iShares Morningstar Mid-Cap Value ETF (IMCV)

• Market cap: $626M
• 1 day: 1.22%
• 5 days: 3.14%
• 1 month: -6.49%
• 3 months: -9.45%
• 6 months: -10.60%
• Year to date: -6.16%
• 1 year: 1.90%
• 5 years: 80.33%
• 10 years: 65.01%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

200% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 3 (+2) [Q4]

51% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 35

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

7% more capital invested

Capital invested by funds: $381M [Q3] → $406M (+$25M) [Q4]

0.43% more ownership

Funds ownership: 60.4% [Q3] → 60.83% (+0.43%) [Q4]

0% more funds holding

Funds holding: 139 [Q3] → 139 (+0) [Q4]