iShares Morningstar Mid-Cap Value ETF
IMCV
164 hedge funds and large institutions have $637M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 45 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
44% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 45
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more capital invested
Capital invested by funds: $574M → $637M (+$63M)
5% more funds holding
Funds holding: 156 → 164 (+8)
2.44% more ownership
Funds ownership: 67.97% → 70.41% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$13M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.96M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.03M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.44M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.8M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.41M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.28M |
| 4 |
PAS
Park Avenue Securities
New York
|
-$1.15M |
| 5 |
EH
Equitable Holdings
New York
|
-$685K |
IMCV Hedge Fund Activity: Q4 2025 in Review
164 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q4 2025, worth a combined $637M — up 11% from $574M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IMCV positions and 13 closed out — a net gain of 9 holders — while 65 added to existing stakes and 45 trimmed.
The largest buyer was Ameriprise, adding an estimated $13M. The largest seller was Morgan Stanley, cutting an estimated $3.8M.
- 164 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q4 2025, up from 156 in Q3 2025.
- Funds reported $637M of iShares Morningstar Mid-Cap Value ETF stock for Q4 2025, up 11% quarter-over-quarter.
- 22 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q4 2025 and 13 closed out, a net change of +9 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q4 2025 was Ameriprise, an estimated $13M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q4 2025 was Morgan Stanley, an estimated $3.8M sold.
Based on aggregated 13F filings for Q4 2025.