iShares Morningstar Mid-Cap Value ETF
IMCV
156 hedge funds and large institutions have $574M invested in iShares Morningstar Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 35 reducing their positions, and 11 closing their positions.
836% more capital inflows, than outflows
Capital inflows: $121M | Capital outflows: $13M
94% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 35
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
6% more ownership
Funds ownership: 61.97% → 67.97% (+6%)
0% more funds holding
Funds holding: 156 → 156 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VIA
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
+$76.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.65M |
| 3 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$6.22M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.6M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$3.99M |
| 2 |
Morgan Stanley
New York
|
-$3.71M |
| 3 |
JCIA
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
-$719K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$581K |
| 5 |
FA
Flagstar Advisors
New York
|
-$540K |
IMCV Hedge Fund Activity: Q3 2025 in Review
156 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q3 2025, worth a combined $574M — up 28% from $447M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IMCV positions and 11 closed out — a net gain of 4 holders — while 68 added to existing stakes and 35 trimmed.
The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $76.9M. The largest seller was Equitable Holdings, cutting an estimated $3.99M.
- 156 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $574M of iShares Morningstar Mid-Cap Value ETF stock for Q3 2025, up 28% quarter-over-quarter.
- 15 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q3 2025 and 11 closed out, a net change of +4 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $76.9M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q3 2025 was Equitable Holdings, an estimated $3.99M sold.
Based on aggregated 13F filings for Q3 2025.