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

iShares Morningstar Mid-Cap Value ETF logo
$78.66 +1.21 (+1.57%)
Closing price 07/3/2025 02:46 PM Eastern
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$78.67 +0.00 (+0.00%)
As of 07/3/2025 04:10 PM Eastern
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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)
69
Total
Institutional Inflows
(last 12 months)
$122.03M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$46.61M
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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
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%
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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%
4/22/2025Rodgers & Associates LTD94,180$6.99M0.9%+10.2%1.070%
4/22/2025Cambridge Investment Research Advisors Inc.6,703$497K0.0%+8.4%0.076%
4/22/2025Madison Wealth Partners Inc7,894$586K0.1%-6.0%0.090%
4/22/2025Sage Financial Group Inc.7,211$535K0.0%-3.7%0.082%
4/22/2025Burt Wealth Advisors14,480$1.07M0.3%-3.1%0.165%
4/22/2025Marietta Wealth Management LLC76,747$5.69M0.8%+3.8%0.872%
4/21/2025Jim Saulnier & Associates LLC28,022$2.08M1.7%+4.4%0.318%
4/21/2025Trivant Custom Portfolio Group LLC5,001$371K0.2%+27.2%0.057%
4/16/2025Wealth Enhancement Advisory Services LLC17,895$1.33M0.0%-10.4%0.205%
4/16/2025Steele Capital Management Inc.198,515$14.73M0.8%+0.1%2.269%
4/15/2025Ipsen Advisor Group LLC80,098$5.94M5.1%+1.9%0.915%
4/15/2025Orgel Wealth Management LLC340,525$25.26M0.7%-0.8%3.892%
4/10/2025Retirement Planning Group LLC17,967$1.33M0.1%-6.0%0.211%
4/10/2025Matrix Trust Co198,515$14.73M2.5%+0.1%2.335%
4/9/2025Merit Financial Group LLC24,435$1.81M0.0%-7.3%0.287%
4/9/2025Flagstar Advisors Inc.27,394$2.03M0.5%-3.5%0.322%
4/8/2025James J. Burns & Company LLC6,119$454K0.1%-5.4%0.072%
4/8/2025Parallel Advisors LLC3,550$263K0.0%N/A0.042%
3/17/2025Wealth Enhancement Advisory Services LLC19,963$1.48M0.0%+23.5%0.226%
2/24/2025Ameriflex Group Inc.417$32K0.0%N/A0.005%
2/20/2025Revisor Wealth Management LLC3,015$226K0.2%N/A0.034%
2/18/2025Retirement Planning Group LLC19,106$1.42M0.1%+2.0%0.216%
2/17/2025Vivaldi Capital Management LP22,366$1.73M0.3%+5.5%0.253%
2/17/2025Guardian Wealth Advisors LLC NC1,407$104K0.0%-30.0%0.016%
2/17/2025Focus Partners Wealth305,677$22.70M0.1%+2,220.8%3.454%
2/17/2025EP Wealth Advisors LLC43,862$3.26M0.0%+1.4%0.496%
2/17/2025Cetera Investment Advisers21,746$1.62M0.0%+1.9%0.246%
2/17/2025Captrust Financial Advisors13,771$1.02M0.0%+1.5%0.156%
2/17/2025Baird Financial Group Inc.73,616$5.47M0.0%+1.2%0.832%
2/17/2025Bank of America Corp DE191,945$14.25M0.0%-1.8%2.169%
2/17/2025Ameriprise Financial Inc.62,756$4.66M0.0%+20.8%0.709%
2/17/2025Aptus Capital Advisors LLC1,407$104K0.0%-30.0%0.016%
2/14/2025Jane Street Group LLC3,574$265K0.0%-41.3%0.040%
2/14/2025Stifel Financial Corp42,931$3.19M0.0%+4.9%0.485%
2/14/2025MML Investors Services LLC34,567$2.57M0.0%+2.7%0.391%
2/13/2025Mariner LLC58,088$4.31M0.0%+2.9%0.656%
2/13/2025Raymond James Financial Inc.298,735$22.18M0.0%N/A3.376%
2/13/2025Envestnet Asset Management Inc.30,194$2.24M0.0%-2.5%0.341%
2/13/2025Wells Fargo & Company MN166,680$12.38M0.0%-8.3%1.883%
2/12/2025WealthTrak Capital Management LLC4,233$314K0.3%N/A0.048%
2/12/2025Level Four Advisory Services LLC12,365$918K0.0%-1.8%0.140%
2/12/2025JPMorgan Chase & Co.6,003$446K0.0%+61.3%0.068%
2/12/2025Ipsen Advisor Group LLC78,597$5.84M5.0%N/A0.888%
2/12/2025Aire Advisors LLC37,116$2.76M0.6%+2.2%0.419%
2/11/2025LPL Financial LLC157,764$11.72M0.0%-3.4%1.783%
2/11/2025Millstone Evans Group LLC41,811$3.11M2.1%N/A0.472%
2/10/2025Harbour Investments Inc.2,567$191K0.0%+11.2%0.029%
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2/10/2025Corient Private Wealth LLC22,184$1.65M0.0%-4.2%0.251%
2/10/2025Commonwealth Equity Services LLC197,852$14.69M0.0%+2.6%2.236%
2/10/2025Hopwood Financial Services Inc.960$71K0.1%N/A0.011%
2/7/2025HM Payson & Co.685$51K0.0%N/A0.008%
2/7/2025Jackson Creek Investment Advisors LLC9,093$675K0.2%+15.4%0.103%
2/6/2025Raymond James Financial Inc.298,735$22.18M0.0%N/A3.376%
2/6/2025Assetmark Inc.3,270$243K0.0%N/A0.037%
2/6/2025DDFG Inc7,029$522K0.2%+17.7%0.079%
2/6/2025Bedel Financial Consulting Inc.72,096$5.52M0.8%+7.5%0.815%
2/6/2025Jones Financial Companies Lllp2,701$201K0.0%+209.7%0.031%
(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, 119 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap Value ETF. The most heavily invested institutionals were Orgel Wealth Management LLC ($25.26M), Raymond James Financial Inc. ($24.85M), Raymond James Financial Services Advisors Inc. ($17.93M), Commonwealth Equity Services LLC ($15.06M), Steele Capital Management Inc. ($14.73M), Matrix Trust Co ($14.73M), and Bank of America Corp DE ($14.25M).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 101 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. ($633.67K), Focus Partners Wealth ($292.51K), Steele Capital Management Inc. ($227.67K), Raymond James Financial Services Advisors Inc. ($207.21K), Arlington Financial Advisors LLC ($187.10K), swisspartners Advisors Ltd ($106.98K), and Ipsen Advisor Group LLC ($80.10K).

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

Institutional investors have bought a total of 1,640,023 shares in the last 24 months. This purchase volume represents approximately $122.03M in transactions.

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

Of the 51 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 ($72.77K), Baird Financial Group Inc. ($59.39K), Raymond James & Associates ($49.65K), Steele Capital Management Inc. ($25.04K), Matrix Trust Co ($24.05K), 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 629,356 shares in the last 24 months. This volume of shares sold represents approximately $46.61M in transactions.


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This page (NASDAQ:IMCV) was last updated on 7/6/2025 by MarketBeat.com Staff
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