ISHARES TR (IMCV) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling IMCV?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for ISHARES TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on IMCV?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

Is institutional money flowing into IMCV?

55 institutional investors hold ISHARES TR (IMCV). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about IMCV?

Track institutional sentiment and conviction scores for ISHARES TR (IMCV) including Smart Money Verdict and position changes on HoldingsIntel.

ISHARES TR

IMCV·464288406·US·etf·Unknown - Unknown-13D/G

MRGSTR MD CP VAL

IMCV (ISHARES TR) is held by 55 institutional investors as of Q4 2025. Largest holders: VANTAGEPOINT INVESTMENT ADVISERS LLC ($83M), MORGAN STANLEY ($48.2M), RAYMOND JAMES FINANCIAL INC ($37M). Net institutional sentiment: Mixed.

Holders

Avg rating(10 Elite)

$425.4M

Total Value

56% (59)

Fund Consensus

28 buying - 24 selling

Smart Money Verdict- Q4 2025View all

58Mixed MomentumConfirmed

Held by 55 funds

10 elite

Who's Trading

ActivistInternational City Management Association Retirement Corp9.2%Oct 6, 2025

View all activist filings

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VANTAGEPOINT INVESTMENT ADVISERS LLC	Increased	1M(+3.0%)	$83M	0.7%	+10.13%	43
MORGAN STANLEY	Decreased	585,516(-7.4%)	$48.2M	0.0%	+29.68%	0
RAYMOND JAMES FINANCIAL INC	Increased	448,850(+9.7%)	$37M	0.0%	+19.16%	32
LPL Financial LLC	Increased	338,792(+22.1%)	$27.9M	0.0%	+25.40%	35
Equitable Holdings, Inc.	Decreased	330,847(-2.5%)	$27.2M	0.2%	+50.74%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	291,826(+7.2%)	$24M	0.0%	+38.02%	31
WELLS FARGO & COMPANY/MN	Increased	261,282(+19.4%)	$21.5M	0.0%	+34.54%	34
AMERIPRISE FINANCIAL INC	Increased	235,920(+213.0%)	$19.4M	0.0%	+11.26%	46
BANK OF AMERICA CORP /DE/	Decreased	225,131(-1.3%)	$18.5M	0.0%	+20.90%	0
OSAIC HOLDINGS, INC.	Decreased	217,393(-6.8%)	$17.9M	0.0%	+27.95%	0
UBS Group AG	Increased	193,463(+3.0%)	$15.9M	0.0%	+31.66%	29
ENVESTNET ASSET MANAGEMENT INC	Decreased	118,360(-4.9%)	$9.7M	0.0%	+24.97%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	97,338(+105.1%)	$8M	0.0%	+24.57%	44
Cetera Investment Advisers	Decreased	96,430(-6.6%)	$7.9M	0.0%	+17.31%	0
ROYAL BANK OF CANADA	Increased	93,331(+0.5%)	$7.7M	0.0%	+19.11%	27
Clark Capital Management Group, Inc.	Decreased	81,732(-3.7%)	$6.7M	0.0%	+17.64%	0
DAVENPORT & Co LLC	Increased	66,042(+5.1%)	$5.4M	0.0%	+19.34%	28
Mariner, LLC	Decreased	56,262(-1.5%)	$4.6M	0.0%	+45.57%	0
CAPTRUST FINANCIAL ADVISORS	Increased	46,626(+278.7%)	$3.8M	0.0%	+12.46%	43
STIFEL FINANCIAL CORP	Increased	45,778(+0.9%)	$3.8M	0.0%	+53.45%	27
Creative Planning	Increased	44,428(+175.3%)	$3.7M	0.0%	+11.22%	43
