Who Owns IMCV?
iShares Morningstar Mid-Cap Value ETF — Institutional Ownership & 13F Holdings
$88.48
+0.06 (+0.07%)
Market Cap
$1.0B
Shares Outstanding
11,027,792
Institutional Holders
149
Total Inst. Value
$318.1M
% of Float Held
—
QoQ Holder Change
+49
Institutional data as of Q1 2025
New Positions
25
Closed Positions
4
Increased
51
Decreased
38
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $53.2M | 717,270 |
| 2 | Equitable Holdings, Inc. | $29.4M | 396,704 |
| 3 | Orgel Wealth Management, LLC | $25.3M | 340,525 |
| 4 | RAYMOND JAMES FINANCIAL INC | $24.8M | 334,939 |
| 5 | OSAIC HOLDINGS, INC. | $15.4M | 207,732 |
| 6 | BANK OF AMERICA CORP /DE/ | $15.3M | 205,955 |
| 7 | Matrix Trust CoNew | $14.7M | 198,515 |
| 8 | WELLS FARGO & COMPANY/MN | $12.4M | 167,211 |
| 9 | Black Diamond Financial, LLC | $9.4M | 126,111 |
| 10 | UBS Group AG | $7.6M | 102,348 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +36K | $24.8M |
| OSAIC HOLDINGS, INC. | +81K | $15.4M |
| BANK OF AMERICA CORP /DE/ | +14K | $15.3M |
| Matrix Trust CoNew | +199K | $14.7M |
| WELLS FARGO & COMPANY/MN | +531 | $12.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Focus Partners Wealth | -275K | $2.3M |
| MORGAN STANLEY | -89K | $53.2M |
| Baird Financial Group, Inc. | -59K | $1.1M |
| Equitable Holdings, Inc. | -57K | $29.4M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | -40K | $583K |
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Frequently Asked Questions
How many institutional investors hold IMCV?
As of Q1 2025, 149 institutional investors report holding IMCV (iShares Morningstar Mid-Cap Value ETF) in their 13F filings.
Which hedge fund owns the most IMCV?
The largest institutional holder of IMCV is MORGAN STANLEY with $53.2M in shares.
Are institutions buying or selling IMCV?
This quarter, 25 institutions opened new positions in IMCV and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.