Who owns IMCV?
iShares Morningstar Mid-Cap Value ETF · iShares
168 institutions reported holding IMCV, worth $737.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IMCV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Vantagepoint Investment Advisers LLC | Washington, DC | $93.0M | 1,017,719 | +52,487 shares |
| Morgan Stanley | New York, NY | $55.9M | 612,281 | +1,763 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $44.5M | 487,500 | +79,721 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $42.8M | 467,937 | +23,390 shares |
| LPL Financial LLC | Fort Mill, SC | $39.7M | 434,283 | +63,473 shares |
| Orgel Wealth Management, LLC | Altoona, WI | $31.2M | 341,915 | −912 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $23.5M | 257,449 | −13,175 shares |
| Wells Fargo & Company | San Francisco, CA | $22.7M | 247,957 | −2,751 shares |
| Black Diamond Financial, LLC | Towson, MD | $22.4M | 245,612 | +28,475 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $21.5M | 234,849 | +3,991 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IMCV?
168 institutional managers reported holding IMCV in Form 13F filings for June 30, 2026, worth $737.9M in total. The largest reported position was held by Vantagepoint Investment Advisers LLC, at $93.0M.
Did institutions buy or sell IMCV last quarter?
Reported 13F value rose 8.5% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 16 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IMCV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.