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iShares Morningstar Mid-Cap Value ETF
IMCV

172 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, 65 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

44% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 45

7% more capital invested

Capital invested by funds: $637M → $681M (+$44.8M)

5% more funds holding

Funds holding: 164 → 172 (+8)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.46% less ownership

Funds ownership: 70.41% → 69.95% (-0.46%)

Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
65
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$14.8M
2
AWM
Avior Wealth Management
Nebraska
+$3.26M
3
LPL Financial
LPL Financial
California
+$2.75M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.33M
5
Morgan Stanley
Morgan Stanley
New York
+$2.15M

Top Sellers

1
VIA
Vantagepoint Investment Advisers
District of Columbia
-$3.71M
2
Bank of America
Bank of America
North Carolina
-$1.98M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.82M
4
DAS
Diversify Advisory Services
Utah
-$1.74M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
1
Vantagepoint Investment Advisers
District of Columbia
$81.8M -$3.71M -43,089 -4%
Morgan Stanley
2
Morgan Stanley
New York
$51.8M +$2.15M +25,002 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$37.7M -$370K -4,303 -1%
Ameriprise
4
Ameriprise
Minnesota
$34.6M +$14.8M +171,859 +73%
LPL Financial
5
LPL Financial
California
$31.4M +$2.75M +32,018 +9%
OWM
6
Orgel Wealth Management
Wisconsin
$29.1M -$1.32M -15,389 -4%
EH
7
Equitable Holdings
New York
$27.2M -$45.8K -532 -0.2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$22.9M -$1.82M -21,202 -7%
Wells Fargo
9
Wells Fargo
California
$21.3M -$910K -10,574 -4%
Osaic Holdings
10
Osaic Holdings
Arizona
$19.6M +$1.16M +13,465 +6%
BDF
11
Black Diamond Financial
Maryland
$18.4M -$472K -5,491 -2%
MTC
12
Matrix Trust Company
Colorado
$17.6M +$57.4K +667 +0.3%
SCM
13
Steele Capital Management
Iowa
$17.6M +$57.4K +667 +0.3%
Bank of America
14
Bank of America
North Carolina
$17.1M -$1.98M -22,963 -10%
UBS Group
15
UBS Group
Switzerland
$16.6M +$158K +1,842 +1%
GC
16
Granville Capital
North Carolina
$12.9M +$958K +11,138 +8%
MWM
17
Marietta Wealth Management
Georgia
$11M +$180K +2,095 +2%
SA
18
swisspartners Advisors
Switzerland
$10.9M +$102K +1,190 +0.9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$10.7M +$708K +8,232 +7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$10.5M +$2.33M +27,063 +28%
RA
21
Rodgers & Associates
Pennsylvania
$10.1M +$705K +8,197 +7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$9.31M +$1.15M +13,385 +14%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.26M +$354K +4,110 +4%
BFC
24
Bedel Financial Consulting
Indiana
$7.74M +$433K +5,036 +6%
IAG
25
Ipsen Advisor Group
Arkansas
$7.2M +$110K +1,277 +2%
1
2 3 4 5

IMCV Hedge Fund Activity: Q1 2026 in Review

172 of the 8,126 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% 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 65 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.

  • 172 institutional investors held iShares Morningstar Mid-Cap Value ETF (IMCV) as of Q1 2026, up from 164 in Q4 2025.
  • Funds reported $681M of iShares Morningstar Mid-Cap Value ETF stock for Q1 2026, up 7% 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.