iShares Morningstar Mid-CapIMCVETF
13F holders, Q1 2025 (March 31)148holders +8
11new positions
3sold out
1famous investor
$73.97avg. 13F price*
At the end of Q1 2025, 148 institutions reported holding iShares Morningstar Mid-Cap (IMCV) in their 13F filings, up 8 from Q4 2024. 11 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($53.2M), Equitable Holdings, Inc. ($29.4M) and Orgel Wealth Management, LLC ($25.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.1M |
| Exits | 3 | $783K |
All 13F filers, Q4 2024 → Q1 2025: 244,692 shares bought and 569,268 shares sold, net −324,576 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Morgan Stanley | 0.00% | Reduce -11.0% | 717,270 | $53.2M |
| Equitable Holdings, Inc. | 0.28% | Reduce -12.5% | 396,704 | $29.4M |
| Orgel Wealth Management, LLC | 0.66% | Reduce -0.8% | 340,525 | $25.3M |
| Raymond James Financial Inc. | 0.01% | Add +12.1% | 334,939 | $24.8M |
| Osaic Holdings, Inc. | 0.03% | Add +27.7% | 207,732 | $15.4M |
| Bank of America Corp. | 0.00% | Add +7.3% | 205,955 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.6% | 202,990 | $15.1M |
| Matrix Trust Co | 2.48% | Add +0.1% | 198,515 | $14.7M |
| Steele Capital Management, Inc. | 0.77% | Add +0.1% | 198,515 | $14.7M |
| LPL Financial LLC | 0.00% | Add +7.8% | 170,079 | $12.6M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 167,211 | $12.4M |
| Black Diamond Financial, LLC | 1.41% | Add +11.2% | 126,111 | $9.4M |
| UBS Group AG | 0.00% | Add +0.3% | 102,348 | $7.6M |
| swisspartners Advisors Ltd | 7.47% | Add +3.5% | 108,110 | $7.1M |
| Rodgers & Associates, LTD | 0.85% | Add +10.2% | 94,180 | $7.0M |
| GHP Investment Advisors, Inc. | 0.30% | Reduce -1.4% | 83,472 | $6.2M |
| Ipsen Advisor Group LLC | 5.11% | Add +1.9% | 80,098 | $5.9M |
| Marietta Wealth Management, LLC | 0.84% | Add +3.8% | 76,747 | $5.7M |
| Bedel Financial Consulting, Inc. | 0.77% | Add +3.8% | 74,804 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.2% | 65,381 | $4.9M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -1.2% | 58,183 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -4.0% | 55,753 | $4.1M |
| Lebenthal Global Advisors, LLC | 0.77% | Add +5.2% | 55,382 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.3% | 51,180 | $3.8M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.6% | 43,166 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 43,106 | $3.2M |
| Millstone Evans Group, LLC | 2.01% | Reduce -4.3% | 40,011 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +3.2% | 37,503 | $2.8M |
| Aire Advisors, LLC | 0.58% | Add +0.4% | 37,266 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +161.0% | 34,739 | $2.6M |
| MML Investors Services, LLC | 0.01% | Reduce -2.2% | 33,798 | $2.5M |
| Focus Partners Wealth | 0.01% | Reduce -89.9% | 30,923 | $2.3M |
| DDFG, Inc | 0.62% | Add +327.3% | 30,034 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +11.2% | 29,411 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.4% | 28,268 | $2.1M |
| Jim Saulnier & Associates, LLC | 1.62% | Add +4.4% | 28,022 | $2.1M |
| Flagstar Securities, Inc. | 0.52% | Reduce -3.5% | 27,394 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -11.1% | 27,086 | $2.0M |
| Caliber Wealth Management, LLC / KS | 0.26% | — | 25,602 | $1.9M |
| Merit Financial Group, LLC | 0.03% | Reduce -7.3% | 24,435 | $1.8M |
| LRI Investments, LLC | 0.16% | No change | 22,656 | $1.7M |
