S&P 500   5,069.53
DOW   39,069.23
QQQ   436.55
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3 Chinese stocks poised for rebound
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This healthcare stock making a buzz with 160% growth
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First it was Tyson stock, now this food company is set to rally
How major US stock indexes fared Monday, 2/26/2024
S&P 500   5,069.53
DOW   39,069.23
QQQ   436.55
Is CRISPR Therapeutics the NVIDIA of gene editing?
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
3 Chinese stocks poised for rebound
4 stocks benefitting from NVIDIA's explosive growth
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
These 2 carnivore dining stocks gaining on the Ozempic craze
This healthcare stock making a buzz with 160% growth
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
First it was Tyson stock, now this food company is set to rally
How major US stock indexes fared Monday, 2/26/2024
S&P 500   5,069.53
DOW   39,069.23
QQQ   436.55
Is CRISPR Therapeutics the NVIDIA of gene editing?
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
3 Chinese stocks poised for rebound
4 stocks benefitting from NVIDIA's explosive growth
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
These 2 carnivore dining stocks gaining on the Ozempic craze
This healthcare stock making a buzz with 160% growth
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
First it was Tyson stock, now this food company is set to rally
How major US stock indexes fared Monday, 2/26/2024
S&P 500   5,069.53
DOW   39,069.23
QQQ   436.55
Is CRISPR Therapeutics the NVIDIA of gene editing?
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
3 Chinese stocks poised for rebound
4 stocks benefitting from NVIDIA's explosive growth
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
These 2 carnivore dining stocks gaining on the Ozempic craze
This healthcare stock making a buzz with 160% growth
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
First it was Tyson stock, now this food company is set to rally
How major US stock indexes fared Monday, 2/26/2024

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

$68.10
-0.32 (-0.47%)
(As of 02/26/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$99.25 M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$34.45 M
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IMCV Institutional Buying and Selling by Quarter


