27.6M)

2.98% more ownership

Funds ownership: 60.04% → 63.02% (+3%)

1% more funds holding

Funds holding: 139 → 140 (+1)

Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.84%
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

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$22.6M
2
LGA
Lebenthal Global Advisors
New York
+$4.07M
3
EH
Equitable Holdings
New York
+$3.79M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.42M
5
DC
Davenport & Co
Virginia
+$875K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.66M
2
Wells Fargo
Wells Fargo
California
-$1.17M
3
Morgan Stanley
Morgan Stanley
New York
-$1.15M
4
LPL Financial
LPL Financial
California
-$433K
5
SC
Savant Capital
Illinois
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
26
Woodard & Company Asset Management Group
North Carolina
$3.53M -$76.7K -992 -2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.48M -$211K -2,734 -6%
EWA
28
EP Wealth Advisors
California
$3.26M +$46.4K +600 +1%
Stifel Financial
29
Stifel Financial
Missouri
$3.19M +$154K +1,997 +5%
MEG
30
Millstone Evans Group
Colorado
$3.1M +$3.23M +41,811 New
AA
31
Aire Advisors
California
$2.76M +$61.8K +799 +2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.7M -$58.4K -755 -2%
MML Investors Services
33
MML Investors Services
Massachusetts
$2.57M +$70.8K +916 +3%
AWS
34
Atria Wealth Solutions
New York
$2.26M -$85.1K -1,101 -3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.24M -$59K -763 -2%
FA
36
Flagstar Advisors
New York
$2.11M +$5.64K +73 +0.3%
JSA
37
Jim Saulnier & Associates
Colorado
$1.99M +$462K +5,983 +29%
DC
38
Davenport & Co
Virginia
$1.96M +$875K +11,315 +75%
MFG
39
Merit Financial Group
Georgia
$1.96M -$77.1K -998 -4%
VCM
40
Vivaldi Capital Management
Illinois
$1.73M +$89.5K +1,158 +5%
LI
41
LRI Investments
Florida
$1.68M – – –
Corient Private Wealth
42
Corient Private Wealth
Florida
$1.65M -$74.7K -967 -4%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.61M +$30.9K +400 +2%
CMP
44
Courage Miller Partners
Virginia
$1.55M -$2.55K -33 -0.2%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$1.48M +$294K +3,801 +24%
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$1.42M +$28.3K +366 +2%
PIAS
47
PCA Investment Advisory Services
Ohio
$1.28M -$57.4K -742 -4%
BWA
48
Burt Wealth Advisors
Maryland
$1.11M – – –
M&T Bank
49
M&T Bank
New York
$1.06M – – –
DAS
50
Diversify Advisory Services
Utah
$1.04M -$234K -3,027 -18%
1
2
3 4 5

IMCV Hedge Fund Activity: Q4 2024 in Review

140 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q4 2024, worth a combined $409M — up 7.2% from $381M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IMCV positions and 10 closed out — a net gain of 5 holders — while 54 added to existing stakes and 35 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $22.6M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.66M sold.

  • 140 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q4 2024, up from 139 in Q3 2024.
  • Funds reported $409M of iShares Morningstar Mid-Cap Value ETF stock for Q4 2024, up 7.2% quarter-over-quarter.
  • 15 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q4 2024 and 10 closed out, a net change of +5 holders.
  • The largest iShares Morningstar Mid-Cap Value ETF buyer in Q4 2024 was Focus Partners Wealth, an estimated $22.6M added.
  • The largest iShares Morningstar Mid-Cap Value ETF seller in Q4 2024 was Goldman Sachs, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2024.