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iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

154 hedge funds and large institutions have $443M 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, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
2.07%
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
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.2M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$6.84M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.1M
4
Raymond James Financial
Raymond James Financial
Florida
+$4.63M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.19M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.35M
2
Morgan Stanley
Morgan Stanley
New York
-$2.85M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.06M
4
BDF
Black Diamond Financial
Maryland
-$1.17M
5
EH
Equitable Holdings
New York
-$497K
Name Holding Trade Value Shares
Change 		Shares
Change %
LGA
26
Lebenthal Global Advisors
New York
$4.24M +$27.8K +366 +0.7%
DC
27
Davenport & Co
Virginia
$3.99M +$1.76M +23,111 +79%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.82M -$65.3K -859 -2%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.64M +$1.95M +25,697 +116%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$3.34M +$2.83M +37,187 +555%
Stifel Financial
31
Stifel Financial
Missouri
$3.31M +$30.1K +396 +0.9%
EWA
32
EP Wealth Advisors
California
$3.28M – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$3.22M +$655K +8,622 +26%
AA
34
Aire Advisors
California
$3.09M +$261K +3,430 +9%
MEG
35
Millstone Evans Group
Colorado
$2.95M -$93.3K -1,228 -3%
DI
36
DDFG Inc
California
$2.42M +$143K +1,881 +6%
BWA
37
Burt Wealth Advisors
Maryland
$2.11M +$1.01M +13,242 +91%
MFG
38
Merit Financial Group
Georgia
$2.09M +$229K +3,015 +12%
VCM
39
Vivaldi Capital Management
Illinois
$2.02M +$309K +4,064 +18%
JSA
40
Jim Saulnier & Associates
Colorado
$2M -$125K -1,647 -6%
DAS
41
Dynamic Advisor Solutions
Arizona
$1.96M +$1.96M +25,742 New
CWMK
42
Caliber Wealth Management (Kansas)
Kansas
$1.94M -$4.64K -61 -0.2%
AWS
43
Atria Wealth Solutions
New York
$1.93M -$128K -1,679 -6%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$1.89M -$458K -6,031 -20%
SA
45
Sovran Advisors
California
$1.86M +$1.86M +24,024 New
FA
46
Flagstar Advisors
New York
$1.76M -$325K -4,275 -16%
LI
47
LRI Investments
Florida
$1.72M – – –
JJBC
48
James J. Burns & Company
New York
$1.56M +$1.09M +14,391 +235%
CMP
49
Courage Miller Partners
Virginia
$1.54M -$21.2K -279 -1%
PS
50
Principal Securities
Iowa
$1.52M +$1.48M +19,425 +3,338%
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