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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+401+7.9%5,508$503.29KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+3+0.6%515$47.02KQ2 2026Sep 04, 2026
Corient Private Wealth LlcSell-70-0.4%16,217$1.48MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+1,259+45.1%4,048$369.92KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-283,317-85.8%46,998$4.29MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+487,500487,500$44.54MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+48,59348,593$4.44MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+35,943+1175.8%39,000$3.56MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+24,418+310.4%32,284$2.95MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+23,390+5.3%467,937$42.76MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+8,428+81.5%18,769$1.73MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+6,757+6.9%104,198$9.52MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,991+1.7%234,849$21.46MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-2,751-1.1%247,957$22.66MQ2 2026Aug 14, 2026
Aire Advisors, LlcSell-2,333-5.8%38,156$3.49MQ2 2026Aug 14, 2026
Lifeworks Advisors, LlcBuy+2,2252,225$203.31KQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+2,1382,138$210.02KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+931+0.5%203,099$18.56MQ2 2026Aug 14, 2026
Ubs Group AgSell-3,415-1.7%191,890$17.53MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-2,044-77.6%591$54.00KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1,763+0.3%612,281$55.95MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-1,329-2.9%43,733$4.00MQ2 2026Aug 13, 2026
Fmr LlcBuy+1,245+33.6%4,952$452.51KQ2 2026Aug 13, 2026
Aberdeen Wealth Management LlcBuy+300300$27.41KQ2 2026Aug 13, 2026
Hantz Financial Services, Inc.Buy+214214$20.00KQ2 2026Aug 13, 2026
Mariner, LlcBuy+192+0.3%57,329$5.24MQ2 2026Aug 13, 2026
Allspring Global Investments Holdings, LlcBuy+4040$3.71KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+13,35213,352$1.23MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+13,126+12.0%122,941$11.23MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+4,3114,311$393.95KQ2 2026Aug 12, 2026
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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.