iShares Morningstar Mid-Cap Value ETF (IMCV) Institutional Ownership $89.60 0.00 (0.00%) As of 05/22/2026 04:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV)Number ofInstitutional Buyers(last 12 months)93TotalInstitutional Inflows(last 12 months)$113.36MNumber ofInstitutional Sellers(last 12 months)48TotalInstitutional 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. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 Western Wealth Management LLC1,553$132K0.0%N/A0.013% 5/19/2026 Bank of America Corp DE202,168$17.14M0.0%-10.2%1.750% 5/18/2026 Royal Bank of Canada97,441$8.26M0.0%+4.4%0.844% 5/15/2026 Vivaldi Capital Management LP27,109$2.30M0.3%-1.6%0.235% 5/14/2026 Sentinel Advisory Group LLC10,218$866K0.4%N/A0.088% 5/13/2026 Cetera Investment Advisers109,815$9.31M0.0%+13.9%0.951% 5/6/2026 Bessemer Group Inc.621$53K0.0%N/A0.005% 5/5/2026 D.A. Davidson & CO.6,172$523K0.0%+11.8%0.053% 5/4/2026 Retirement Planning Group LLC15,790$1.34M0.0%-3.2%0.137% 5/4/2026 Bedel Financial Consulting Inc.91,324$7.74M0.9%+5.8%0.791% Get the Latest News and Ratings for IMCV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Morningstar Mid-Cap Value ETF and its competitors with MarketBeat's FREE daily newsletter. 5/2/2026 International Assets Investment Management LLC306$26K0.0%N/A0.003% 5/2/2026 Diversify Wealth Management LLC22,513$1.99M0.0%N/A0.195% 5/1/2026 Fifth Third Bancorp13,447$1.14M0.0%N/A0.116% 5/1/2026 Sovran Advisors LLC55,996$5.01M0.4%+2.3%0.485% 4/30/2026 Kestra Advisory Services LLC25,306$2.15M0.0%+200.1%0.219% 4/25/2026 rebel Financial LLC4,382$372K0.2%-4.6%0.038% 4/23/2026 Caliber Wealth Management LLC KS24,638$2.09M0.2%-0.6%0.213% 4/23/2026 Flagstar Advisors Inc.14,728$1.25M0.5%-8.4%0.128% 4/22/2026 DDFG Inc49,896$4.23M0.9%+6.5%0.432% 4/22/2026 Jim Saulnier & Associates LLC24,931$2.11M1.0%-1.5%0.216% 4/21/2026 GHP Investment Advisors Inc.81,317$6.90M0.3%-1.6%0.704% 4/17/2026 James J. Burns & Company LLC18,922$1.60M0.2%-0.8%0.164% 4/16/2026 Allegheny Financial Group13,279$1.13M0.2%+93.5%0.115% 3/9/2026 Corient Private Wealth LLC17,336$1.43M0.0%-4.7%0.155% 2/19/2026 Corient Private Wealth LLC17,336$1.43M0.0%-4.7%0.155% 2/18/2026 EP Wealth Advisors LLC43,166$3.55M0.0%N/A0.387% 2/18/2026 Cahill Financial Advisors Inc.3,111$256K0.0%-28.4%0.028% 2/17/2026 Cetera Investment Advisers96,430$7.94M0.0%-6.6%0.865% 2/17/2026 Equitable Holdings Inc.330,847$27.24M0.2%-2.5%2.967% 2/17/2026 Osaic Holdings Inc.217,393$17.90M0.0%-6.8%1.950% 2/17/2026 Russell Investments Group Ltd.351$29K0.0%+394.4%0.003% 2/17/2026 Clark Capital Management Group Inc.81,732$6.73M0.0%-3.7%0.733% 2/17/2026 Captrust Financial Advisors46,626$3.84M0.0%+278.7%0.418% 2/17/2026 Royal Bank of Canada93,331$7.69M0.0%+0.5%0.837% 2/16/2026 MML Investors Services LLC28,125$2.32M0.0%-51.4%0.252% 2/16/2026 Mariner LLC56,262$4.63M0.0%-1.5%0.505% 2/16/2026 Focus Partners Wealth24,401$2.01M0.0%-1.6%0.219% 2/16/2026 Aptus Capital Advisors LLC2,091$172K0.0%+153.5%0.019% 2/13/2026 Kestra Advisory Services LLC8,432$694K0.0%-2.8%0.076% 2/13/2026 Stifel Financial Corp45,778$3.77M0.0%+0.9%0.411% The REAL Reason Trump is Invading Iran (Ad)For a moment… Forget about Trump’s ties to Israel. 