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iShares Morningstar Mid-Cap Value ETF (IMCV) Institutional Ownership

iShares Morningstar Mid-Cap Value ETF logo
$80.74 +0.28 (+0.35%)
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$148.57M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$43.96M
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IMCV Institutional Buying and Selling by Quarter

iShares Morningstar Mid-Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025 Orgel Wealth Management LLC360,195$28.94M0.7%+0.1%3.382%
9/26/2025Corient Private Wealth LLC18,300$1.39M0.0%-3.9%0.196%
9/4/2025Osaic Holdings Inc.218,051$16.57M0.0%+5.0%2.332%
8/18/2025Geneos Wealth Management Inc.5,394$410K0.0%+98.6%0.058%
8/15/2025Corient Private Wealth LLC18,300$1.39M0.0%-3.9%0.196%
8/15/2025Equitable Holdings Inc.390,168$29.65M0.2%-1.6%4.173%
8/15/2025Captrust Financial Advisors12,311$935K0.0%-10.6%0.132%
8/15/2025Smartleaf Asset Management LLC2,317$175K0.0%+18.8%0.025%
8/15/2025MML Investors Services LLC42,420$3.22M0.0%+25.5%0.454%
8/15/2025Bank of America Corp DE219,604$16.69M0.0%+6.6%2.349%
8/15/2025Ameriprise Financial Inc.66,651$5.07M0.0%+1.9%0.713%
8/14/2025Raymond James Financial Inc.395,910$30.08M0.0%+18.2%4.234%
8/14/2025Diversify Advisory Services LLC16,776$1.31M0.1%+10.0%0.179%
8/14/2025Vivaldi Capital Management LP26,647$2.03M0.3%+18.0%0.285%
8/13/2025Baird Financial Group Inc.17,237$1.31M0.0%+21.1%0.184%
8/13/2025M&T Bank Corp13,727$1.04M0.0%-3.7%0.147%
8/13/2025Northwestern Mutual Wealth Management Co.50,321$3.82M0.0%-1.7%0.538%
8/12/2025J.W. Cole Advisors Inc.5,656$430K0.0%N/A0.060%
8/12/2025JPMorgan Chase & Co.18,151$1.38M0.0%+95.9%0.194%
8/8/2025Avantax Advisory Services Inc.60,956$4.63M0.0%+4.8%0.652%
8/8/2025Cetera Investment Advisers47,852$3.64M0.0%+116.0%0.512%
8/7/2025Summit Asset Management LLC4,216$320K0.1%-5.8%0.045%
8/6/2025Ipsen Advisor Group LLC82,303$6.25M4.8%+2.8%0.880%
8/6/2025Savant Capital LLC5,592$425K0.0%+2.6%0.060%
8/6/2025DDFG Inc31,915$2.43M0.6%+6.3%0.341%
8/5/2025swisspartners Advisors Ltd111,620$8.47M8.0%+3.2%1.194%
8/4/2025Jim Saulnier & Associates LLC26,375$2.00M1.4%-5.9%0.282%
8/4/2025Flagship Harbor Advisors LLC7,021$533K0.0%+4.5%0.075%
8/1/2025GWN Securities Inc.4,092$312K0.1%+11.8%0.044%
8/1/2025Envestnet Asset Management Inc.123,020$9.35M0.0%+335.2%1.316%
7/30/2025Black Diamond Financial LLC110,769$8.42M1.3%-12.2%1.185%
7/30/2025Retirement Planning Group LLC16,780$1.28M0.1%-6.6%0.179%
7/30/2025D.A. Davidson & CO.3,197$243K0.0%N/A0.034%
7/30/2025Pacific Sun Financial Corp8,130$618K0.3%-6.2%0.087%
7/29/2025Madison Wealth Partners Inc8,616$655K0.1%+9.1%0.092%
7/29/2025Woodard & Co. Asset Management Group Inc. ADV5,652$429K0.1%-28.1%0.060%
7/29/2025Rodgers & Associates LTD100,912$7.67M0.8%+7.1%1.079%
7/29/2025Aire Advisors LLC40,696$3.09M0.6%+9.2%0.435%
7/25/2025Atria Wealth Solutions Inc.25,407$1.93M0.0%-6.2%0.272%
7/25/2025Courage Miller Partners LLC20,296$1.54M0.5%-1.4%0.217%
7/25/2025CWM LLC3,837$292K0.0%-25.8%0.041%
7/24/2025rebel Financial LLC4,342$330K0.2%N/A0.046%
7/22/2025Sage Financial Group Inc.6,780$515K0.0%-6.0%0.073%
7/22/2025DAVENPORT & Co LLC52,522$3.99M0.0%+78.6%0.565%
7/22/2025Marietta Wealth Management LLC81,441$6.19M0.8%+6.1%0.876%
7/21/2025Ameritas Advisory Services LLC768$58K0.0%N/A0.008%
