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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
PCIA
76
Prime Capital Investment Advisors
Kansas
$394K – – –
PAS
77
Park Avenue Securities
New York
$365K +$175K +2,267 +85%
WJA
78
Willis Johnson & Associates
Texas
$336K +$773 +10 +0.2%
SAM
79
Summit Asset Management
Tennessee
$332K – – –
CFA
80
Cahill Financial Advisors
Minnesota
$317K +$2.32K +30 +0.7%
CIA
81
Cape Investment Advisory
Georgia
$316K +$155 +2 +0%
WCM
82
WealthTrak Capital Management
Virginia
$314K +$327K +4,233 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$303K +$6.8K +88 +2%
TCPG
84
Trivant Custom Portfolio Group
California
$292K +$7.88K +102 +3%
Jane Street
85
Jane Street
New York
$265K -$195K -2,517 -41%
PMFA
86
Plante Moran Financial Advisors
Michigan
$256K – – –
OC
87
Oakworth Capital
Alabama
$255K – – –
TIAA Trust, National Association
88
TIAA Trust, National Association
North Carolina
$253K -$1.16K -15 -0.4%
NIWA
89
New Insight Wealth Advisors
California
$252K – – –
AssetMark Inc
90
AssetMark Inc
California
$243K +$253K +3,270 New
WWM
91
Western Wealth Management
Colorado
$239K -$97.2K -1,257 -28%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$238K – – –
RWM
93
Revisor Wealth Management
Ohio
$226K +$233K +3,015 New
BFG
94
Beacon Financial Group
Texas
$210K +$464 +6 +0.2%
BFG
95
Bouchey Financial Group
New York
$209K – – –
TCA
96
Transcend Capital Advisors
New Jersey
$208K -$11.7K -151 -5%
CAM
97
Cresset Asset Management
Illinois
$204K – – –
SAM
98
Silvercrest Asset Management
New York
$201K – – –
Jones Financial Companies
99
Jones Financial Companies
Missouri
$201K +$141K +1,829 +210%
GWM
100
Geneos Wealth Management
Colorado
$200K +$928 +12 +0.4%
2 3
4
5 6

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.