iShares Morningstar Mid-Cap Value ETF (IMCV)

ETF ยท Nasdaq

iShares Morningstar Mid-Cap Value ETF (IMCV) is an exchange-traded fund listed on Nasdaq, where it has traded since June 28, 2004.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
June 28, 2004

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 168 institutions reported holding IMCV, with 8.0 million shares worth $732.4 million in aggregate. The largest reported holder was Vantagepoint Investment Advisers, with 1.0 million shares worth $93.0 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
Vantagepoint Investment Advisers1,017,719$93MAdded 5.44%
Morgan Stanley612,281$56MAdded 0.29%
Ameriprise Financial487,500$45MAdded 19.55%
Raymond James Financial467,937$43MAdded 5.26%
Lpl Financial434,283$40MAdded 17.12%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is IMCV?

iShares Morningstar Mid-Cap Value ETF (IMCV) is an exchange-traded fund listed on Nasdaq, where it has traded since June 28, 2004.

Who are the largest institutional holders of IMCV?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of IMCV were Vantagepoint Investment Advisers, Morgan Stanley and Ameriprise Financial.

How many institutions own IMCV?

168 institutions reported a position in IMCV for the quarter ended June 30, 2026, worth $732.4 million in total.

Did institutions buy or sell IMCV last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for IMCV.

Every reported institutional holder, plus insider and congressional trades in IMCV, on SentiSense.