Who owns iShares Morningstar Mid-Cap Value ETF?
Institutional ownership of IMCV from SEC Form 13F filings across 112 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.
112
13F holders
$440.9M
value, 2026 filers
43.7%
of shares outstanding (5.0M sh)
11
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 | MORGAN STANLEY | 612,281 | $55.9M | 0.0% | 5.4% | +0.3% |
| 2 | AMERIPRISE FINANCIAL INC | 487,500 | $44.5M | 0.0% | 4.3% | +19.6% |
| 3 | RAYMOND JAMES FINANCIAL INC | 467,937 | $42.8M | 0.0% | 4.1% | +5.3% |
| 4 | LPL Financial LLC | 434,283 | $39.7M | 0.0% | 3.8% | +17.1% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 257,449 | $23.5M | 0.0% | 2.3% | -4.9% |
| 6 | WELLS FARGO & COMPANY/MN | 247,957 | $22.7M | 0.0% | 2.2% | -1.1% |
| 7 | OSAIC HOLDINGS, INC. | 234,849 | $21.5M | 0.0% | 2.1% | +1.7% |
| 8 | BANK OF AMERICA CORP /DE/ | 203,099 | $18.6M | 0.0% | 1.8% | +0.5% |
| 9 | UBS Group AG | 191,890 | $17.5M | 0.0% | 1.7% | -1.7% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 125,527 | $11.5M | 0.0% | 1.1% | -0.8% |
| 11 | Cetera Investment Advisers | 122,941 | $11.2M | 0.0% | 1.1% | +12.0% |
| 12 | Cambridge Investment Research Advisors, Inc. | 113,012 | $10,326 | 0.0% | 1% | +94.2% |
| 13 | ROYAL BANK OF CANADA | 104,198 | $9.5M | 0.0% | 0.9% | +6.9% |
| 14 | Clark Capital Management Group, Inc. | 82,103 | $7.5M | 0.0% | 0.7% | -0.9% |
| 15 | GHP Investment Advisors, Inc. | 81,185 | $7.4M | 0.3% | 0.7% | -0.2% |
| 16 | Lebenthal Global Advisors, LLC | 64,544 | $5.9M | 0.8% | 0.6% | +4.5% |
| 17 | Merit Financial Group, LLC | 58,798 | $5.4M | 0.0% | 0.5% | +109.7% |
| 18 | Mariner, LLC | 57,329 | $5.2M | 0.0% | 0.5% | +0.3% |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 54,253 | $5.0M | 0.0% | 0.5% | -56.4% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 48,593 | $4.4M | 0.0% | 0.4% | new |
| 21 | Creative Planning | 45,464 | $4.2M | 0.0% | 0.4% | +2.3% |
| 22 | STIFEL FINANCIAL CORP | 44,919 | $4.1M | 0.0% | 0.4% | +0.3% |
| 23 | CAPTRUST FINANCIAL ADVISORS | 43,733 | $4.0M | 0.0% | 0.4% | -2.9% |
| 24 | EP Wealth Advisors, LLC | 43,487 | $4.0M | 0.0% | 0.4% | +1.0% |
| 25 | Sovran Advisors, LLC | 41,718 | $4.0M | 0.3% | 0.4% | -25.5% |
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.