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iShares Morningstar Mid-Cap Growth ETF (IMCG) Institutional Ownership

iShares Morningstar Mid-Cap Growth ETF logo
$76.12 -0.55 (-0.72%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG)

Number of
Institutional Buyers
(last 12 months)
237
Total
Institutional Inflows
(last 12 months)
$586.64M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$114.99M
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IMCG Institutional Buying and Selling by Quarter

iShares Morningstar Mid-Cap Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 McAdam LLC5,148$368K0.0%-27.9%0.015%
5/21/2025 Geneos Wealth Management Inc.6,526$466K0.0%+10.5%0.019%
5/20/2025 Fortis Capital Advisors LLC3,452$247K0.1%N/A0.010%
5/20/2025 Belpointe Asset Management LLC14,259$1.02M0.1%+34.4%0.042%
5/20/2025 Integrity Alliance LLC.19,269$1.38M0.1%N/A0.056%
5/19/2025 Jane Street Group LLC17,829$1.27M0.0%+40.3%0.052%
5/16/2025 Faithward Advisors LLC6,297$450K0.1%+16.0%0.018%
5/16/2025 Coppell Advisory Solutions LLC2,989$214K0.0%+51.0%0.009%
5/16/2025 Arete Wealth Advisors LLC26,045$1.86M0.1%+1.2%0.076%
5/16/2025 Everstar Asset Management LLC6,650$475K0.1%-16.5%0.019%
5/16/2025 Cape Investment Advisory Inc.11,708$836K0.3%-4.3%0.034%
5/16/2025 NewEdge Advisors LLC34,574$2.47M0.0%-15.4%0.101%
5/15/2025 Royal Bank of Canada468,698$33.48M0.0%+6.7%1.370%
5/15/2025 MAI Capital Management4,593$328K0.0%-10.7%0.013%
5/15/2025 Baird Financial Group Inc.15,624$1.12M0.0%-73.1%0.046%
5/14/2025 Comerica Bank23,166$1.66M0.0%-3.2%0.068%
5/14/2025 Smartleaf Asset Management LLC2,335$166K0.0%+19.9%0.007%
5/14/2025 Northwestern Mutual Wealth Management Co.726,769$51.91M0.0%+13.9%2.125%
5/14/2025 Kestra Advisory Services LLC22,086$1.58M0.0%-10.3%0.065%
5/14/2025 Compound Planning Inc.14,919$1.07M0.0%+8.2%0.044%
5/14/2025 Ameriprise Financial Inc.1,828,545$130.65M0.0%+31.2%5.347%
5/14/2025 Capital Analysts LLC11,672$834K0.0%-1.6%0.034%
5/13/2025 Steward Partners Investment Advisory LLC88,804$6.34M0.1%+1.1%0.260%
5/13/2025 Raymond James Financial Inc.942,937$67.35M0.0%+4.3%2.757%
5/13/2025 DDFG Inc35,268$2.52M0.7%+154.9%0.103%
5/13/2025 Nations Financial Group Inc. IA ADV108,937$7.78M0.6%+8.1%0.319%
5/13/2025 HRC Wealth Management LLC11,706$836K0.5%-14.6%0.034%
5/13/2025 HighTower Advisors LLC30,545$2.18M0.0%-1.6%0.089%
5/13/2025 Elevation Capital Advisory LLC122,260$8.73M3.8%N/A0.357%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,841$204K0.0%-5.6%0.008%
5/12/2025 Truepoint Inc.21,151$1.51M0.0%N/A0.061%
5/12/2025 Beam Wealth Advisors Inc.25,535$1.82M0.6%+9.8%0.074%
5/9/2025 Atria Wealth Solutions Inc.14,178$1.01M0.0%+3.2%0.041%
5/9/2025 Horizon Family Wealth Inc.3,838$274K0.2%-21.7%0.011%
5/9/2025 Commonwealth Equity Services LLC612,373$43.74M0.1%+0.4%1.778%
5/9/2025 Blair William & Co. IL30,216$2.16M0.0%+2.2%0.088%
5/9/2025 PNC Financial Services Group Inc.19,942$1.42M0.0%+1.7%0.058%
5/8/2025 IFG Advisory LLC4,826$345K0.0%-35.2%0.014%
5/8/2025 Certified Advisory Corp67,132$4.80M0.5%-0.7%0.195%
5/8/2025 MGO One Seven LLC112,865$8.06M0.3%+3.7%0.328%
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5/8/2025 Private Advisory Group LLC12,729$909K0.1%-12.7%0.037%
5/8/2025 Tandem Financial LLC66,428$4.75M5.1%+1.3%0.193%
5/7/2025 PTM Wealth Management LLC106,229$7.59M7.3%N/A0.308%
5/7/2025 Foundations Investment Advisors LLC5,153$368K0.0%-86.4%0.015%
5/7/2025 Nemes Rush Group LLC364$26K0.0%N/A0.001%
5/7/2025 LPL Financial LLC2,011,284$143.67M0.1%+69.1%5.838%
