§ EQUITY
USDIMCV
ISHARES MORNINGSTAR MID-CAP
USD
§ 01 · PRICE
Price action
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§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 965K | 0.7% | −4% |
| Morgan Stanley IM | 609K | 0.0% | −48% |
| LPL Financial LLC | 371K | 0.0% | +9% |
| Orgel Wealth Management, LLC | 343K | 0.6% | −4% |
| RAYMOND JAMES FINANCIAL INC | 332K | 0.0% | −1% |
| Equitable Holdings, Inc. | 284K | 0.2% | −0% |
◇ AC INTELLIGENCE
Top institutional owners for IMCV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER75.3% · 148 holders
DEALER / BANK17.8% · 19 holders
QUALITY / COMPOUNDER5.1% · 3 holders
INCOME / DEFENSIVE1.7% · 2 holders
DEEP VALUE0.1% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IMCV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IMCV yet.