Who owns iShares Morningstar Mid-Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IMCV from SEC Form 13F filings across 170 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 170 institutions disclosed 8.0M shares of iShares Morningstar Mid-Cap Value ETF worth $732.6M — about 70.6% of shares outstanding; the largest disclosed holder is VANTAGEPOINT INVESTMENT ADVISERS LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
170
13F holders
$732.6M
value, 2026 filers
70.6%
of shares outstanding (8.0M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IMCV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 1.0M | $93.0M | 0.7% | 9% | +5.4% |
| 2 | MORGAN STANLEY | 612,281 | $55.9M | 0.0% | 5.4% | +0.3% |
| 3 | AMERIPRISE FINANCIAL INC | 487,500 | $44.5M | 0.0% | 4.3% | +19.6% |
| 4 | RAYMOND JAMES FINANCIAL INC | 467,937 | $42.8M | 0.0% | 4.1% | +5.3% |
| 5 | LPL Financial LLC | 434,283 | $39.7M | 0.0% | 3.8% | +17.1% |
| 6 | Orgel Wealth Management, LLC | 341,915 | $31.2M | 0.6% | 3% | -0.3% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 257,449 | $23.5M | 0.0% | 2.3% | -4.9% |
| 8 | WELLS FARGO & COMPANY/MN | 247,957 | $22.7M | 0.0% | 2.2% | -1.1% |
| 9 | Black Diamond Financial, LLC | 245,612 | $22.4M | 2.0% | 2.2% | +13.1% |
| 10 | OSAIC HOLDINGS, INC. | 234,849 | $21.5M | 0.0% | 2.1% | +1.7% |
| 11 | Steele Capital Management, Inc. | 209,721 | $19.2M | 0.7% | 1.8% | +1.2% |
| 12 | Matrix Trust Co | 209,721 | $19.2M | 2.8% | 1.8% | +1.2% |
| 13 | BANK OF AMERICA CORP /DE/ | 203,099 | $18.6M | 0.0% | 1.8% | +0.5% |
| 14 | UBS Group AG | 191,890 | $17.5M | 0.0% | 1.7% | -1.7% |
| 15 | GRANVILLE CAPITAL, INC. | 156,194 | $14.3M | 6.4% | 1.4% | +2.3% |
| 16 | Marietta Wealth Management, LLC | 135,955 | $12.4M | 1.3% | 1.2% | +4.4% |
| 17 | swisspartners Advisors Ltd | 128,320 | $11.7M | 7.9% | 1.1% | -0.3% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 125,527 | $11.5M | 0.0% | 1.1% | -0.8% |
| 19 | Cetera Investment Advisers | 122,941 | $11.2M | 0.0% | 1.1% | +12.0% |
| 20 | Rodgers & Associates, LTD | 120,448 | $11.0M | 1.0% | 1.1% | +0.7% |
| 21 | ROYAL BANK OF CANADA | 104,198 | $9.5M | 0.0% | 0.9% | +6.9% |
| 22 | Bedel Financial Consulting, Inc. | 97,819 | $8.9M | 0.8% | 0.9% | +7.1% |
| 23 | Ipsen Advisor Group LLC | 85,523 | $7.8M | 5.0% | 0.8% | +0.7% |
| 24 | Clark Capital Management Group, Inc. | 82,103 | $7.5M | 0.0% | 0.7% | -0.9% |
| 25 | GHP Investment Advisors, Inc. | 81,185 | $7.4M | 0.3% | 0.7% | -0.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.