ISHARES MORNINGSTAR MID-CAP (IMCV) Institutional Shareholders
ISHARES MORNINGSTAR MID-CAP (IMCV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $679.69M in IMCV holdings during the latest filing period.
Vantagepoint Investment Advisers Llc is currently the largest disclosed institutional shareholder of IMCV tracked by InsiderSet, reporting ownership valued at approximately $93.00M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $98.55M, representing an estimated gain of +5.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed IMCV value among the investors covered in this analysis. Major shareholders include Vantagepoint Investment Advisers Llc, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in ISHARES MORNINGSTAR MID-CAP (IMCV).
This page ranks the largest institutional IMCV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
172
Total Reported Value
$679.69M
Largest Holder
Vantagepoint Investment Advisers Llc
Largest Position
$93.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vantagepoint Investment Advisers Llc | 0.70% | 1,017,719 | $92,996,618 | $98,546,341 | +$5,549,723 | +5.97% | |
| Morgan Stanley | 0.00% | 610,518 | $51,763,370 | $59,116,824 | +$7,353,454 | +14.21% | |
| Raymond James Financial Inc | 0.01% | 444,547 | $37,691,262 | $43,045,753 | +$5,354,491 | +14.21% | |
| Ameriprise Financial Inc | 0.01% | 407,779 | $34,581,517 | $39,485,485 | +$4,903,968 | +14.18% | |
| Lpl Financial Llc | 0.01% | 370,810 | $31,439,444 | $35,905,755 | +$4,466,311 | +14.21% | |
| Orgel Wealth Management, Llc | 0.59% | 341,915 | $31,243,339 | $33,107,835 | +$1,864,496 | +5.97% | |
| Equitable Holdings, Inc. | 0.18% | 330,315 | $27,197,543 | $31,984,600 | +$4,787,057 | +17.60% | |
| Commonwealth Equity Services, Llc | 0.03% | 257,449 | $23,525,078 | $24,928,941 | +$1,403,863 | +5.97% | |
| Black Diamond Financial, Llc | 1.98% | 245,612 | $22,443,416 | $23,782,757 | +$1,339,341 | +5.97% | |
| Wells Fargo & Company/Mn | 0.00% | 250,708 | $21,256,495 | $24,276,206 | +$3,019,711 | +14.21% | |
| Osaic Holdings, Inc. | 0.03% | 230,858 | $19,575,696 | $22,354,119 | +$2,778,423 | +14.19% | |
| Steele Capital Management, Inc. | 0.71% | 209,721 | $19,163,885 | $20,307,410 | +$1,143,525 | +5.97% | |
| Bank Of America Corp | 0.00% | 202,168 | $17,140,941 | $19,576,049 | +$2,435,108 | +14.21% | |
| Ubs Group Ag | 0.00% | 195,305 | $16,559,130 | $18,911,500 | +$2,352,370 | +14.21% | |
| Granville Capital, Inc. | 6.77% | 152,681 | $12,945,143 | $14,784,193 | +$1,839,050 | +14.21% | |
| Marietta Wealth Management, Llc | 1.28% | 135,955 | $12,423,228 | $13,164,604 | +$741,376 | +5.97% | |
| Envestnet Asset Management Inc | 0.00% | 125,527 | $11,470,343 | $12,154,855 | +$684,512 | +5.97% | |
| Rodgers & Associates, Ltd | 1.00% | 120,448 | $11,006,277 | $11,663,052 | +$656,775 | +5.97% | |
| Swisspartners Advisors Ltd | 6.82% | 128,740 | $10,854,908 | $12,465,971 | +$1,611,063 | +14.84% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 124,401 | $10,547,479 | $12,045,823 | +$1,498,344 | +14.21% | |
| Cetera Investment Advisers | 0.01% | 109,815 | $9,310,793 | $10,633,452 | +$1,322,659 | +14.21% | |
