Who Owns iShares Morningstar Mid-Cap Value ETF (IMCV)?Hedge Fund & Institutional Holders

$84.27+0.03 (+0.03%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -1

Price History

$65.10$71.15$77.19$83.24$89.29Jul 24May 25Mar 26

IMCV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+292K+$24.0B
AMERIPRISE FINANCIAL INCIncreased+161K+$12.9B
swisspartners Advisors LtdNew Position+128K+$10.5B
Rodgers & Associates, LTDNew Position+111K+$9.2B
Ipsen Advisor Group LLCNew Position+84K+$6.9B
GHP Investment Advisors, Inc.New Position+83K+$6.8B
Lebenthal Global Advisors, LLCNew Position+61K+$5.0B
Sovran Advisors, LLCNew Position+55K+$4.7B
DDFG, IncNew Position+47K+$3.9B
WELLS FARGO & COMPANY/MNIncreased+43K+$3.4B
Millstone Evans Group, LLCNew Position+38K+$3.2B
RAYMOND JAMES FINANCIAL INCIncreased+40K+$3.1B
JIM SAULNIER & ASSOCIATES, LLCNew Position+25K+$2.1B
CALIBER WEALTH MANAGEMENT, LLC / KSNew Position+25K+$2.0B
LRI Investments, LLCNew Position+23K+$1.9B

IMCV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Orgel Wealth Management, LLCDecreased-2K-$28.9B
Cetera Investment AdvisersDecreased-7K-$8.3B
MML INVESTORS SERVICES, LLCDecreased-30K-$4.6B
Mariner, LLCDecreased-831-$4.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-47K-$3.8B
OSAIC HOLDINGS, INC.Decreased-16K-$1.7B
Equitable Holdings, Inc.Decreased-8K-$1.3B
M&T BANK CORPDecreased-13K-$1.0B
CITIGROUP INCDecreased-2K-$829.1M
Clark Capital Management Group, Inc.Decreased-3K-$820.2M
JANE STREET GROUP, LLCClosed Position-8K-$664.3M
GOLDMAN SACHS GROUP INCDecreased-2K-$482.9M
Integrated Wealth Concepts LLCDecreased-21-$461.0M
Parallel Advisors, LLCDecreased-65-$383.1M
BANK OF MONTREAL /CAN/Decreased-20-$280.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC339,200$27.0B0.01%Share
2COMMONWEALTH EQUITY SERVICES, LLC291,826$24.0B0.03%Share
3Equitable Holdings, Inc.285,711$23.0B0.16%Share
4AMERIPRISE FINANCIAL INC235,312$19.0B0.00%Share
5OSAIC HOLDINGS, INC.215,990$17.0B0.02%Share
6WELLS FARGO & COMPANY/MN194,707$16.0B0.00%Share
7UBS Group AG193,463$15.9B0.00%Share
8BANK OF AMERICA CORP /DE/141,268$11.0B0.00%Share
9swisspartners Advisors Ltd127,550$10.5B7.62%Share
10Rodgers & Associates, LTD111,456$9.2B0.93%Share
11RAYMOND JAMES FINANCIAL INC109,650$9.0B0.00%Share
12ROYAL BANK OF CANADA93,099$7.0B0.00%Share
13Ipsen Advisor Group LLC83,657$6.9B4.89%Share
14GHP Investment Advisors, Inc.82,675$6.8B0.28%Share
15Clark Capital Management Group, Inc.81,732$6.0B0.04%Share
16BANK OF AMERICA CORP /DE/83,786$6.0B0.00%Share
17Lebenthal Global Advisors, LLC60,727$5.0B0.77%Share
18WELLS FARGO & COMPANY/MN66,575$5.0B0.00%Share
19Sovran Advisors, LLC54,718$4.7B0.40%Share
20DDFG, Inc46,836$3.9B0.84%Share
21AIRE ADVISORS, LLC40,545$3.3B0.61%Share
22Millstone Evans Group, LLC38,400$3.2B1.86%Share
23STIFEL FINANCIAL CORP45,778$3.0B0.00%Share
24Equitable Holdings, Inc.45,136$3.0B0.02%Share
25JIM SAULNIER & ASSOCIATES, LLC25,299$2.1B1.08%Share
26CALIBER WEALTH MANAGEMENT, LLC / KS24,778$2.0B0.22%Share
27Focus Partners Wealth24,401$2.0B0.00%Share
28LRI Investments, LLC22,656$1.9B0.15%Share
29Courage Miller Partners, LLC18,761$1.5B0.46%Share
30FLAGSTAR ADVISORS INC16,070$1.3B0.44%Share
31PCA Investment Advisory Services Inc.13,837$1.1B0.40%Share
32GOLDMAN SACHS GROUP INC16,498$1.0B0.00%Share
33LEVEL FOUR ADVISORY SERVICES, LLC12,368$1.0B0.03%Share
34JPMORGAN CHASE & CO13,853$1.0B0.00%Share
35Baird Financial Group, Inc.17,841$1.0B0.00%Share
36COMERICA BANK10,308$848.0M0.00%Share
37Brand Asset Management Group, Inc.9,638$793.0M0.22%Share
38Madison Wealth Partners, Inc8,889$731.0M0.13%Share
39PACIFIC SUN FINANCIAL CORP8,200$675.0M0.33%Share
40FLAGSHIP HARBOR ADVISORS, LLC7,047$580.0M0.03%Share
41Allegheny Financial Group6,863$565.0M0.08%Share
42Geneos Wealth Management Inc.6,397$526.0M0.01%Share
43SAGE FINANCIAL GROUP INC6,392$526.0M0.03%Share
44D.A. DAVIDSON & CO.5,522$454.0M0.00%Share
45Runnymede Capital Advisors, Inc.5,504$453.0M0.26%Share
46Trivant Custom Portfolio Group, LLC5,504$453.0M0.26%Share
47GWN SECURITIES INC.4,608$379.0M0.08%Share
48Willis Johnson & Associates, Inc.4,529$372.0M0.02%Share
49WealthTrak Capital Management LLC4,155$342.0M0.24%Share
50CHILTON CAPITAL MANAGEMENT LLC3,880$319.0M0.01%Share

IMCV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025162$272.6B+71
Q3 202591$235.7B-53
Q2 2025144$291.1B-5
Q1 2025149$322.1B+21
Q4 2024128$44.2T+15
Q3 2024113$61.9T+7
Q2 2024106$47.8T+5
Q1 2024101$48.7T—

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As of Q4 2025, 50 institutional investors hold IMCV (iShares Morningstar Mid-Cap Value ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $27.0B in shares. This quarter, 12 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own IMCV?

As of Q4 2025, 50 institutional investors report holding IMCV (iShares Morningstar Mid-Cap Value ETF) in their 13F filings.

Who is the largest institutional holder of IMCV?

The largest institutional holder of IMCV is RAYMOND JAMES FINANCIAL INC with $27.0B in shares.

Is institutional ownership of IMCV increasing or decreasing?

This quarter, 12 institutions opened new positions in IMCV and 1 closed their positions.