EP Wealth Advisors, LLC	Unchanged	43,166	$3.6M	0.0%	+18.46%	0
MML INVESTORS SERVICES, LLC	Decreased	28,125(-51.4%)	$2.3M	0.0%	+36.14%	0
Merit Financial Group, LLC	Increased	27,772(+0.7%)	$2.3M	0.0%	+48.36%	26
Focus Partners Wealth	Decreased	24,401(-1.6%)	$2M	0.0%	+22.01%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	17,624(+7.9%)	$1.5M	0.0%	+37.14%	28
Baird Financial Group, Inc.	Increased	17,841(+0.5%)	$1.5M	0.0%	+35.97%	26
GOLDMAN SACHS GROUP INC	Decreased	16,498(-10.6%)	$1.4M	0.0%	+10.26%	0
JPMORGAN CHASE & CO	Increased	15,308(+21.0%)	$1.3M	0.0%	+17.06%	30
COMERICA BANK	Decreased	13,530(-0.4%)	$1.1M	0.0%	+52.21%	0
Kestra Advisory Services, LLC	Decreased	8,432(-2.9%)	$694,251	0.0%	+34.39%	0
CITIGROUP INC	Decreased	7,919(-23.3%)	$652,036	0.0%	+18.85%	0
FIRST MANHATTAN CO. LLC.	Unchanged	7,438	$612,432	0.0%	+53.65%	0
Integrated Wealth Concepts LLC	Decreased	5,717(-0.4%)	$470,746	0.0%	+48.87%	0
JONES FINANCIAL COMPANIES LLLP	Increased	5,623(+25.3%)	$462,959	0.0%	+17.88%	29
D.A. DAVIDSON & CO.	Increased	5,522(+31.4%)	$454,725	0.0%	+13.27%	30
Private Advisor Group, LLC	Increased	5,050(+1.2%)	$415,847	0.0%	+17.48%	24
HighTower Advisors, LLC	Increased	3,756(+0.7%)	$309,244	0.0%	+17.25%	24
FMR LLC	Increased	3,753(+9.6%)	$309,000	0.0%	+19.96%	18
US BANCORP \DE\	Increased	3,703(+221.2%)	$304,898	0.0%	+12.23%	38
BANK OF MONTREAL /CAN/	Decreased	3,466(-0.6%)	$285,384	0.0%	+20.61%	0
Cresset Asset Management, LLC	Unchanged	2,745	$226,018	0.0%	+18.42%	0
SILVERCREST ASSET MANAGEMENT GROUP LLC	Unchanged	2,706	$222,838	0.0%	+18.42%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	2,635(+500.2%)	$216,961	0.0%	+10.45%	37
Aptus Capital Advisors, LLC	Increased	2,091(+153.4%)	$172,169	0.0%	+20.32%	36
NewEdge Advisors, LLC	Decreased	1,928(-0.4%)	$158,754	0.0%	+16.53%	0
BlackRock, Inc.	Unchanged	1,500	$123,507	0.0%	+21.58%	0
Corient Private Wealth LLC	Decreased	17,336(-4.7%)	$94,213	0.0%	+49.97%	0
M&T BANK CORP	Decreased	262(-98.1%)	$67,960	0.0%	+54.37%	0
ASSETMARK, INC	Increased	711(+2.8%)	$58,542	0.0%	+17.12%	21
Farther Finance Advisors, LLC	Increased	698(+523.2%)	$57,511	0.0%	+6.60%	34
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	574(-43.2%)	$47,303	0.0%	+34.53%	0
Russell Investments Group, Ltd.	Increased	351(+394.4%)	$28,888	0.0%	+12.27%	21
Allworth Financial LP	New	268	$22,067	0.0%	+5.93%	26
HUNTINGTON NATIONAL BANK	Increased	63(+6200.0%)	$5,187	0.0%	+6.15%	17
BLAIR WILLIAM & CO/IL	Exited	0(-100.0%)	$156,201	0.0%	+4.09%	0
Savant Capital, LLC	Exited	0(-100.0%)	$388,115	0.0%	+11.77%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$664,338	0.0%	+4.09%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$78,905	0.0%	+4.09%	0

ISHARES TR

Continue exploring