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Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.Click here to find out what it is.2/13/2026 Smartleaf Asset Management LLC2,026$168K0.0%-12.7%0.018% 2/13/2026 Vivaldi Capital Management LP27,542$2.27M0.3%+11.7%0.247% 2/13/2026 Granville Capital Inc.141,543$11.65M6.2%N/A1.269% 2/13/2026 Wells Fargo & Company MN261,282$21.51M0.0%+19.4%2.343% 2/12/2026 Brooklyn Investment Group3,216$267K0.0%N/A0.029% 2/12/2026 Commonwealth Equity Services LLC291,826$24.03M0.0%+7.2%2.617% 2/12/2026 Principal Securities Inc.20,101$1.66M0.0%-4.0%0.180% 2/11/2026 Janney Montgomery Scott LLC5,757$474K0.0%+18.2%0.052% 2/11/2026 GWN Securities Inc.4,608$379K0.1%+9.1%0.041% 2/11/2026 Brand Asset Management Group Inc.9,638$794K0.2%-4.1%0.086% 2/11/2026 LPL Financial LLC338,792$27.90M0.0%+22.1%3.038% 2/11/2026 O 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% 2/11/2026 Vise Technologies Inc.5,626$463K0.0%N/A0.050% 2/10/2026 Goldman Sachs Group Inc.16,498$1.36M0.0%-10.6%0.148% 2/10/2026 PCA Investment Advisory Services Inc.13,837$1.14M0.4%+2.3%0.124% 2/10/2026 Basepoint Wealth LLC1,658$137K0.1%N/A0.015% 2/10/2026 Northwestern Mutual Wealth Management Co.97,338$8.02M0.0%+105.1%0.873% 2/10/2026 Godfrey Financial Associates Inc.414$34K0.0%N/A0.004% 2/9/2026 Harbour Investments Inc.2,017$166K0.0%+5,071.8%0.018% 2/6/2026 PNC Financial Services Group Inc.574$47K0.0%-43.2%0.005% 2/5/2026 Odyssey Capital Advisors Inc.2,641$217K0.2%N/A0.024% 2/5/2026 Lawood & Co.2,844$234K0.2%N/A0.026% 2/4/2026 swisspartners Advisors Ltd127,550$10.49M7.6%+1.4%1.144% 2/3/2026 Black Diamond Financial LLC222,628$18.33M1.9%+17.2%1.997% 2/3/2026 Retirement Planning Group LLC16,311$1.34M0.0%-1.9%0.146% 2/3/2026 LaFleur & Godfrey LLC9,836$810K0.1%+12.1%0.088% 2/2/2026 Millstone Evans Group LLC38,400$3.16M1.9%+6.1%0.344% 2/2/2026 Allegheny Financial Group6,863$565K0.1%N/A0.062% 2/2/2026 Woodard & Co. Asset Management Group Inc. ADV4,707$388K0.1%-15.9%0.042% 1/29/2026 D.A. Davidson & CO.5,522$455K0.0%+31.4%0.050% 1/29/2026 UBS Group AG193,463$15.93M0.0%+3.1%1.735% 1/28/2026 Lebenthal Global Advisors LLC60,727$5M0.8%+6.5%0.545% 1/28/2026 Geneos Wealth Management Inc.6,397$527K0.0%+18.2%0.057% 1/28/2026 Marietta Wealth Management LLC128,156$10.55M1.2%+1.2%1.149% 1/28/2026 Bedel Financial Consulting Inc.86,288$7.11M0.8%+5.4%0.774% 1/28/2026 Caliber Wealth Management LLC KS24,778$2.04M0.2%-1.5%0.222% 1/27/2026 Steele Capital Management Inc.206,652$17.02M0.7%+1.3%1.862% 1/27/2026 Revisor Wealth Management LLC2,628$225K0.1%-18.8%0.024% 1/27/2026 GHP Investment Advisors