iShares Morningstar Mid-Cap Value ETF
IMCV
173 hedge funds and large institutions have $681M invested in iShares Morningstar Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 45 reducing their positions, and 8 closing their positions.
170% more capital inflows, than outflows
Capital inflows: $45.5M | Capital outflows: $16.9M
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
47% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 45
5% more funds holding
Funds holding: 165 → 173 (+8)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.3% less ownership
Funds ownership: 70.25% → 69.95% (-0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.8M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$3.26M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.75M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.33M |
| 5 |
Morgan Stanley
New York
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VIA
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
-$3.71M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.98M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.82M |
| 4 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$1.74M |
| 5 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$1.32M |
IMCV Hedge Fund Activity: Q1 2026 in Review
173 of the 8,210 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap Value ETF (IMCV) for Q1 2026, worth a combined $681M — up 7.1% from $637M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IMCV positions and 8 closed out — a net gain of 10 holders — while 66 added to existing stakes and 45 trimmed.
The largest buyer was Ameriprise, adding an estimated $14.8M. The largest seller was Vantagepoint Investment Advisers, cutting an estimated $3.71M.
- 173 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q1 2026, up from 165 in Q4 2025.
- Funds reported $681M of iShares Morningstar Mid-Cap Value ETF stock for Q1 2026, up 7.1% quarter-over-quarter.
- 18 funds opened new iShares Morningstar Mid-Cap Value ETF positions in Q1 2026 and 8 closed out, a net change of +10 holders.
- The largest iShares Morningstar Mid-Cap Value ETF buyer in Q1 2026 was Ameriprise, an estimated $14.8M added.
- The largest iShares Morningstar Mid-Cap Value ETF seller in Q1 2026 was Vantagepoint Investment Advisers, an estimated $3.71M sold.
Based on aggregated 13F filings for Q1 2026.