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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$22.6M |
| 2 |
LGA
Lebenthal Global Advisors
Hauppauge,
New York
|
+$4.07M |
| 3 |
EH
Equitable Holdings
New York
|
+$3.79M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.42M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
+$875K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.66M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.17M |
| 3 |
Morgan Stanley
New York
|
-$1.15M |
| 4 |
LPL Financial
San Diego,
California
|
-$433K |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$421K |
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.