5/7/2025 Keyvantage Wealth LLC10,578$756K0.4%-55.4%0.031%
5/7/2025 Bedel Financial Consulting Inc.151,151$11.03M1.6%+63.9%0.439%
5/7/2025 Cosner Financial Group LLC275,817$19.70M12.0%+8.8%0.801%
5/7/2025 Integrated Investment Consultants LLC123,849$8.64M1.2%+8.9%0.362%
5/7/2025 Caliber Wealth Management LLC KS39,789$2.84M0.4%N/A0.115%
5/6/2025 Assetmark Inc.4,840$346K0.0%+4.7%0.014%
5/6/2025 Cetera Investment Advisers284,479$20.32M0.0%+10.9%0.826%
5/6/2025 Avantax Advisory Services Inc.546,122$39.01M0.2%+1.1%1.585%
5/6/2025 Carnegie Investment Counsel15,211$1.09M0.0%+5.1%0.044%
5/6/2025 Pinnacle Associates Ltd.6,897$493K0.0%+43.7%0.020%
5/6/2025 AE Wealth Management LLC19,694$1.41M0.0%+1,499.8%0.057%
5/6/2025 BlueChip Wealth Advisors LLC5,539$396K0.2%N/A0.016%
5/6/2025 PFG Advisors41,391$2.96M0.2%-13.8%0.120%
5/6/2025 Ignite Planners LLC27,924$2.02M0.4%-23.4%0.081%
5/5/2025 Horizon Investment Services LLC21,223$1.52M0.7%-4.1%0.062%
5/5/2025 PCA Investment Advisory Services Inc.17,783$1.27M0.7%-10.6%0.052%
5/5/2025 Aire Advisors LLC27,988$2.00M0.4%-1.9%0.081%
5/5/2025 IFP Advisors Inc16,690$1.19M0.0%-12.2%0.048%
5/5/2025 Dahring Cusmano LLC2,987$213K0.2%-11.4%0.009%
5/5/2025 Kestra Private Wealth Services LLC12,176$870K0.0%+14.6%0.035%
5/5/2025 Private Advisor Group LLC122,427$8.75M0.1%-42.1%0.355%
5/5/2025 Diversify Advisory Services LLC17,345$1.25M0.1%+12.1%0.050%
5/2/2025 Independent Wealth Network Inc.3,633$259K0.1%+30.6%0.011%
5/2/2025 Forte Capital LLC ADV63,830$4.56M0.5%-2.8%0.185%
5/2/2025 Kingsview Wealth Management LLC30,264$2.16M0.0%+4.9%0.088%
5/2/2025 Montis Financial LLC3,329$238K0.1%-32.0%0.010%
5/2/2025 Bogart Wealth LLC3,160$226K0.0%+8.4%0.009%
5/2/2025 Sigma Planning Corp128,755$9.20M0.3%-2.3%0.374%
5/1/2025 CWM LLC207,237$14.80M0.1%+57.3%0.602%
5/1/2025 Stephens Inc. AR2,952$211K0.0%N/A0.009%
5/1/2025 Diversify Wealth Management LLC38,573$2.77M0.2%+64.8%0.112%
4/30/2025 Hunter Associates Investment Management LLC24,773$1.77M0.3%-4.7%0.072%
4/30/2025 Axxcess Wealth Management LLC17,468$1.25M0.0%+3.5%0.051%
4/30/2025 Cornerstone Planning Group LLC329,167$22.86M5.5%+5.8%0.955%
4/30/2025 Principal Securities Inc.29,623$2.24M0.1%+4.1%0.086%
4/30/2025 Silverlake Wealth Management LLC4,169$298K0.1%+44.0%0.012%
4/30/2025 Black Diamond Financial LLC36,166$2.58M0.4%+8.5%0.105%
4/29/2025 Wood Tarver Financial Group LLC88,343$6.31M2.1%+11.4%0.256%
4/29/2025 TD Private Client Wealth LLC2,699$193K0.0%-74.4%0.008%
4/29/2025 Envestnet Asset Management Inc.160,911$11.49M0.0%-22.5%0.467%
4/29/2025 OneDigital Investment Advisors LLC13,654$975K0.0%+335.8%0.040%
4/29/2025 Silver Oak Securities Incorporated13,088$933K0.1%+18.3%0.038%
4/29/2025 Courage Miller Partners LLC26,084$1.86M0.6%-2.2%0.076%
4/28/2025 Castle Wealth Management LLC60,779$4.34M1.7%+2.1%0.176%
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4/28/2025 Mutual Advisors LLC8,323$593K0.0%-7.2%0.024%
4/28/2025 Chaney Capital Management Inc.46,526$3.32M1.5%+7.6%0.135%
4/28/2025 Silver Oak Wealth Advisors Services LLC102,406$7.32M6.5%+0.8%0.297%
4/28/2025 First Horizon Advisors Inc.8,963$640K0.0%-26.8%0.026%
4/28/2025 Revisor Wealth Management LLC4,153$297K0.1%+24.3%0.012%
4/28/2025 Private Trust Co. NA4,003$286K0.0%+85.0%0.012%
4/28/2025 First Bank & Trust7,749$554K0.1%+85.0%0.022%
4/28/2025 DAVENPORT & Co LLC39,474$2.82M0.0%N/A0.115%
4/28/2025 Rovin Capital UT ADV42,336$3.02M1.0%+1.4%0.123%
4/25/2025 G&S Capital LLC9,488$678K0.3%+4.0%0.028%
(Data available from 1/1/2016 forward)