| Debussy Capital Management LP | 0.27% | Add +1.0% | 22,583 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +1.9% | 22,155 | $1.6M |
| Courage Miller Partners, LLC | 0.52% | Reduce -1.4% | 20,575 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -14.1% | 19,049 | $1.4M |
| Retirement Planning Group, LLC | 0.06% | Reduce -6.0% | 17,967 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.4% | 17,895 | $1.3M |
| Diversify Advisory Services, LLC | 0.07% | Add +7.5% | 15,244 | $1.1M |
| Burt Wealth Advisors | 0.27% | Reduce -3.0% | 14,480 | $1.1M |
| M&T Bank Corp | 0.00% | No change | 14,260 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -80.7% | 14,229 | $1.1M |
| PCA Investment Advisory Services Inc. | 0.55% | Reduce -18.8% | 13,966 | $1.0M |
| Captrust Financial Advisors | 0.00% | No change | 13,771 | $1.0M |
| Comerica Bank | 0.00% | Reduce -0.2% | 13,359 | $991K |
| Level Four Advisory Services, LLC | 0.04% | Add +0.0% | 12,366 | $917K |
| Jackson Creek Investment Advisors LLC | 0.22% | Add +2.8% | 9,347 | $693K |
| JPMorgan Chase & Co. | 0.00% | Add +54.4% | 9,267 | $688K |
| Pacific Sun Financial Corp | 0.37% | Add +0.3% | 8,670 | $643K |
| LaFleur & Godfrey LLC | 0.08% | Add +1.4% | 8,400 | $623K |
| Madison Wealth Partners, Inc | 0.14% | Reduce -6.0% | 7,894 | $586K |
| Woodard & Co. Asset Management Group Inc. | 0.12% | Reduce -83.5% | 7,862 | $583K |
| First Manhattan Co. Llc. | 0.00% | No change | 7,438 | $552K |
| Altfest L J & Co. Inc. | 0.07% | No change | 7,330 | $544K |
| Sage Financial Group Inc. | 0.04% | Reduce -3.7% | 7,211 | $535K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +2.0% | 6,718 | $498K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.4% | 6,703 | $497K |
| Creative Planning | 0.00% | Add +14.7% | 6,403 | $475K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 6,178 | $458K |
| James J. Burns & Company, LLC | 0.08% | Reduce -5.4% | 6,119 | $454K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.0% | 5,778 | $429K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 5,491 | $407K |
| Savant Capital, LLC | 0.00% | Add +0.0% | 5,452 | $405K |
| Citigroup Inc. | 0.00% | Reduce -0.0% | 5,437 | $403K |
| Janney Montgomery Scott LLC | 0.00% | No change | 5,370 | $398K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 5,304 | $394K |
| Cwm, LLC | 0.00% | Reduce -8.9% | 5,170 | $384K |
| Trivant Custom Portfolio Group, LLC | 0.21% | Add +27.2% | 5,001 | $371K |
| Quantinno Capital Management LP | 0.00% | New | 4,919 | $365K |
| Willis Johnson & Associates, Inc. | 0.03% | No change | 4,529 | $336K |
| Summit Asset Management, LLC | 0.06% | No change | 4,476 | $332K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -17.9% | 4,471 | $332K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.6% | 4,300 | $319K |
| Jane Street Group, LLC | 0.00% | Add +19.3% | 4,265 | $316K |
| Cape Investment Advisory, Inc. | 0.13% | Add +0.0% | 4,257 | $316K |
| FMR LLC | 0.00% | Reduce -1.5% | 4,018 | $298K |
| WealthTrak Capital Management LLC | 0.26% | Reduce -5.4% | 4,005 | $297K |
| GWN Securities Inc. | 0.02% | New | 3,661 | $272K |
| Revisor Wealth Management LLC | 0.12% | Add +19.0% | 3,588 | $266K |
| Parallel Advisors, LLC | 0.01% | New | 3,550 | $263K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 3,453 | $256K |
| Oakworth Capital, Inc. | 0.02% | No change | 3,430 | $254K |
| New Insight Wealth Advisors | 0.11% | No change | 3,392 | $252K |
| Bank of Montreal | 0.00% | No change | 3,200 | $237K |
| Tiaa Trust, National Association | 0.00% | Reduce -9.0% | 3,098 | $230K |
| Summit Financial, LLC | 0.01% | New | 3,013 | $224K |
| Jones Financial Companies LLLP | 0.00% | Add +11.7% | 3,018 | $221K |
| Citadel Advisors | 0.00% | New | 2,889 | $214K |
| Beacon Financial Group | 0.02% | Add +0.2% | 2,831 | $210K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 2,808 | $208K |
| Transcend Capital Advisors, LLC | 0.01% | No change | 2,803 | $208K |
| Western Wealth Management, LLC | 0.01% | Reduce -13.0% | 2,800 | $208K |
| Trust Investment Advisors | 0.13% | New | 2,790 | $207K |
| Cresset Asset Management, LLC | 0.00% | No change | 2,745 | $204K |
| Geneos Wealth Management Inc. | 0.01% | Add +1.1% | 2,716 | $202K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,706 | $201K |
| Clear Investment Research, LLC | 0.20% | Reduce -0.1% | 2,008 | $149K |
| Smartleaf Asset Management LLC | 0.01% | Add +27.6% | 1,950 | $143K |
| BlackRock, Inc. | 0.00% | No change | 1,500 | $111K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.1% | 1,409 | $105K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 1,409 | $105K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,404 | $104K |
| Hopwood Financial Services, Inc. | 0.06% | No change | 960 | $71K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.0% | 940 | $70K |
| Private Trust Co. NA | 0.01% | Add +130.0% | 713 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 662 | $49K |
| Operose Advisors LLC | 0.02% | No change | 642 | $48K |
| Principal Securities, Inc. | 0.00% | No change | 582 | $43K |
| McIlrath & Eck, LLC | 0.00% | No change | 540 | $40K |
| N.E.W. Advisory Services LLC | 0.00% | New | 515 | $38K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -34.9% | 510 | $38K |
| US Bancorp \de | 0.00% | Reduce -57.9% | 505 | $37K |
| HM Payson & Co. | 0.00% | Reduce -27.0% | 500 | $37K |
| Bogart Wealth, LLC | 0.00% | New | 463 | $34K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 439 | $33K |
| Ameriflex Group, Inc. | 0.01% | No change | 417 | $31K |
| Assetmark, Inc. | 0.00% | Reduce -87.7% | 401 | $30K |
| Crews Bank & Trust | 0.00% | No change | 305 | $23K |
| MCF Advisors LLC | 0.00% | No change | 300 | $22K |
| Lanark Financial, Inc. | 0.00% | — | 300 | $22K |
| Gleason Group, Inc. | 0.00% | Add +0.4% | 264 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.4% | 252 | $19K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 201 | $15K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 198 | $15K |
| Salomon & Ludwin, LLC | 0.00% | No change | 162 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 160 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 155 | $11K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 153 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -42.5% | 115 | $9K |
| Archer Investment Corp | 0.00% | No change | 83 | $6K |
| FAS Wealth Partners, Inc. | 0.00% | New | 81 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.4% | 71 | $5K |
| Ancora Advisors LLC | 0.00% | No change | 66 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 54 | $4K |
| Islay Capital Management, LLC | 0.00% | No change | 30 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -99.4% | 15 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 13 | $964 |
| AE Wealth Management LLC | 0.00% | No change | 3 | $223 |
| Red Tortoise LLC | 0.00% | Reduce -97.3% | 2 | $128 |
"% of holder's portfolio" is IMCV's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.