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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
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
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$581K
4
BDF
4
Black Diamond Financial
Maryland
$8.42M
5
EH
5
Equitable Holdings
New York
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
126
Parkside Financial Bank & Trust
Missouri
$38.8K – – –
US Bancorp
127
US Bancorp
Minnesota
$38.4K – – –
AssetMark Inc
128
AssetMark Inc
California
$36.6K +$6.15K +81 +20%
BWL
129
Bogart Wealth LLC
Virginia
$35.2K +$76 +1 +0.2%
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$33.4K – – –
AG
131
AmeriFlex Group
Nevada
$31.5K – – –
CBT
132
Crews Bank & Trust
Florida
$23.2K – – –
MA
133
MCF Advisors
Kentucky
$22.8K – – –
NS
134
NBC Securities
Alabama
$22K – – –
GG
135
Gleason Group
Kentucky
$20.2K +$152 +2 +0.8%
EWP
136
Elevation Wealth Partners
California
$19.3K +$152 +2 +0.8%
FHA
137
First Horizon Advisors
Tennessee
$16.5K +$16.5K +217 New
TCM
138
TD Capital Management
Tennessee
$15.4K +$76 +1 +0.5%
SL
139
Salomon & Ludwin
Virginia
$12.5K – – –
AF
140
Advisornet Financial
Minnesota
$11.8K – – –
CFD
141
Creative Financial Designs
Indiana
$11.7K +$76 +1 +0.7%
AIP
142
Ameritas Investment Partners
Nebraska
$8.74K – – –
AIC
143
Archer Investment Corporation
Indiana
$7.83K +$1.52K +20 +24%
GFA
144
Gladwyn Financial Advisors
Virginia
$5.45K +$5.45K +72 New
Russell Investments Group
145
Russell Investments Group
United Kingdom
$5.4K – – –
AA
146
Ancora Advisors
Ohio
$5.02K – – –
PB
147
Pinnacle Bancorp
Nebraska
$4.26K +$4.26K +56 New
SIS
148
Sound Income Strategies
Florida
$4.1K – – –
WP
149
WealthShield Partners
North Carolina
$2.75K +$2.75K +36 New
ICM
150
Islay Capital Management
Texas
$2.28K – – –
3 4 5
6
7