IMCV icon

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 %
Corient Private Wealth
51
Corient Private Wealth
Florida
$1.39M 18,300 -749 -4%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$1.38M 18,151 +8,884 +96%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$1.31M 17,237 +3,008 +21%
DAS
54
Diversify Advisory Services
Utah
$1.31M 16,776 +1,532 +10%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$1.3M 16,662 -1,233 -7%
RPGK
56
Retirement Planning Group (Kansas)
Kansas
$1.27M 16,780 -1,187 -7%
PIAS
57
PCA Investment Advisory Services
Ohio
$1.06M 13,988 +22 +0.2%
M&T Bank
58
M&T Bank
New York
$1.04M 13,727 -533 -4%
Comerica Bank
59
Comerica Bank
Texas
$1.03M 13,501 +142 +1%
PAS
60
Park Avenue Securities
New York
$1.01M 13,272 +13,272 New
LFAS
61
Level Four Advisory Services
Texas
$940K 12,367 +1 +0%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$935K 12,311 -1,460 -11%
JCIA
63
Jackson Creek Investment Advisors
Colorado
$719K 9,460 +113 +1%
Citigroup
64
Citigroup
New York
$703K 9,252 +3,815 +70%
MWP
65
Madison Wealth Partners
Wisconsin
$655K 8,616 +722 +9%
LG
66
LaFleur & Godfrey
Michigan
$642K 8,456 +56 +0.7%
PSF
67
Pacific Sun Financial
California
$618K 8,130 -540 -6%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$581K 7,643 -27,096 -78%
KAS
69
Kestra Advisory Services
Texas
$575K 7,562 +2,071 +38%
First Manhattan
70
First Manhattan
New York
$565K 7,438 – –
FHA
71
Flagship Harbor Advisors
Massachusetts
$533K 7,021 +303 +5%
SFG
72
Sage Financial Group
Pennsylvania
$515K 6,780 -431 -6%
Creative Planning
73
Creative Planning
Kansas
$489K 6,442 +39 +0.6%
IWC
74
Integrated Wealth Concepts
Massachusetts
$488K 6,427 +649 +11%
TCPG
75
Trivant Custom Portfolio Group
California
$432K 5,687 +686 +14%
1 2
3
4 5