ISHARES MORNINGSTAR MID-CAP (IMCV) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $647.94M 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 $81.84M in its March 31, 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 $86.67M, representing an estimated gain of +5.91% 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
173
Total Reported Value
$647.94M
Largest Holder
Vantagepoint Investment Advisers Llc
Largest Position
$81.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
181
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 | 0.69% | 965,232 | $81,837,967 | $86,674,552 | +$4,836,585 | +5.91% | |
| Morgan Stanley | 0.00% | 610,518 | $51,763,370 | $54,822,441 | +$3,059,071 | +5.91% | |
| Raymond James Financial Inc | 0.01% | 444,547 | $37,691,262 | $39,918,809 | +$2,227,547 | +5.91% | |
| Ameriprise Financial Inc | 0.01% | 407,779 | $34,581,517 | $36,617,168 | +$2,035,651 | +5.89% | |
| Lpl Financial Llc | 0.01% | 370,810 | $31,439,444 | $33,297,477 | +$1,858,033 | +5.91% | |
| Orgel Wealth Management, Llc | 0.63% | 342,827 | $29,066,862 | $30,784,699 | +$1,717,837 | +5.91% | |
| Equitable Holdings, Inc. | 0.18% | 330,315 | $27,197,543 | $29,661,164 | +$2,463,621 | +9.06% | |
| Commonwealth Equity Services, Llc | 0.03% | 270,624 | $22,945,074 | $24,301,115 | +$1,356,041 | +5.91% | |
| Wells Fargo & Company/Mn | 0.00% | 250,708 | $21,256,495 | $22,512,726 | +$1,256,231 | +5.91% | |
| Osaic Holdings, Inc. | 0.03% | 230,858 | $19,575,696 | $20,730,263 | +$1,154,567 | +5.90% | |
| Black Diamond Financial, Llc | 2.01% | 217,137 | $18,410,144 | $19,498,164 | +$1,088,020 | +5.91% | |
| Steele Capital Management, Inc. | 0.73% | 207,319 | $17,577,774 | $18,616,541 | +$1,038,767 | +5.91% | |
| Bank Of America Corp | 0.00% | 202,168 | $17,140,941 | $18,153,999 | +$1,013,058 | +5.91% | |
| Ubs Group Ag | 0.00% | 195,305 | $16,559,130 | $17,537,725 | +$978,595 | +5.91% | |
| Granville Capital, Inc. | 6.77% | 152,681 | $12,945,143 | $13,710,235 | +$765,092 | +5.91% | |
| Marietta Wealth Management, Llc | 1.31% | 130,251 | $11,043,435 | $11,696,097 | +$652,662 | +5.91% | |
| Swisspartners Advisors Ltd | 6.82% | 128,740 | $10,854,908 | $11,560,414 | +$705,506 | +6.50% | |
| Envestnet Asset Management Inc | 0.00% | 126,592 | $10,733,197 | $11,367,531 | +$634,334 | +5.91% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 124,401 | $10,547,479 | $11,170,787 | +$623,308 | +5.91% | |
| Rodgers & Associates, Ltd | 1.03% | 119,653 | $10,144,912 | $10,744,433 | +$599,521 | +5.91% | |
| Cetera Investment Advisers | 0.01% | 109,815 | $9,310,793 | $9,861,014 | +$550,221 | +5.91% | |
| Royal Bank Of Canada | 0.00% | 97,441 | $8,262,000 | $8,749,871 | +$487,871 | +5.90% | |
| Bedel Financial Consulting, Inc. | 0.89% | 91,324 | $7,742,979 | $8,200,585 | +$457,606 | +5.91% | |
| Clark Capital Management Group, Inc. | 0.04% | 82,835 | $7,023,258 | $7,438,301 | +$415,043 | +5.91% | |
| Ghp Investment Advisors, Inc. | 0.28% | 81,317 | $6,894,526 | $7,301,990 | +$407,464 | +5.91% | |
| Davenport & Co Llc | 0.03% | 69,972 | $5,932,660 | $6,283,248 | +$350,588 | +5.91% | |
| Lebenthal Global Advisors, Llc | 0.76% | 61,754 | $5,235,887 | $5,545,299 | +$309,412 | +5.91% | |
| Sovran Advisors, Llc | 0.39% | 55,996 | $5,012,637 | $5,028,250 | +$15,613 | +0.31% | |
| Mariner, Llc | 0.01% | 57,137 | $4,844,367 | $5,130,708 | +$286,341 | +5.91% | |
| Avior Wealth Management, Llc | 0.13% | 53,240 | $4,513,964 | $4,780,771 | +$266,807 | +5.91% | |
| Ddfg, Inc | 0.91% | 49,896 | $4,230,486 | $4,480,491 | +$250,005 | +5.91% | |
| Captrust Financial Advisors | 0.01% | 45,062 | $3,820,654 | $4,046,414 | +$225,760 | +5.91% | |
| Stifel Financial Corp | 0.00% | 44,779 | $3,796,565 | $4,021,002 | +$224,437 | +5.91% | |
| Creative Planning | 0.00% | 44,425 | $3,766,599 | $3,989,214 | +$222,615 | +5.91% | |
| Ep Wealth Advisors, Llc | 0.02% | 43,037 | $3,648,957 | $3,864,576 | +$215,619 | +5.91% | |
| Aire Advisors, Llc | 0.63% | 40,489 | $3,432,925 | $3,635,775 | +$202,850 | +5.91% | |
| Millstone Evans Group, Llc | 1.95% | 38,313 | $3,248,398 | $3,440,377 | +$191,979 | +5.91% | |
| Baird Financial Group, Inc. | 0.00% | 35,683 | $3,025,412 | $3,204,212 | +$178,800 | +5.91% | |
| Merit Financial Group, Llc | 0.02% | 28,039 | $2,377,277 | $2,517,807 | +$140,530 | +5.91% | |
| Dynamic Advisor Solutions Llc | 0.07% | 27,600 | $2,340,120 | $2,478,386 | +$138,266 | +5.91% | |
| Vivaldi Capital Management Lp | 0.32% | 27,109 | $2,298,434 | $2,434,296 | +$135,862 | +5.91% | |
| Mml Investors Services, Llc | 0.01% | 26,543 | $2,250,490 | $2,383,471 | +$132,981 | +5.91% | |
| Kestra Advisory Services, Llc | 0.01% | 25,306 | $2,145,588 | $2,272,393 | +$126,805 | +5.91% | |
| Jim Saulnier & Associates, Llc | 1.03% | 24,931 | $2,113,813 | $2,238,719 | +$124,906 | +5.91% | |
| Caliber Wealth Management, Llc / Ks | 0.23% | 24,638 | $2,088,924 | $2,212,409 | +$123,485 | +5.91% | |
| Focus Partners Wealth | 0.00% | 24,447 | $2,072,758 | $2,195,257 | +$122,499 | +5.91% | |
| Diversify Wealth Management, Llc | 0.04% | 22,513 | $1,985,369 | $2,021,591 | +$36,222 | +1.82% | |
| Lri Investments, Llc | 0.17% | 22,656 | $1,920,907 | $2,034,432 | +$113,525 | +5.91% | |
| Principal Securities, Inc. | 0.03% | 20,867 | $1,769,217 | $1,873,786 | +$104,569 | +5.91% | |
| James J. Burns & Company, Llc | 0.22% | 18,922 | $1,604,377 | $1,699,131 | +$94,754 | +5.91% |
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.