Go Pro
→ ALERT: Drop these 5 stocks before the market opens tomorrow! (From Weiss Ratings) (Ad)tc pixel Free IMCV Stock Alerts

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

iShares Morningstar Mid-Cap Value ETF logo
$93.28 0.00 (0.00%)
As of 07/2/2026 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$113.60M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$18.69M
Get IMCV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Mid-Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IMCV Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC1,553$132K0.0%N/A0.013%
5/29/2026Ipsen Advisor Group LLC84,934$7.20M5.0%+1.5%0.735%
5/19/2026Western Wealth Management LLC1,553$132K0.0%N/A0.013%
5/19/2026Bank of America Corp DE202,168$17.14M0.0%-10.2%1.750%
5/18/2026Royal Bank of Canada97,441$8.26M0.0%+4.4%0.844%
5/15/2026Vivaldi Capital Management LP27,109$2.30M0.3%-1.6%0.235%
5/14/2026Sentinel Advisory Group LLC10,218$866K0.4%N/A0.088%
5/13/2026Cetera Investment Advisers109,815$9.31M0.0%+13.9%0.951%
5/6/2026Bessemer Group Inc.621$53K0.0%N/A0.005%
5/5/2026D.A. Davidson & CO.6,172$523K0.0%+11.8%0.053%
5/4/2026Retirement Planning Group LLC15,790$1.34M0.0%-3.2%0.137%
5/4/2026Bedel Financial Consulting Inc.91,324$7.74M0.9%+5.8%0.791%
5/2/2026International Assets Investment Management LLC306$26K0.0%N/A0.003%
5/2/2026Diversify Wealth Management LLC22,513$1.99M0.0%N/A0.195%
5/1/2026Fifth Third Bancorp13,447$1.14M0.0%N/A0.116%
5/1/2026Sovran Advisors LLC55,996$5.01M0.4%+2.3%0.485%
4/30/2026Kestra Advisory Services LLC25,306$2.15M0.0%+200.1%0.219%
4/25/2026rebel Financial LLC4,382$372K0.2%-4.6%0.038%
4/23/2026Caliber Wealth Management LLC KS24,638$2.09M0.2%-0.6%0.213%
4/23/2026Flagstar Advisors Inc.14,728$1.25M0.5%-8.4%0.128%
4/22/2026DDFG Inc49,896$4.23M0.9%+6.5%0.432%
4/22/2026Jim Saulnier & Associates LLC24,931$2.11M1.0%-1.5%0.216%
4/21/2026GHP Investment Advisors Inc.81,317$6.90M0.3%-1.6%0.704%
4/17/2026James J. Burns & Company LLC18,922$1.60M0.2%-0.8%0.164%
4/16/2026Allegheny Financial Group13,279$1.13M0.2%+93.5%0.115%
3/9/2026Corient Private Wealth LLC17,336$1.43M0.0%-4.7%0.155%
2/19/2026Corient Private Wealth LLC17,336$1.43M0.0%-4.7%0.155%
2/18/2026EP Wealth Advisors LLC43,166$3.55M0.0%N/A0.387%
2/18/2026Cahill Financial Advisors Inc.3,111$256K0.0%-28.4%0.028%
2/17/2026Cetera Investment Advisers96,430$7.94M0.0%-6.6%0.865%
2/17/2026Equitable Holdings Inc.330,847$27.24M0.2%-2.5%2.967%
2/17/2026Osaic Holdings Inc.217,393$17.90M0.0%-6.8%1.950%
2/17/2026Russell Investments Group Ltd.351$29K0.0%+394.4%0.003%
2/17/2026Clark Capital Management Group Inc.81,732$6.73M0.0%-3.7%0.733%
2/17/2026Captrust Financial Advisors46,626$3.84M0.0%+278.7%0.418%
2/17/2026Royal Bank of Canada93,331$7.69M0.0%+0.5%0.837%
2/16/2026MML Investors Services LLC28,125$2.32M0.0%-51.4%0.252%
2/16/2026Mariner LLC56,262$4.63M0.0%-1.5%0.505%
2/16/2026Focus Partners Wealth24,401$2.01M0.0%-1.6%0.219%
2/16/2026Aptus Capital Advisors LLC2,091$172K0.0%+153.5%0.019%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/13/2026Kestra Advisory Services LLC8,432$694K0.0%-2.8%0.076%
2/13/2026Stifel Financial Corp45,778$3.77M0.0%+0.9%0.411%
2/13/2026Smartleaf Asset Management LLC2,026$168K0.0%-12.7%0.018%
2/13/2026Vivaldi Capital Management LP27,542$2.27M0.3%+11.7%0.247%
2/13/2026Granville Capital Inc.141,543$11.65M6.2%N/A1.269%
2/13/2026Wells Fargo & Company MN261,282$21.51M0.0%+19.4%2.343%
