iShares Morningstar Mid-Cap Value
IMCV • NASDAQ
iShares Morningstar Mid-Cap Value is an exchange-traded fund on NASDAQ. As of Q3 2025, 158 institutional investors hold shares in this ETF, with total holdings valued at $573.7M. VANTAGEPOINT INVESTMENT ADVISERS LLC is the largest holder with a position valued at $78.6M.
Overview
Overview of institutional ownership in IMCV as of Q3 2025
All Institutions
- Institutions
- 158
- Value Held
- $573.7M
- Shares Held
- 7.1M
- Avg Position
- $3.6M
- Median Position
- $396.1K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in IMCV as of Q3 2025
| Institution | Position Value |
|---|---|
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | $78.6M 0.64% of portfolio |
 MORGAN STANLEY RIA/Wealth | $50.8M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $32.9M 0.01% of portfolio |
 Orgel Wealth Management, LLC RIA/Wealth | $28.9M 0.70% of portfolio |
 Equitable Holdings, Inc. Institution | $27.3M 0.20% of portfolio |
L LPL Financial LLC Institution | $22.3M 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $21.9M 0.03% of portfolio |
A Advisor Group Holdings, Inc. Institution | $18.7M 0.03% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $18.3M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $17.6M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IMCV in Q3 2025
- Traded
- +$111.6M
- Buyers
- 84
- Sellers
- 45
- Total Bought
- +$124.1M
- Total Sold
- −$12.5M
- Avg Position
- $3.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | +$78.6M +978.8K shares |
 UBS Group AG Institution | +$6.8M +84.7K shares |
 Black Diamond Financial, LLC RIA/Wealth | +$6.4M +79.2K shares |
L LPL Financial LLC Institution | +$4.7M +58.5K shares |
 Cetera Investment Advisers RIA/Wealth | +$4.5M +55.4K shares |
 Marietta Wealth Management, LLC RIA/Wealth | +$3.6M +45.3K shares |
 Sovran Advisors, LLC RIA/Wealth | +$2.6M +32.8K shares |
 GOLDMAN SACHS GROUP INC Institution | +$1.5M +18.5K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$1.2M +15.5K shares |
A Advisor Group Holdings, Inc. Institution | +$1.2M +15.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Equitable Holdings, Inc. Institution | −$4.1M −50.8K shares |
MORGAN STANLEY RIA/Wealth | −$3.8M −47.2K shares |
 Jackson Creek Investment Advisors LLC Long Only Manager | −$718.8K −9.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$580.7K −7.6K shares |
 SIGNATURE SECURITIES GROUP CORPORATION RIA/Wealth | −$551.7K −6.9K shares |
 JPMORGAN CHASE & CO Institution | −$442.2K −5.5K shares |
 Clark Capital Management Group, Inc. RIA/Wealth | −$415.0K −5.2K shares |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | −$235.4K −3.1K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$230.0K −2.9K shares |
M Millstone Evans Group, LLC RIA/Wealth | −$207.1K −2.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IMCV in Q3 2025
- New Positions
- 10
- New Value
- $79.8M
- Exited Positions
- 9
- Exited Value
- $1.8M
New Positions
| Institution | Position Value |
|---|---|
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | $78.6M 978.8K shares |
 CHILTON CAPITAL MANAGEMENT LLC RIA/Wealth | $339.9K 4.2K shares |
$275.1K 3.4K shares | |
 5T Wealth, LLC RIA/Wealth | $211.9K 2.6K shares |
P Portland Financial Advisors Inc Institution | $208.9K 2.6K shares |
 Sontag Advisory, LLC RIA/Wealth | $78.9K 982.0 shares |
GGM Financials LLC RIA/Wealth | $40.2K 501.0 shares |
 Wealth Watch Advisors, INC RIA/Wealth | $34.7K 432.0 shares |
 Farther Finance Advisors, LLC RIA/Wealth | $9.0K 112.0 shares |
 Larson Financial Group LLC RIA/Wealth | $1.3K 16.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Jackson Creek Investment Advisors LLC Long Only Manager | $718.8K 9.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $580.7K 7.6K shares |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | $235.4K 3.1K shares |
B Beacon Capital Management, LLC RIA/Wealth | $106.7K 1.4K shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $91.8K 1.2K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $58.4K 768.0 shares |
A AMERIFLEX GROUP, INC. Institution | $31.5K 417.0 shares |
 Silicon Valley Capital Partners RIA/Wealth | $13.7K 180.0 shares |
$988.0 13.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IMCV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IMCV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 swisspartners Advisors Ltd RIA/Wealth | 8.32% $10.1M |
 Ipsen Advisor Group LLC RIA/Wealth | 4.80% $6.7M |
 Matrix Trust Co RIA/Wealth | 2.62% $16.4M |
M Millstone Evans Group, LLC RIA/Wealth | 1.85% $2.9M |
Black Diamond Financial, LLC RIA/Wealth | 1.71% $15.3M |
 JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | 1.31% $2.0M |
Marietta Wealth Management, LLC RIA/Wealth | 1.24% $10.2M |
 Rodgers & Associates, LTD RIA/Wealth | 0.87% $8.4M |
 Bedel Financial Consulting, Inc. RIA/Wealth | 0.84% $6.6M |
 DDFG, Inc RIA/Wealth | 0.84% $3.6M |