We are live on ! Find out more
IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

164 hedge funds and large institutions have $637M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

11% more capital invested

Capital invested by funds: $574M → $637M (+$63M)

5% more funds holding

Funds holding: 156 → 164 (+8)

2.44% more ownership

Funds ownership: 67.97% → 70.41% (+2.4%)

Holders
164
Holders Change
+8
Holders Change %
+5.13%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
22
Increased
65
Reduced
45
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$13M
2
LPL Financial
LPL Financial
California
+$4.96M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.03M
4
Wells Fargo
Wells Fargo
California
+$3.44M
5
Raymond James Financial
Raymond James Financial
Florida
+$3.21M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.8M
2
MML Investors Services
MML Investors Services
Massachusetts
-$2.41M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.28M
4
PAS
Park Avenue Securities
New York
-$1.15M
5
EH
Equitable Holdings
New York
-$685K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
26
GHP Investment Advisors
Colorado
$6.81M -$38.8K -480 -0.6%
CCMG
27
Clark Capital Management Group
Pennsylvania
$6.73M -$254K -3,149 -4%
DC
28
Davenport & Co
Virginia
$5.44M +$258K +3,197 +5%
LGA
29
Lebenthal Global Advisors
New York
$5M +$298K +3,690 +6%
SA
30
Sovran Advisors
California
$4.69M -$171K -2,119 -4%
Mariner
31
Mariner
Kansas
$4.63M -$67.1K -831 -1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.16M +$13.2K +163 +0.3%
DI
33
DDFG Inc
California
$3.86M +$143K +1,767 +4%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$3.84M +$2.77M +34,315 +279%
Stifel Financial
35
Stifel Financial
Missouri
$3.77M +$32.7K +405 +0.9%
Creative Planning
36
Creative Planning
Kansas
$3.66M +$2.29M +28,292 +175%
EWA
37
EP Wealth Advisors
California
$3.55M +$3.49M +43,166 New
AA
38
Aire Advisors
California
$3.34M -$12.8K -159 -0.4%
MEG
39
Millstone Evans Group
Colorado
$3.16M +$177K +2,195 +6%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.32M -$2.41M -29,769 -51%
MFG
41
Merit Financial Group
Georgia
$2.29M +$14.5K +179 +0.6%
VCM
42
Vivaldi Capital Management
Illinois
$2.27M +$232K +2,877 +12%
DAS
43
Dynamic Advisor Solutions
Arizona
$2.23M +$75.6K +936 +4%
JSA
44
Jim Saulnier & Associates
Colorado
$2.08M +$20K +248 +1%
CWMK
45
Caliber Wealth Management (Kansas)
Kansas
$2.04M -$29.7K -368 -1%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$2.01M -$32.8K -406 -2%
LI
47
LRI Investments
Florida
$1.87M – – –
DAS
48
Diversify Advisory Services
Utah
$1.74M +$59K +730 +4%
PS
49
Principal Securities
Iowa
$1.66M -$66.9K -828 -4%
JJBC
50
James J. Burns & Company
New York
$1.57M -$1.05K -13 -0.1%
1
2
3 4 5

IMCV Hedge Fund Activity: Q4 2025 in Review

164 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q4 2025, worth a combined $637M — up 11% from $574M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IMCV positions and 13 closed out — a net gain of 9 holders — while 65 added to existing stakes and 45 trimmed.

The largest buyer was Ameriprise, adding an estimated $13M. The largest seller was Morgan Stanley, cutting an estimated $3.8M.

  • 164 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q4 2025, up from 156 in Q3 2025.
  • Funds reported $637M of iShares Morningstar Mid-Cap Value ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 22 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q4 2025 and 13 closed out, a net change of +9 holders.
  • The largest iShares Morningstar Mid-Cap Value ETF buyer in Q4 2025 was Ameriprise, an estimated $13M added.
  • The largest iShares Morningstar Mid-Cap Value ETF seller in Q4 2025 was Morgan Stanley, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2025.