iShares Morningstar Mid-cap ETF (IMCV): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of IMCV (all 13F filers)
- Vantagepoint Investment Advisers1.0 MType not verified+52 K
- Morgan Stanley612 KBank or trading desk+1,763
- Ameriprise Financial488 KWealth adviser+80 K
- Raymond James Financial468 KWealth adviser+23 K
- LPL Financial434 KWealth adviser+63 K
- Orgel Wealth Management342 KWealth adviser−912
- Commonwealth Equity Services257 KWealth adviser−13 K
- Wells Fargo248 KBank or trading desk−2,751
- Black Diamond Financial246 KType not verified+28 K
- Osaic Holdings235 KWealth adviser+3,991
- Shares
- 1.0 M
- Change
- +52 K
See more
- Type
- Type not verified
- Value
- $93.0M
- Shares
- 612 K
- Change
- +1,763
See more
- Type
- Bank or trading desk
- Value
- $55.9M
- Shares
- 488 K
- Change
- +80 K
See more
- Type
- Wealth adviser
- Value
- $44.5M
- Shares
- 468 K
- Change
- +23 K
See more
- Type
- Wealth adviser
- Value
- $42.8M
- Shares
- 434 K
- Change
- +63 K
See more
- Type
- Wealth adviser
- Value
- $39.7M
- Shares
- 342 K
- Change
- −912
See more
- Type
- Wealth adviser
- Value
- $31.2M
- Shares
- 257 K
- Change
- −13 K
See more
- Type
- Wealth adviser
- Value
- $23.5M
- Shares
- 248 K
- Change
- −2,751
See more
- Type
- Bank or trading desk
- Value
- $22.7M
- Shares
- 246 K
- Change
- +28 K
See more
- Type
- Type not verified
- Value
- $22.4M
- Shares
- 235 K
- Change
- +3,991
See more
- Type
- Wealth adviser
- Value
- $21.5M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- International City Management Association Retirement9.2%13Gfiling ↗Event: Aug 18, 2025 · filed: Oct 6, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