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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
Envestnet Asset Management
Illinois
$9.35M
2
CCMG
Clark Capital Management Group
Pennsylvania
$6.84M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.5M
4
Raymond James Financial
Raymond James Financial
Florida
$30.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.04M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$12.1M
2
Morgan Stanley
Morgan Stanley
New York
$51.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$581K
4
BDF
Black Diamond Financial
Maryland
$8.42M
5
EH
Equitable Holdings
New York
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.7M -$2.85M -37,463 -5%
Raymond James Financial
2
Raymond James Financial
Florida
$30.1M +$4.63M +60,971 +18%
EH
3
Equitable Holdings
New York
$29.6M -$497K -6,536 -2%
OWM
4
Orgel Wealth Management
Wisconsin
$27.4M +$1.48M +19,452 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.5M +$5.1M +67,115 +33%
Bank of America
6
Bank of America
North Carolina
$16.7M +$1.04M +13,649 +7%
LPL Financial
7
LPL Financial
California
$16.6M +$3.71M +48,843 +29%
Wells Fargo
8
Wells Fargo
California
$16.2M +$3.46M +45,577 +27%
SCM
9
Steele Capital Management
Iowa
$15.3M +$246K +3,237 +2%
MTC
10
Matrix Trust Company
Colorado
$15.3M +$246K +3,237 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.1M -$3.35M -45,130 -22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$9.35M +$7.2M +94,752 +335%
SA
13
swisspartners Advisors
Switzerland
$8.47M +$266K +3,510 +3%
BDF
14
Black Diamond Financial
Maryland
$8.42M -$1.17M -15,342 -12%
UBS Group
15
UBS Group
Switzerland
$7.83M +$54.1K +712 +0.7%
RA
16
Rodgers & Associates
Pennsylvania
$7.67M +$512K +6,732 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.04M +$4.19M +55,120 +147%
CCMG
18
Clark Capital Management Group
Pennsylvania
$6.84M +$6.84M +90,046 New
GIA
19
GHP Investment Advisors
Colorado
$6.34M -$6.99K -92 -0.1%
IAG
20
Ipsen Advisor Group
Arkansas
$6.25M +$168K +2,205 +3%
MWM
21
Marietta Wealth Management
Georgia
$6.19M +$357K +4,694 +6%
BFC
22
Bedel Financial Consulting
Indiana
$5.75M +$65.5K +862 +1%
Ameriprise
23
Ameriprise
Minnesota
$5.07M +$96.6K +1,270 +2%
AAS
24
Avantax Advisory Services
Texas
$4.63M +$211K +2,773 +5%
Mariner
25
Mariner
Kansas
$4.43M +$196K +2,580 +5%
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