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

iShares Morningstar Mid-Cap Value ETF logo
$95.27 +0.43 (+0.45%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$95.26 0.00 (-0.01%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
$83.61M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$16.96M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026GK Wealth Management LLC825$76K0.0%N/A0.007%
10/8/2026Farther Finance Advisors LLC4,316$396K0.0%-12.3%0.035%
10/7/2026Matrix Trust Co210,165$19.28M2.8%+0.2%1.723%
9/23/2026Envestnet Asset Management Inc.125,527$11.47M0.0%-0.8%1.033%
9/9/2026Integrated Wealth Concepts LLC5,508$503K0.0%+7.9%0.046%
9/9/2026NewEdge Advisors LLC4,311$394K0.0%+123.1%0.036%
8/23/2026Kintra Wealth LLC2,138$210K0.0%N/A0.018%
8/22/2026Jim Saulnier & Associates LLC11,959$1.09M0.5%-52.0%0.100%
8/21/2026Rodgers & Associates LTD120,448$11.01M0.8%+0.7%1.008%
8/21/2026Bedel Financial Consulting Inc.97,819$8.94M0.8%+7.1%0.819%
8/20/2026Orgel Wealth Management LLC341,915$31.24M0.6%-0.3%2.861%
7/9/2026Matrix Trust Co209,721$19.16M2.8%+1.2%1.770%
7/7/2026Dynamic Advisor Solutions LLC28,581$2.61M0.1%+3.6%0.240%
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%
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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%
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%
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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%


IMCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 142 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 ($19.28M).Learn more on iShares Morningstar Mid-Cap Value ETF's institutional investors.

Of the 120 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 1,020,024 shares in the last 24 months. This purchase volume represents approximately $83.61M in transactions.

Of the 43 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 205,584 shares in the last 24 months. This volume of shares sold represents approximately $16.96M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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