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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2024Madison Wealth Partners Inc8,368$0.57M0.2%+4.0%0.097%
2/16/2024PCA Investment Advisory Services Inc.13,960$0.95M0.6%-48.4%0.161%
2/15/2024Townsquare Capital LLC6,331$0.43M0.0%-36.3%0.073%
2/15/2024Baird Financial Group Inc.129,978$8.80M0.0%+47.2%1.503%
2/15/2024Comerica Bank13,424$0.91M0.0%-2.1%0.155%
2/14/2024Royal Bank of Canada39,031$2.64M0.0%+45.8%0.451%
2/14/2024Kestra Advisory Services LLC5,918$0.40M0.0%+41.7%0.068%
2/13/2024Envestnet Asset Management Inc.34,274$2.32M0.0%+1.8%0.396%
2/13/2024Cetera Advisor Networks LLC10,180$0.69M0.0%-9.7%0.118%
2/12/2024Stifel Financial Corp36,110$2.45M0.0%+1.3%0.417%
2/12/2024Steward Partners Investment Advisory LLC698$47K0.0%+5,269.2%0.008%
2/9/2024Corient Private Wealth LLC58,718$3.98M0.0%+6.9%0.679%
2/9/2024Wells Fargo & Company MN193,802$13.12M0.0%-7.2%2.240%
2/8/2024Bedel Financial Consulting Inc.59,647$4.04M0.7%+0.5%0.690%
2/8/2024Janney Montgomery Scott LLC7,592$0.51M0.0%-36.2%0.088%
2/7/2024Avantax Advisory Services Inc.93,932$6.36M0.1%+4.3%1.086%
2/7/2024Principal Securities Inc.615$42K0.0%N/A0.007%
2/6/2024Private Advisor Group LLC6,511$0.44M0.0%+31.0%0.075%
2/6/2024Merit Financial Group LLC30,085$2.04M0.1%+52.3%0.348%
2/5/2024Kestra Private Wealth Services LLC4,716$0.32M0.0%-33.3%0.055%
2/5/2024Steele Capital Management Inc.226,918$15.37M1.0%N/A2.623%
2/5/2024DDFG Inc8,418$0.57M0.2%+11.6%0.097%
2/5/2024Matrix Trust Co225,366$15.26M3.6%+0.6%2.605%
2/2/2024Rodgers & Associates LTD83,185$5.63M0.8%+7.4%0.962%
2/2/2024Atria Wealth Solutions Inc.38,137$2.58M0.0%+7.3%0.441%
2/1/2024Burt Wealth Advisors15,336$1.04M0.3%-29.7%0.177%
1/31/2024J.W. Cole Advisors Inc.5,804$0.39M0.0%+6.2%0.067%
1/31/2024Western Wealth Management LLC6,274$0.43M0.0%-33.2%0.073%
1/30/2024Marietta Wealth Management LLC60,947$4.13M0.7%+2.9%0.705%
1/29/2024Aire Advisors LLC38,375$2.60M0.6%+34.2%0.444%
1/26/2024GHP Investment Advisors Inc.86,674$5.87M0.3%-0.7%1.002%
1/25/2024Trivant Custom Portfolio Group LLC3,655$0.25M0.2%-10.1%0.042%
1/25/2024Woodard & Co. Asset Management Group Inc. ADV91,657$6.21M1.8%-1.4%1.060%
1/23/2024TIAA Trust National Association3,608$0.24M0.0%N/A0.042%
1/19/2024Courage Miller Partners LLC21,085$1.43M0.5%-5.1%0.244%
1/19/2024Flagstar Advisors Inc.32,215$2.18M0.7%-10.3%0.372%
1/18/2024Altfest L J & Co. Inc.4,359$0.30M0.0%N/A0.050%
1/18/2024LaFleur & Godfrey LLC3,215$0.22M0.0%N/A0.037%
1/16/2024Raymond James Financial Services Advisors Inc.55,130$3.73M0.0%+10.0%0.637%
1/16/2024Raymond James & Associates92,597$6.27M0.0%+35.0%1.070%
1/16/2024Retirement Planning Group LLC25,444$1.72M0.2%-9.7%0.294%
1/11/2024Orgel Wealth Management LLC358,361$24.27M0.7%+9.9%4.072%
1/10/2024Dfpg Investments LLC22,519$1.51M0.1%+2.2%0.256%
1/9/2024Arlington Financial Advisors LLC187,104$12.67M3.8%N/A2.126%
11/21/2023Comerica Bank13,716$0.83M0.0%N/A0.158%
11/16/2023Revisor Wealth Management LLC3,476$0.21M0.2%N/A0.040%
11/16/2023Harbour Investments Inc.3,658$0.22M0.0%+109.5%0.042%
11/16/2023Morgan Stanley780,782$47.31M0.0%-1.1%8.975%
11/15/2023Integrated Wealth Concepts LLC6,185$0.38M0.0%+6.7%0.071%
11/15/2023Townsquare Capital LLC9,931$0.60M0.0%-31.7%0.114%
11/15/2023Mercer Global Advisors Inc. ADV3,621$0.22M0.0%N/A0.042%
11/15/2023Royal Bank of Canada26,762$1.62M0.0%-45.2%0.308%
11/15/2023Ameriprise Financial Inc.21,758$1.31M0.0%+8.3%0.250%
11/14/2023Woodard & Co. Asset Management Group Inc. ADV92,937$5.63M1.9%+6.1%1.068%
11/13/2023Stifel Financial Corp35,651$2.16M0.0%+2.7%0.410%
11/13/2023Mariner LLC51,778$3.14M0.0%+20.7%0.595%
11/13/2023LPL Financial LLC110,811$6.71M0.0%-2.0%1.274%
11/13/2023FMR LLC2,043$0.12M0.0%+137.0%0.023%
11/13/2023Envestnet Asset Management Inc.33,683$2.04M0.0%+11.0%0.387%
11/13/2023Kestra Advisory Services LLC4,176$0.25M0.0%-24.0%0.048%
11/9/2023UBS Group AG107,494$6.51M0.0%+8.4%1.236%
11/8/2023Aptus Capital Advisors LLC5,383$0.33M0.0%+33.8%0.062%
11/8/2023Janney Montgomery Scott LLC11,908$0.72M0.0%-11.1%0.137%
11/8/2023Atria Wealth Solutions Inc.35,547$2.17M0.0%+8.2%0.409%
11/8/2023Western Wealth Management LLC9,387$0.57M0.0%-12.4%0.108%