2/12/2026Brooklyn Investment Group3,216$267K0.0%N/A0.029%
2/12/2026Commonwealth Equity Services LLC291,826$24.03M0.0%+7.2%2.617%
2/12/2026Principal Securities Inc.20,101$1.66M0.0%-4.0%0.180%
2/11/2026Janney Montgomery Scott LLC5,757$474K0.0%+18.2%0.052%
2/11/2026GWN Securities Inc.4,608$379K0.1%+9.1%0.041%
2/11/2026Brand Asset Management Group Inc.9,638$794K0.2%-4.1%0.086%
2/11/2026LPL Financial LLC338,792$27.90M0.0%+22.1%3.038%
2/11/2026O Shaughnessy Asset Management LLC2,635$217K0.0%+500.2%0.024%
2/11/2026Ipsen Advisor Group LLC83,657$6.89M4.9%+0.8%0.750%
2/11/2026Vise Technologies Inc.5,626$463K0.0%N/A0.050%
2/10/2026Goldman Sachs Group Inc.16,498$1.36M0.0%-10.6%0.148%
2/10/2026PCA Investment Advisory Services Inc.13,837$1.14M0.4%+2.3%0.124%
2/10/2026Basepoint Wealth LLC1,658$137K0.1%N/A0.015%
2/10/2026Northwestern Mutual Wealth Management Co.97,338$8.02M0.0%+105.1%0.873%
2/10/2026Godfrey Financial Associates Inc.414$34K0.0%N/A0.004%
2/9/2026Harbour Investments Inc.2,017$166K0.0%+5,071.8%0.018%
2/6/2026PNC Financial Services Group Inc.574$47K0.0%-43.2%0.005%
2/5/2026Odyssey Capital Advisors Inc.2,641$217K0.2%N/A0.024%
2/5/2026Lawood & Co.2,844$234K0.2%N/A0.026%
2/4/2026swisspartners Advisors Ltd127,550$10.49M7.6%+1.4%1.144%
2/3/2026Black Diamond Financial LLC222,628$18.33M1.9%+17.2%1.997%
2/3/2026Retirement Planning Group LLC16,311$1.34M0.0%-1.9%0.146%
2/3/2026LaFleur & Godfrey LLC9,836$810K0.1%+12.1%0.088%
2/2/2026Millstone Evans Group LLC38,400$3.16M1.9%+6.1%0.344%
2/2/2026Allegheny Financial Group6,863$565K0.1%N/A0.062%
2/2/2026Woodard & Co. Asset Management Group Inc. ADV4,707$388K0.1%-15.9%0.042%
1/29/2026D.A. Davidson & CO.5,522$455K0.0%+31.4%0.050%
1/29/2026UBS Group AG193,463$15.93M0.0%+3.1%1.735%
1/28/2026Lebenthal Global Advisors LLC60,727$5M0.8%+6.5%0.545%
1/28/2026Geneos Wealth Management Inc.6,397$527K0.0%+18.2%0.057%
1/28/2026Marietta Wealth Management LLC128,156$10.55M1.2%+1.2%1.149%
1/28/2026Bedel Financial Consulting Inc.86,288$7.11M0.8%+5.4%0.774%
1/28/2026Caliber Wealth Management LLC KS24,778$2.04M0.2%-1.5%0.222%
1/27/2026Steele Capital Management Inc.206,652$17.02M0.7%+1.3%1.862%
1/27/2026Revisor Wealth Management LLC2,628$225K0.1%-18.8%0.024%
1/27/2026GHP Investment Advisors Inc.82,675$6.81M0.3%-0.6%0.745%
1/26/2026Merit Financial Group LLC27,772$2.29M0.0%+0.6%0.250%
1/26/2026Courage Miller Partners LLC18,761$1.55M0.5%-5.0%0.169%
1/23/2026Farther Finance Advisors LLC698$58K0.0%+523.2%0.006%
1/23/2026Diversify Advisory Services LLC20,351$1.74M0.1%+3.7%0.183%
1/22/2026Rodgers & Associates LTD111,456$9.18M0.9%+6.0%1.004%
1/21/2026Runnymede Capital Advisors Inc.5,504$453K0.3%N/A0.050%
1/20/2026Sovran Advisors LLC54,718$4.69M0.4%-3.7%0.495%
1/20/2026Stratos Wealth Partners LTD.2,710$223K0.0%N/A0.025%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
1/13/2026Matrix Trust Co206,652$17.02M2.8%+1.3%1.870%
1/13/2026Flagstar Advisors Inc.16,070$1.32M0.4%-1.1%0.145%
1/12/2026DAVENPORT & Co LLC66,042$5.44M0.0%+5.1%0.598%
1/9/2026Dynamic Advisor Solutions LLC27,074$2.23M0.1%+3.6%0.245%
1/8/2026Wealth Enhancement Advisory Services LLC17,624$1.49M0.0%+7.9%0.159%
1/8/2026DDFG Inc46,836$3.86M0.8%+3.9%0.424%
1/7/2026Orgel Wealth Management LLC358,216$29.50M0.7%-0.5%3.242%
1/6/2026Avior Wealth Management LLC15,307$1.26M0.0%N/A0.139%
1/1/2026JPMorgan Chase & Co.12,648$1.02M0.0%-30.3%0.117%
11/17/2025Kestra Private Wealth Services LLC3,617$291K0.0%-4.7%0.033%


IMCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 144 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap Value ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($32.87M), Orgel Wealth Management LLC ($29.50M), LPL Financial LLC ($27.90M), Equitable Holdings Inc. ($27.24M), Commonwealth Equity Services LLC ($24.03M), Wells Fargo & Company MN ($21.51M), and Black Diamond Financial LLC ($18.33M).Learn more on iShares Morningstar Mid-Cap Value ETF's institutional investors.

Of the 122 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. ($707.84K), Focus Partners Wealth ($292.51K), Black Diamond Financial LLC ($162.72K), Granville Capital Inc. ($141.54K), swisspartners Advisors Ltd ($126.42K), Envestnet Asset Management Inc. ($96.68K), and UBS Group AG ($90.40K).

Institutional investors have bought a total of 1,418,146 shares in the last 24 months. This purchase volume represents approximately $113.60M in transactions.

Of the 48 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: Equitable Holdings Inc. ($65.86K), MML Investors Services LLC ($29.77K), Bank of America Corp DE ($22.96K), Osaic Holdings Inc. ($15.81K), Black Diamond Financial LLC ($15.34K), JPMorgan Chase & Co. ($11.01K), and Clark Capital Management Group Inc. ($8.31K).

Institutional investors have sold a total of 231,491 shares in the last 24 months. This volume of shares sold represents approximately $18.69M in transactions.


Related Companies

This page (NASDAQ:IMCV) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel