ISHARES MORNINGSTAR MID-CAP (IMCV) Institutional Ownership Changes & 13F Activity
ISHARES MORNINGSTAR MID-CAP (IMCV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Equitable Holdings, Inc., Susquehanna International Group, Llp, Jane Street Group, Llc, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +401 | +7.9% | 5,508 | $503.29K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +3 | +0.6% | 515 | $47.02K | Q2 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Sell | -70 | -0.4% | 16,217 | $1.48M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +1,259 | +45.1% | 4,048 | $369.92K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Sell | -283,317 | -85.8% | 46,998 | $4.29M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +487,500 | — | 487,500 | $44.54M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +48,593 | — | 48,593 | $4.44M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +35,943 | +1175.8% | 39,000 | $3.56M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +24,418 | +310.4% | 32,284 | $2.95M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +23,390 | +5.3% | 467,937 | $42.76M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +8,428 | +81.5% | 18,769 | $1.73M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +6,757 | +6.9% | 104,198 | $9.52M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,991 | +1.7% | 234,849 | $21.46M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -2,751 | -1.1% | 247,957 | $22.66M | Q2 2026 | Aug 14, 2026 |
| Aire Advisors, Llc | Sell | -2,333 | -5.8% | 38,156 | $3.49M | Q2 2026 | Aug 14, 2026 |
| Lifeworks Advisors, Llc | Buy | +2,225 | — | 2,225 | $203.31K | Q2 2026 | Aug 14, 2026 |
| Kintra Wealth, Llc | Buy | +2,138 | — | 2,138 | $210.02K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +931 | +0.5% | 203,099 | $18.56M | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -3,415 | -1.7% | 191,890 | $17.53M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -2,044 | -77.6% | 591 | $54.00K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1,763 | +0.3% | 612,281 | $55.95M | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -1,329 | -2.9% | 43,733 | $4.00M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1,245 | +33.6% | 4,952 | $452.51K | Q2 2026 | Aug 13, 2026 |
| Aberdeen Wealth Management Llc | Buy | +300 | — | 300 | $27.41K | Q2 2026 | Aug 13, 2026 |
| Hantz Financial Services, Inc. | Buy | +214 | — | 214 | $20.00K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +192 | +0.3% | 57,329 | $5.24M | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +40 | — | 40 | $3.71K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +13,352 | — | 13,352 | $1.23M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +13,126 | +12.0% | 122,941 | $11.23M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +4,311 | — | 4,311 | $393.95K | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about IMCV activity
Which institutional owners are buying IMCV?
Institutional owners buying IMCV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IMCV activity?
"Buy" means an investor increased their reported position in IMCV compared to the prior reporting period. This reflects growing exposure to ISHARES MORNINGSTAR MID-CAP (IMCV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IMCV increasing?
Institutional interest in IMCV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.