| Bedel Financial Consulting, Inc. | 0.86% | 97,819 | $8,938,456 | $9,471,872 | +$533,416 | +5.97% | |
| Royal Bank Of Canada | 0.00% | 97,441 | $8,262,000 | $9,435,270 | +$1,173,270 | +14.20% | |
| Ipsen Advisor Group Llc | 5.03% | 85,523 | $7,814,879 | $8,281,243 | +$466,364 | +5.97% | |
| Ghp Investment Advisors, Inc. | 0.27% | 81,185 | $7,418,525 | $7,861,192 | +$442,667 | +5.97% | |
| Clark Capital Management Group, Inc. | 0.04% | 82,835 | $7,023,258 | $8,020,963 | +$997,705 | +14.21% | |
| Davenport & Co Llc | 0.03% | 74,249 | $6,784,679 | $7,189,575 | +$404,896 | +5.97% | |
| Lebenthal Global Advisors, Llc | 0.80% | 64,544 | $5,897,867 | $6,249,834 | +$351,967 | +5.97% | |
| Mariner, Llc | 0.01% | 57,137 | $4,844,367 | $5,532,610 | +$688,243 | +14.21% | |
| Ddfg, Inc | 0.93% | 51,272 | $4,685,089 | $4,964,699 | +$279,610 | +5.97% | |
| Sovran Advisors, Llc | 0.30% | 41,718 | $4,032,987 | $4,039,579 | +$6,592 | +0.16% | |
| Captrust Financial Advisors | 0.01% | 45,062 | $3,820,654 | $4,363,380 | +$542,726 | +14.21% | |
| Stifel Financial Corp | 0.00% | 44,779 | $3,796,565 | $4,335,977 | +$539,412 | +14.21% | |
| Creative Planning | 0.00% | 44,425 | $3,766,599 | $4,301,699 | +$535,100 | +14.21% | |
| Ep Wealth Advisors, Llc | 0.02% | 43,037 | $3,648,957 | $4,167,299 | +$518,342 | +14.21% | |
| Aire Advisors, Llc | 0.63% | 40,489 | $3,432,925 | $3,920,574 | +$487,649 | +14.21% | |
| Millstone Evans Group, Llc | 1.95% | 38,313 | $3,248,398 | $3,709,871 | +$461,473 | +14.21% | |
| Baird Financial Group, Inc. | 0.00% | 35,683 | $3,025,412 | $3,455,206 | +$429,794 | +14.21% | |
| Merit Financial Group, Llc | 0.02% | 29,399 | $2,686,373 | $2,846,723 | +$160,350 | +5.97% | |
| Dynamic Advisor Solutions Llc | 0.07% | 28,581 | $2,611,691 | $2,767,515 | +$155,824 | +5.97% | |
| Kestra Advisory Services, Llc | 0.01% | 25,445 | $2,325,137 | $2,463,855 | +$138,718 | +5.97% | |
| Vivaldi Capital Management Lp | 0.32% | 27,109 | $2,298,434 | $2,624,981 | +$326,547 | +14.21% | |
| Diversify Wealth Management, Llc | 0.04% | 23,905 | $2,280,379 | $2,314,735 | +$34,356 | +1.51% | |
| Caliber Wealth Management, Llc / Ks | 0.22% | 24,639 | $2,251,467 | $2,385,809 | +$134,342 | +5.97% | |
| Mml Investors Services, Llc | 0.01% | 26,543 | $2,250,490 | $2,570,175 | +$319,685 | +14.21% | |
| Focus Partners Wealth | 0.00% | 24,447 | $2,072,758 | $2,367,218 | +$294,460 | +14.21% | |
| Lri Investments, Llc | 0.17% | 22,656 | $2,070,249 | $2,193,794 | +$123,545 | +5.97% | |
| Principal Securities, Inc. | 0.02% | 20,873 | $1,907,339 | $2,021,145 | +$113,806 | +5.97% | |
| Allegheny Financial Group | 0.17% | 17,676 | $1,615,224 | $1,711,578 | +$96,354 | +5.97% | |
| James J. Burns & Company, Llc | 0.22% | 18,922 | $1,604,377 | $1,832,229 | +$227,852 | +14.20% |
Frequently asked questions about IMCV
Who owns the most IMCV stock?
The largest holders of IMCV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MORNINGSTAR MID-CAP (IMCV).
Is IMCV widely held by superinvestors?
Many widely followed stocks like IMCV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IMCV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.