7/15/2025James J. Burns & Company LLC20,510$1.56M0.3%+235.2%0.222%
7/15/2025Revisor Wealth Management LLC3,428$267K0.1%-4.5%0.037%
7/14/2025Flagstar Advisors Inc.23,119$1.76M0.5%-15.6%0.250%
7/14/2025Park Avenue Securities LLC13,272$1.01M0.0%N/A0.143%
7/14/2025Matrix Trust Co201,752$15.33M2.4%+1.6%2.181%
7/10/2025 Orgel Wealth Management LLC359,977$27.35M0.7%+5.7%3.892%
7/10/2025Wealth Enhancement Advisory Services LLC16,662$1.30M0.0%-6.9%0.181%
7/10/2025Sovran Advisors LLC24,024$1.86M0.2%N/A0.261%
7/9/2025Dynamic Advisor Solutions LLC25,742$1.96M0.1%N/A0.280%
7/9/2025Burt Wealth Advisors27,722$2.11M0.5%+91.5%0.301%
7/8/2025Parallel Advisors LLC4,850$369K0.0%+36.6%0.053%
5/20/2025Focus Partners Wealth30,923$2.29M0.0%-89.9%0.347%
5/19/2025Jane Street Group LLC4,265$316K0.0%+19.3%0.048%
5/16/2025Jones Financial Companies Lllp35,120$2.77M0.0%+1,200.3%0.395%
5/16/2025Integrated Wealth Concepts LLC5,778$429K0.0%-3.0%0.065%
5/15/2025EP Wealth Advisors LLC43,166$3.20M0.0%-1.6%0.485%
5/15/2025Royal Bank of Canada37,503$2.78M0.0%+3.2%0.421%
5/15/2025Baird Financial Group Inc.14,229$1.06M0.0%-80.7%0.160%
5/14/2025Smartleaf Asset Management LLC1,950$143K0.0%+27.6%0.022%
5/14/2025Northwestern Mutual Wealth Management Co.51,180$3.80M0.0%+9.3%0.575%
5/14/2025Summit Financial LLC3,013$224K0.0%N/A0.034%
5/13/2025Raymond James Financial Inc.334,939$24.85M0.0%+12.1%3.763%
5/13/2025DDFG Inc30,034$2.23M0.6%+327.3%0.337%
5/9/2025Atria Wealth Solutions Inc.27,086$2.01M0.0%-11.1%0.304%
5/9/2025Commonwealth Equity Services LLC202,990$15.06M0.0%+2.6%2.281%
5/8/2025TIAA Trust National Association3,098$230K0.0%-9.0%0.035%
5/8/2025US Bancorp DE505$37K0.0%-57.9%0.006%
5/7/2025N.E.W. Advisory Services LLC515$38K0.0%N/A0.006%
5/7/2025Woodard & Co. Asset Management Group Inc. ADV7,862$583K0.1%-83.5%0.088%
5/7/2025LPL Financial LLC170,079$12.62M0.0%+7.8%1.911%
5/7/2025Bedel Financial Consulting Inc.74,804$5.39M0.8%+3.8%0.840%
5/7/2025Caliber Wealth Management LLC KS25,602$1.90M0.3%N/A0.288%
5/6/2025Assetmark Inc.401$30K0.0%-87.7%0.005%
5/6/2025Cetera Investment Advisers22,155$1.64M0.0%+1.9%0.249%
5/6/2025Avantax Advisory Services Inc.58,183$4.32M0.0%-1.2%0.654%
5/5/2025PCA Investment Advisory Services Inc.13,966$1.04M0.5%-18.8%0.157%
5/5/2025Millstone Evans Group LLC40,011$2.97M2.0%-4.3%0.450%
5/5/2025Aire Advisors LLC37,266$2.77M0.6%+0.4%0.419%
5/5/2025Kestra Private Wealth Services LLC4,471$332K0.0%-17.9%0.050%
5/5/2025Diversify Advisory Services LLC15,244$1.09M0.1%+7.5%0.171%
5/5/2025Jackson Creek Investment Advisors LLC9,347$693K0.2%+2.8%0.105%
5/2/2025Trust Investment Advisors2,790$207K0.1%N/A0.031%
5/2/2025Bogart Wealth LLC463$34K0.0%N/A0.005%
5/1/2025CWM LLC5,170$384K0.0%-8.9%0.058%
4/30/2025Black Diamond Financial LLC126,111$9.36M1.4%+11.2%1.417%
4/29/2025Envestnet Asset Management Inc.28,268$2.10M0.0%-6.4%0.321%
4/29/2025HM Payson & Co.500$37K0.0%-27.0%0.006%
4/29/2025Courage Miller Partners LLC20,575$1.53M0.5%-1.4%0.234%
4/28/2025Revisor Wealth Management LLC3,588$266K0.1%+19.0%0.041%
4/28/2025Private Trust Co. NA713$53K0.0%+130.0%0.008%
4/28/2025DAVENPORT & Co LLC29,411$2.18M0.0%+11.2%0.334%
4/24/2025swisspartners Advisors Ltd108,110$8.02M7.5%+3.5%1.229%
4/23/2025Western Wealth Management LLC2,800$208K0.0%-13.0%0.032%
4/23/2025GHP Investment Advisors Inc.83,472$6.19M0.3%-1.4%0.949%
(Data available from 1/1/2016 forward)

IMCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMCV shares?

During the previous two years, 122 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap Value ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($30.08M), Equitable Holdings Inc. ($29.65M), Orgel Wealth Management LLC ($28.94M), Raymond James Financial Services Advisors Inc. ($17.93M), Bank of America Corp DE ($16.69M), Osaic Holdings Inc. ($16.57M), and Matrix Trust Co ($15.33M).Learn more on iShares Morningstar Mid-Cap Value ETF's institutional investors.

Which institutional investors have been buying iShares Morningstar Mid-Cap Value ETF's stock?

Of the 102 institutional investors that purchased iShares Morningstar Mid-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($694.65K), Focus Partners Wealth ($292.51K), Steele Capital Management Inc. ($227.67K), Raymond James Financial Services Advisors Inc. ($205.23K), Arlington Financial Advisors LLC ($187.10K), swisspartners Advisors Ltd ($110.49K), and Envestnet Asset Management Inc. ($95.22K).

How much institutional buying is happening at iShares Morningstar Mid-Cap Value ETF?

Institutional investors have bought a total of 1,984,124 shares in the last 24 months. This purchase volume represents approximately $148.57M in transactions.

Which of iShares Morningstar Mid-Cap Value ETF's major shareholders have been selling company stock?

Of the 54 institutional investors that sold iShares Morningstar Mid-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Focus Partners Wealth ($274.75K), Woodard & Co. Asset Management Group Inc. ADV ($74.98K), Baird Financial Group Inc. ($59.39K), Matrix Trust Co ($24.05K), Steele Capital Management Inc. ($24.05K), Black Diamond Financial LLC ($15.34K), and Wells Fargo & Company MN ($15.18K).

How much institutional selling is happening at iShares Morningstar Mid-Cap Value ETF?

Institutional investors have sold a total of 588,214 shares in the last 24 months. This volume of shares sold represents approximately $43.96M in transactions.


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This page (NASDAQ:IMCV) was last updated on 10/8/2025 by MarketBeat.com Staff
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