iShares Morningstar Mid-Cap Value ETF
IMCV
156 hedge funds and large institutions have $447M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 31 reducing their positions, and 9 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 31
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
16% more capital invested
Capital invested by funds: $386M → $447M (+$61.2M)
5% more funds holding
Funds holding: 148 → 156 (+8)
3.28% more ownership
Funds ownership: 61.06% → 64.34% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.89M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$6.55M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.88M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$4.44M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.73M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.97M |
| 3 |
BDF
Black Diamond Financial
Towson,
Maryland
|
-$1.12M |
| 4 |
EH
Equitable Holdings
New York
|
-$475K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$458K |
IMCV Hedge Fund Activity: Q2 2025 in Review
156 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q2 2025, worth a combined $447M — up 16% from $386M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IMCV positions and 9 closed out — a net gain of 8 holders — while 71 added to existing stakes and 31 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $6.89M. The largest seller was Morgan Stanley, cutting an estimated $2.73M.
- 156 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q2 2025, up from 148 in Q1 2025.
- Funds reported $447M of iShares Morningstar Mid-Cap Value ETF stock for Q2 2025, up 16% quarter-over-quarter.
- 17 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q2 2025 and 9 closed out, a net change of +8 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $6.89M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q2 2025 was Morgan Stanley, an estimated $2.73M sold.
Based on aggregated 13F filings for Q2 2025.