iShares Morningstar Mid-Cap Value ETF
IMCV
148 hedge funds and large institutions have $386M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
28% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 43
6% more funds holding
Funds holding: 140 → 148 (+8)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.96% less ownership
Funds ownership: 63.02% → 61.06% (-2%)
6% less capital invested
Capital invested by funds: $409M → $386M (-$22.8M)
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.39M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.72M |
| 3 |
DI
DDFG Inc
Thousand Oaks,
California
|
+$1.73M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.61M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.05M |
Top Sellers
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$20.7M |
| 2 |
Morgan Stanley
New York
|
-$6.69M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$4.47M |
| 4 |
EH
Equitable Holdings
New York
|
-$4.25M |
| 5 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$2.99M |
IMCV Hedge Fund Activity: Q1 2025 in Review
148 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q1 2025, worth a combined $386M — down 5.6% from $409M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IMCV positions and 4 closed out — a net gain of 9 holders — while 55 added to existing stakes and 43 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $3.39M. The largest seller was Focus Partners Wealth, cutting an estimated $20.7M.
- 148 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q1 2025, up from 140 in Q4 2024.
- Funds reported $386M of iShares Morningstar Mid-Cap Value ETF stock for Q1 2025, down 5.6% quarter-over-quarter.
- 13 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q1 2025 and 4 closed out, a net change of +9 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q1 2025 was Osaic Holdings, an estimated $3.39M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q1 2025 was Focus Partners Wealth, an estimated $20.7M sold.
Based on aggregated 13F filings for Q1 2025.