11/8/2023Avantax Advisory Services Inc.90,047$5.46M0.1%+0.4%1.035%
11/8/2023Kestra Private Wealth Services LLC7,074$0.43M0.0%+79.8%0.081%
11/7/2023Merit Financial Group LLC19,749$1.20M0.0%+1.3%0.227%
11/7/2023James J. Burns & Company LLC5,906$0.36M0.1%-9.3%0.068%
11/3/2023Black Diamond Financial LLC72,156$4.37M1.3%+3.4%0.829%
11/2/2023DDFG Inc7,541$0.46M0.2%+4.6%0.087%
11/2/2023Trivant Custom Portfolio Group LLC4,065$0.25M0.2%+4.8%0.047%
10/30/2023Matrix Trust Co224,112$13.58M3.5%+2.4%2.576%
10/30/2023Marietta Wealth Management LLC59,210$3.59M0.7%+3.6%0.701%
10/26/2023Orgel Wealth Management LLC325,949$19.75M0.7%+12.5%3.857%
10/25/2023Retirement Planning Group LLC28,180$1.71M0.2%-4.4%0.333%
10/24/2023J.W. Cole Advisors Inc.5,466$0.33M0.0%+40.7%0.065%
10/24/2023Raymond James Financial Services Advisors Inc.50,105$3.04M0.0%-3.8%0.593%
10/24/2023Raymond James & Associates68,613$4.16M0.0%+1.9%0.812%
10/24/2023Cambridge Investment Research Advisors Inc.5,959$0.36M0.0%-30.7%0.071%
10/23/2023Commonwealth Equity Services LLC150,580$9.12M0.0%+3.7%1.782%
10/18/2023Flagstar Advisors Inc.35,905$2.19M0.8%-21.2%0.427%
10/17/2023Rodgers & Associates LTD77,432$4.69M0.7%+6.2%0.922%
10/17/2023GHP Investment Advisors Inc.87,320$5.24M0.3%-0.4%1.040%
10/17/2023Avior Wealth Management LLC1,597$97K0.0%N/A0.019%
10/16/2023Courage Miller Partners LLC22,224$1.35M0.6%-1.0%0.265%
10/12/2023SeaCrest Wealth Management LLC4,918$0.30M0.0%+5.7%0.059%
10/11/2023CWM LLC7,083$0.43M0.0%+17.4%0.084%
9/26/2023M Holdings Securities Inc.17,025$1.08M0.2%-26.1%0.206%
8/30/2023Western Wealth Management LLC10,712$0.68M0.1%-20.0%0.130%
8/23/2023Stonebridge Capital Advisors LLC500$32K0.0%-76.8%0.006%
8/21/2023Osaic Holdings Inc.87,748$5.59M0.0%-20.3%1.064%
8/16/2023PCA Investment Advisory Services Inc.26,882$1.71M1.0%+10.7%0.326%
8/15/2023Equitable Holdings Inc.460,478$29.33M0.4%-0.2%5.582%
8/15/2023Wells Fargo & Company MN252,224$16.07M0.0%-18.3%3.057%
8/15/2023Integrated Wealth Concepts LLC5,795$0.37M0.0%-13.3%0.070%
8/15/2023Royal Bank of Canada48,854$3.11M0.0%-1.5%0.592%
8/15/2023Stifel Financial Corp34,729$2.21M0.0%-0.6%0.421%
8/15/2023Citadel Advisors LLC24,734$1.58M0.0%N/A0.300%
8/14/2023Vivaldi Capital Management LP21,666$1.38M0.4%+20.5%0.263%
(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, 120 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap Value ETF. The most heavily invested institutionals were Morgan Stanley ($47.31M), Equitable Holdings Inc. ($29.33M), Orgel Wealth Management LLC ($24.27M), Steele Capital Management Inc. ($15.37M), Matrix Trust Co ($15.26M), Bank of America Corp DE ($15.01M), and Wells Fargo & Company MN ($13.12M).Learn more on IMCV's institutional investors.

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

Of the 107 institutional investors that purchased iShares Morningstar Mid-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orgel Wealth Management LLC ($0.36M), Steele Capital Management Inc. ($0.23M), Arlington Financial Advisors LLC ($0.19M), Advisor Group Holdings Inc. ($0.16M), Baird Financial Group Inc. ($0.12M), Bank of America Corp DE ($0.11M), and Woodard & Co. Asset Management Group Inc. ADV ($97.41K).

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

Institutional investors have bought a total of 2,892,100 shares in the last 24 months. This purchase volume represents approximately $243.35M in transactions.

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

Of the 64 institutional investors that sold iShares Morningstar Mid-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Equitable Holdings Inc. ($0.17M), Wells Fargo & Company MN ($79.27K), Integrated Advisors Network LLC ($68.37K), Baird Financial Group Inc. ($63.56K), Osaic Holdings Inc. ($44.66K), LPL Financial LLC ($40.32K), and UBS Group AG ($39.66K).

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

Institutional investors have sold a total of 876,383 shares in the last 24 months. This volume of shares sold represents approximately $66.05M in transactions.


This page (NASDAQ:IMCV) was last updated on 2/27/2024 by MarketBeat.com Staff