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

iShares Morningstar Mid-Cap Value ETF logo
$74.36 -1.29 (-1.70%)
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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)
63
Total
Institutional Inflows
(last 12 months)
$130.68M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$21.07M
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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
2/24/2025 Ameriflex Group Inc.417$32K0.0%N/A0.005%
2/20/2025 Revisor Wealth Management LLC3,015$226K0.2%N/A0.034%
2/18/2025 Retirement Planning Group LLC19,106$1.42M0.1%+2.0%0.216%
2/17/2025 Vivaldi Capital Management LP22,366$1.73M0.3%+5.5%0.253%
2/17/2025 Guardian Wealth Advisors LLC NC1,407$104K0.0%-30.0%0.016%
2/17/2025 Focus Partners Wealth305,677$22.70M0.1%+2,220.8%3.454%
2/17/2025 EP Wealth Advisors LLC43,862$3.26M0.0%+1.4%0.496%
2/17/2025 Cetera Investment Advisers21,746$1.62M0.0%+1.9%0.246%
2/17/2025 Captrust Financial Advisors13,771$1.02M0.0%+1.5%0.156%
2/17/2025 Baird Financial Group Inc.73,616$5.47M0.0%+1.2%0.832%
2/17/2025 Bank of America Corp DE191,945$14.25M0.0%-1.8%2.169%
2/17/2025 Ameriprise Financial Inc.62,756$4.66M0.0%+20.8%0.709%
2/17/2025 Aptus Capital Advisors LLC1,407$104K0.0%-30.0%0.016%
2/14/2025 Jane Street Group LLC3,574$265K0.0%-41.3%0.040%
2/14/2025 Stifel Financial Corp42,931$3.19M0.0%+4.9%0.485%
2/14/2025 MML Investors Services LLC34,567$2.57M0.0%+2.7%0.391%
2/13/2025 Mariner LLC58,088$4.31M0.0%+2.9%0.656%
2/13/2025 Raymond James Financial Inc.298,735$22.18M0.0%N/A3.376%
2/13/2025 Envestnet Asset Management Inc.30,194$2.24M0.0%-2.5%0.341%
2/13/2025 Wells Fargo & Company MN166,680$12.38M0.0%-8.3%1.883%
2/12/2025 WealthTrak Capital Management LLC4,233$314K0.3%N/A0.048%
2/12/2025 Level Four Advisory Services LLC12,365$918K0.0%-1.8%0.140%
2/12/2025 JPMorgan Chase & Co.6,003$446K0.0%+61.3%0.068%
2/12/2025 Ipsen Advisor Group LLC78,597$5.84M5.0%N/A0.888%
2/12/2025 Aire Advisors LLC37,116$2.76M0.6%+2.2%0.419%
2/11/2025 LPL Financial LLC157,764$11.72M0.0%-3.4%1.783%
2/11/2025 Millstone Evans Group LLC41,811$3.11M2.1%N/A0.472%
2/10/2025 Harbour Investments Inc.2,567$191K0.0%+11.2%0.029%
2/10/2025 Corient Private Wealth LLC22,184$1.65M0.0%-4.2%0.251%
2/10/2025 Commonwealth Equity Services LLC197,852$14.69M0.0%+2.6%2.236%
2/10/2025 Hopwood Financial Services Inc.960$71K0.1%N/A0.011%
2/7/2025 HM Payson & Co.685$51K0.0%N/A0.008%
2/7/2025 Jackson Creek Investment Advisors LLC9,093$675K0.2%+15.4%0.103%
2/6/2025 Raymond James Financial Inc.298,735$22.18M0.0%N/A3.376%
2/6/2025 Assetmark Inc.3,270$243K0.0%N/A0.037%
2/6/2025 DDFG Inc7,029$522K0.2%+17.7%0.079%
2/6/2025 Bedel Financial Consulting Inc.72,096$5.52M0.8%+7.5%0.815%
2/6/2025 Jones Financial Companies Lllp2,701$201K0.0%+209.7%0.031%
2/5/2025 Parkside Financial Bank & Trust783$58K0.0%+53.5%0.009%
2/4/2025 Black Diamond Financial LLC113,392$8.42M1.3%+8.8%1.281%
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2/3/2025 Transcend Capital Advisors LLC2,803$208K0.0%-5.1%0.032%
1/31/2025 Steele Capital Management Inc.198,225$14.72M0.8%+0.2%2.240%
1/31/2025 Atria Wealth Solutions Inc.30,470$2.26M0.0%-3.5%0.344%
1/31/2025 Woodard & Co. Asset Management Group Inc. ADV47,577$3.53M0.8%-2.0%0.538%
1/29/2025 Savant Capital LLC5,450$405K0.0%-50.0%0.062%
1/24/2025 DAVENPORT & Co LLC26,448$1.96M0.0%+74.8%0.299%
1/24/2025 Marietta Wealth Management LLC73,906$5.49M0.8%+2.4%0.835%