IMCG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMCG shares?

During the previous two years, 340 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap Growth ETF. The most heavily invested institutionals were LPL Financial LLC ($143.67M), Ameriprise Financial Inc. ($130.65M), Raymond James Financial Inc. ($67.35M), Northwestern Mutual Wealth Management Co. ($51.91M), Raymond James Financial Services Advisors Inc. ($44.19M), Avior Wealth Management LLC ($43.79M), and Commonwealth Equity Services LLC ($43.74M).Learn more on IMCG's institutional investors.

Which institutional investors have been buying iShares Morningstar Mid-Cap Growth ETF stock?

Of the 302 institutional investors that purchased iShares Morningstar Mid-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.13M), Assetmark Inc. ($981.18K), Raymond James Financial Inc. ($942.94K), Ameriprise Financial Inc. ($617.27K), AdvisorShares Investments LLC ($546.73K), Strategic Financial Concepts LLC ($458.39K), and Avior Wealth Management LLC ($456.54K).

How much institutional buying is happening at iShares Morningstar Mid-Cap Growth ETF?

Institutional investors have bought a total of 12,967,230 shares in the last 24 months. This purchase volume represents approximately $903.26M in transactions.

Which iShares Morningstar Mid-Cap Growth ETF major shareholders have been selling company stock?

Of the 154 institutional investors that sold iShares Morningstar Mid-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($557.36K), Bogart Wealth LLC ($367.07K), McKinley Carter Wealth Services Inc. ($159.90K), Orgel Wealth Management LLC ($128.50K), Osaic Holdings Inc. ($111.75K), Marmo Financial Group LLC ($104.20K), and Commonwealth Equity Services LLC ($94.61K).

How much institutional selling is happening at iShares Morningstar Mid-Cap Growth ETF?

Institutional investors have sold a total of 3,142,447 shares in the last 24 months. This volume of shares sold represents approximately $212.28M in transactions.



This page (NYSEARCA:IMCG) was last updated on 5/23/2025 by MarketBeat.com Staff
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