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

iShares Morningstar Mid-Cap Value ETF logo
$98.15 +0.69 (+0.71%)
As of 01:39 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)
80
Total
Institutional Inflows
(last 12 months)
$84.07M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$16.87M
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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
8/23/2026 Kintra Wealth LLC2,138$210K0.0%N/A0.018%
8/22/2026 Jim Saulnier & Associates LLC11,959$1.09M0.5%-52.0%0.100%
8/21/2026 Rodgers & Associates LTD120,448$11.01M0.8%+0.7%1.008%
8/21/2026 Bedel Financial Consulting Inc.97,819$8.94M0.8%+7.1%0.819%
8/20/2026 Orgel Wealth Management LLC341,915$31.24M0.6%-0.3%2.861%
7/9/2026 Matrix Trust Co209,721$19.16M2.8%+1.2%1.770%
7/7/2026 Dynamic Advisor Solutions LLC28,581$2.61M0.1%+3.6%0.240%
6/18/2026 Western Wealth Management LLC1,553$132K0.0%N/A0.013%
5/29/2026 Ipsen Advisor Group LLC84,934$7.20M5.0%+1.5%0.735%
5/19/2026 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%
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%
4/25/2026rebel 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%
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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%
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%
2/12/2026Brooklyn 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%
2/11/2026 Ipsen 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%
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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%
1/12/2026 DAVENPORT & Co LLC66,042$5.44M0.0%+5.1%0.598%


IMCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 141 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 ($31.24M), LPL Financial LLC ($27.90M), Equitable Holdings Inc. ($27.24M), Commonwealth Equity Services LLC ($24.03M), Wells Fargo & Company MN ($21.51M), and Matrix Trust Co ($19.16M).Learn more on iShares Morningstar Mid-Cap Value ETF's institutional investors.

Of the 118 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 ($144.88K), Granville Capital Inc. ($141.54K), swisspartners Advisors Ltd ($126.42K), Envestnet Asset Management Inc. ($96.21K), and UBS Group AG ($90.40K).

Institutional investors have bought a total of 1,026,908 shares in the last 24 months. This purchase volume represents approximately $84.07M in transactions.

Of the 41 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. ($59.32K), MML Investors Services LLC ($29.77K), Bank of America Corp DE ($22.96K), Osaic Holdings Inc. ($15.81K), Jim Saulnier & Associates LLC ($14.66K), JPMorgan Chase & Co. ($11.01K), and Clark Capital Management Group Inc. ($8.31K).

Institutional investors have sold a total of 204,662 shares in the last 24 months. This volume of shares sold represents approximately $16.87M in transactions.


Related Companies

Institutional ownership data for NASDAQ:IMCV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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