1/22/2025 Lebenthal Global Advisors LLC52,632$3.91M0.7%N/A0.598%
1/22/2025 Jim Saulnier & Associates LLC26,833$1.99M1.8%+28.7%0.305%
1/21/2025 Flagship Harbor Advisors LLC6,584$489K0.0%+57.5%0.075%
1/21/2025 Rodgers & Associates LTD85,443$6.35M0.8%+7.4%0.971%
1/17/2025 Janney Montgomery Scott LLC5,370$399K0.0%-8.1%0.061%
1/16/2025 LaFleur & Godfrey LLC8,286$615K0.1%+6.1%0.094%
1/16/2025 Diversify Advisory Services LLC14,182$1.04M0.1%-17.6%0.161%
1/15/2025 Orgel Wealth Management LLC343,362$25.50M0.7%-0.5%3.902%
1/15/2025 Merit Financial Group LLC26,347$1.96M0.0%-3.6%0.299%
1/14/2025 Park Avenue Securities LLC4,919$365K0.0%+85.5%0.056%
1/14/2025 PCA Investment Advisory Services Inc.17,189$1.28M0.6%-4.1%0.195%
1/13/2025 Matrix Trust Co198,225$14.72M2.6%+0.2%2.253%
12/26/2024 JPMorgan Chase & Co.3,721$285K0.0%+22.0%0.044%
11/15/2024 MML Investors Services LLC33,651$2.58M0.0%-1.8%0.401%
11/15/2024 EP Wealth Advisors LLC43,262$3.32M0.0%N/A0.515%
11/15/2024 Jane Street Group LLC6,091$467K0.0%N/A0.073%
11/15/2024 Stifel Financial Corp40,934$3.14M0.0%+5.6%0.487%
11/15/2024 HighTower Advisors LLC3,305$255K0.0%-6.3%0.039%
11/14/2024 Captrust Financial Advisors13,565$1.04M0.0%-5.9%0.161%
11/13/2024 FMR LLC3,993$306K0.0%+35.8%0.048%
11/12/2024 Jim Saulnier & Associates LLC20,850$1.60M1.6%N/A0.248%
11/12/2024 Flagstar Advisors Inc.28,317$2.17M0.5%-2.4%0.337%
11/8/2024 Steele Capital Management Inc.197,766$15.27M0.8%-10.8%2.354%
11/6/2024 Black Diamond Financial LLC104,242$8.03M1.4%+12.0%1.241%
11/1/2024 Burt Wealth Advisors14,936$1.15M0.3%-2.6%0.178%
10/29/2024 swisspartners Advisors Ltd103,360$7.92M6.2%N/A1.230%
10/25/2024 Diversify Advisory Services LLC17,209$1.33M0.1%-25.3%0.205%
10/24/2024 GHP Investment Advisors Inc.84,774$6.50M0.3%-1.0%1.009%
10/24/2024 Wealth Enhancement Advisory Services LLC16,162$1.24M0.0%+7.3%0.192%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV48,569$3.72M0.8%-39.8%0.578%
10/22/2024 International Assets Investment Management LLC23,252$1.78M0.0%N/A0.277%
10/22/2024 Marietta Wealth Management LLC72,188$5.53M0.8%+2.0%0.859%
10/22/2024 Private Advisor Group LLC3,956$303K0.0%+12.6%0.047%
10/21/2024 Rodgers & Associates LTD79,575$6.10M0.7%-2.2%0.947%
10/21/2024 Oakworth Capital Inc.3,430$263K0.0%N/A0.041%
10/18/2024Raymond James & Associates42,424$3.25M0.0%+4.7%0.505%
10/17/2024 Orgel Wealth Management LLC344,958$26.44M0.7%-0.8%4.107%
10/16/2024 LaFleur & Godfrey LLC7,807$598K0.1%+4.7%0.093%
10/10/2024 Retirement Planning Group LLC18,740$1.44M0.1%-18.6%0.224%
10/9/2024 Matrix Trust Co197,766$15.16M2.8%-10.8%2.368%
10/8/2024 CWM LLC5,674$435K0.0%-10.5%0.068%
10/3/2024 Park Avenue Securities LLC2,652$203K0.0%N/A0.032%
8/22/2024 Cetera Investment Advisers22,567$1.59M0.0%+6.4%0.267%
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8/16/2024 Northwestern Mutual Wealth Management Co.50,551$3.55M0.0%-17.4%0.598%
8/13/2024 AE Wealth Management LLC3,211$226K0.0%N/A0.038%
8/9/2024 Black Diamond Financial LLC93,091$6.54M1.3%+23.7%1.102%
8/8/2024 J.W. Cole Advisors Inc.5,465$384K0.0%-3.7%0.065%
8/8/2024 Envestnet Asset Management Inc.30,897$2.17M0.0%+1.5%0.366%
8/7/2024 Ashton Thomas Private Wealth LLC804$56K0.0%N/A0.010%
8/6/2024 DDFG Inc5,513$387K0.1%+15.0%0.065%
8/2/2024 Sage Financial Group Inc.7,486$526K0.0%-2.9%0.089%
8/2/2024 Jackson Creek Investment Advisors LLC8,418$591K0.2%+7.5%0.100%
8/1/2024 Aire Advisors LLC35,540$2.50M0.6%-8.4%0.421%
(Data available from 1/1/2016 forward)

IMCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMCV shares?

During the previous two years, 115 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap Value ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($28.54M), Orgel Wealth Management LLC ($25.50M), Focus Partners Wealth ($22.70M), Raymond James Financial Inc. ($22.18M), Raymond James Financial Services Advisors Inc. ($17.93M), Steele Capital Management Inc. ($14.72M), and Matrix Trust Co ($14.72M).Learn more on IMCV's institutional investors.

Which institutional investors have been buying iShares Morningstar Mid-Cap Value ETF stock?

Of the 92 institutional investors that purchased iShares Morningstar Mid-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($597.47K), Focus Partners Wealth ($292.51K), Steele Capital Management Inc. ($227.38K), Raymond James Financial Services Advisors Inc. ($207.21K), Arlington Financial Advisors LLC ($187.10K), Orgel Wealth Management LLC ($182.71K), and swisspartners Advisors Ltd ($103.36K).

How much institutional buying is happening at iShares Morningstar Mid-Cap Value ETF?

Institutional investors have bought a total of 2,806,457 shares in the last 24 months. This purchase volume represents approximately $215.89M in transactions.

Which iShares Morningstar Mid-Cap Value ETF major shareholders have been selling company stock?

Of the 58 institutional investors that sold iShares Morningstar Mid-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($61.81K), Equitable Holdings Inc. ($41.78K), Avantax Advisory Services Inc. ($34.98K), Woodard & Co. Asset Management Group Inc. ADV ($34.33K), Flagstar Advisors Inc. ($32.79K), Wells Fargo & Company MN ($30.23K), and Steele Capital Management Inc. ($29.15K).

How much institutional selling is happening at iShares Morningstar Mid-Cap Value ETF?

Institutional investors have sold a total of 545,083 shares in the last 24 months. This volume of shares sold represents approximately $43.05M in transactions.


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This page (NASDAQ:IMCV) was last updated on 3/4/2025 by MarketBeat.com Staff
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