Inc.82,675$6.81M0.3%-0.6%0.745% 1/26/2026 Merit Financial Group LLC27,772$2.29M0.0%+0.6%0.250% 1/26/2026 Courage Miller Partners LLC18,761$1.55M0.5%-5.0%0.169% 1/23/2026 Farther Finance Advisors LLC698$58K0.0%+523.2%0.006% 1/23/2026 Diversify Advisory Services LLC20,351$1.74M0.1%+3.7%0.183% 1/22/2026 Rodgers & Associates LTD111,456$9.18M0.9%+6.0%1.004% 1/21/2026 Runnymede Capital Advisors Inc.5,504$453K0.3%N/A0.050% 1/20/2026 Sovran Advisors LLC54,718$4.69M0.4%-3.7%0.495% 1/20/2026 Stratos Wealth Partners LTD.2,710$223K0.0%N/A0.025% 1/13/2026 Matrix Trust Co206,652$17.02M2.8%+1.3%1.870% 1/13/2026 Flagstar Advisors Inc.16,070$1.32M0.4%-1.1%0.145% Goldman Sachs just told you what to buy (most people missed it) (Ad)Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. 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Analyst Dylan Jovine is releasing the ticker for free.See the stock positioned to solve AI's biggest power crisis1/12/2026 DAVENPORT & Co LLC66,042$5.44M0.0%+5.1%0.598% 1/9/2026 Dynamic Advisor Solutions LLC27,074$2.23M0.1%+3.6%0.245% 1/8/2026 Wealth Enhancement Advisory Services LLC17,624$1.49M0.0%+7.9%0.159% 1/8/2026 DDFG Inc46,836$3.86M0.8%+3.9%0.424% 1/7/2026 Orgel Wealth Management LLC358,216$29.50M0.7%-0.5%3.242% 1/6/2026 Avior Wealth Management LLC15,307$1.26M0.0%N/A0.139% 1/1/2026 JPMorgan Chase & Co.12,648$1.02M0.0%-30.3%0.117% 11/17/2025 Kestra Private Wealth Services LLC3,617$291K0.0%-4.7%0.033% 11/17/2025 NewEdge Advisors LLC1,936$156K0.0%+104.9%0.018% 11/17/2025 Vivaldi Capital Management LP24,665$1.98M0.3%-7.4%0.227% IMCV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IMCV shares? 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. Which institutional investors have been buying iShares Morningstar Mid-Cap Value ETF's stock? Of the 123 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). How much institutional buying is happening at iShares Morningstar Mid-Cap Value ETF? Institutional investors have bought a total of 1,415,316 shares in the last 24 months. This purchase volume represents approximately $113.36M in transactions. Which of iShares Morningstar Mid-Cap Value ETF's major shareholders have been selling company stock? 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). How much institutional selling is happening at iShares Morningstar Mid-Cap Value ETF? 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 First Trust Mid Cap Core AlphaDEX Fund Major Shareholders First Trust Mid Cap Growth AlphaDEX Fund Major Shareholders First Trust Mid Cap Value AlphaDEX Fund Major Shareholders Argent Mid Cap ETF Major Shareholders Concourse Capital Focused Equity ETF Major Shareholders Janus Henderson Mid Cap Growth Alpha ETF Major Shareholders JPMorgan Fundamental Data Science Mid Core ETF Major Shareholders This page (NASDAQ:IMCV) was last updated on 5/25/2026 by MarketBeat.com Staff. 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