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

iShares Morningstar Mid-Cap Growth ETF logo
$81.63 +0.50 (+0.62%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$80.67 -0.96 (-1.17%)
As of 07/18/2025 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
242
Total
Institutional Inflows
(last 12 months)
$585.69M
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$111.95M
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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
7/18/2025Trilogy Capital Inc.6,925$556K0.0%N/A0.020%
7/18/2025Marino Stram & Associates LLC49,020$3.93M0.8%+19.5%0.140%
7/18/2025Truist Financial Corp97,082$7.79M0.0%-4.9%0.277%
7/17/2025 Eclectic Associates Inc. ADV63,638$5.11M1.1%+403.8%0.182%
7/17/2025 Janney Montgomery Scott LLC47,656$3.82M0.0%-0.3%0.136%
7/17/2025 Montis Financial LLC2,682$215K0.1%-19.4%0.008%
7/17/2025 Avior Wealth Management LLC635,237$50.97M1.8%+3.6%1.818%
7/16/2025 Marmo Financial Group LLC111,569$8.95M4.5%+1.5%0.319%
7/16/2025 Independent Wealth Network Inc.2,634$211K0.1%-27.5%0.008%
7/16/2025 Lloyd Advisory Services LLC.18,019$1.45M0.7%-6.7%0.052%
7/16/2025 PFS Partners LLC96,377$7.73M3.9%+0.7%0.276%
7/16/2025 American National Bank & Trust2,512$202K0.0%N/A0.007%
7/15/2025 McAdam LLC19,563$1.57M0.1%+280.0%0.056%
7/15/2025 TD Private Client Wealth LLC2,544$204K0.0%-5.7%0.007%
7/15/2025 James J. Burns & Company LLC34,053$2.73M0.4%+138.2%0.097%
7/15/2025 Forte Capital LLC ADV68,994$5.54M0.6%+8.1%0.197%
7/15/2025 Revisor Wealth Management LLC4,027$326K0.1%-3.0%0.012%
7/14/2025 AdvisorNet Financial Inc15,293$1.23M0.1%-22.2%0.044%
7/14/2025 Ridgewood Investments LLC8,534$685K0.3%-8.9%0.024%
7/14/2025 Flagstar Advisors Inc.6,519$523K0.1%-4.0%0.019%
7/14/2025 Park Avenue Securities LLC7,443$597K0.0%-2.8%0.021%
7/14/2025 Matrix Trust Co186,218$14.94M2.4%+1.3%0.533%
7/11/2025 Scott Capital Advisors LLC120,266$9.75M2.6%-0.2%0.344%
7/11/2025 Silver Oak Securities Incorporated10,948$878K0.1%-16.4%0.031%
7/11/2025 LongView Wealth Management3,684$296K0.1%N/A0.011%
7/11/2025 OxenFree Capital LLC80,414$6.45M4.0%+4.5%0.230%
7/10/2025 Orgel Wealth Management LLC295,906$23.74M0.6%-1.4%0.847%
7/10/2025 HF Advisory Group LLC13,681$1.10M0.4%+6.3%0.039%
7/10/2025 Wealth Enhancement Advisory Services LLC78,321$6.37M0.0%-2.9%0.224%
7/10/2025 Secure Asset Management LLC3,182$255K0.0%N/A0.009%
7/10/2025 Signal Advisors Wealth LLC4,469$359K0.0%+18.3%0.013%
7/10/2025 Focus Financial Network Inc.21,558$1.73M0.1%+9.2%0.062%
7/10/2025 Sovran Advisors LLC33,274$2.69M0.3%-32.4%0.095%
7/9/2025 Capital Wealth Management LLC172,391$13.83M5.2%+6.8%0.493%
7/9/2025 Procyon Advisors LLC2,596$208K0.0%N/A0.007%
7/9/2025 Fermata Advisors LLC6,058$486K0.1%-16.6%0.017%
7/9/2025 Breakwater Capital Group2,497$200K0.0%N/A0.007%
7/9/2025 Burt Wealth Advisors9,504$763K0.2%+13.1%0.027%
7/9/2025 First Bank & Trust9,425$756K0.1%+21.6%0.027%
7/9/2025 Key Client Fiduciary Advisors LLC7,820$627K0.3%+5.5%0.022%
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7/8/2025 PTM Wealth Management LLC119,309$9.70M6.4%+12.3%0.341%
7/8/2025 Parallel Advisors LLC1,848$148K0.0%+31.1%0.005%
7/7/2025 Capital Asset Advisory Services LLC17,070$1.37M0.1%-2.5%0.049%
7/7/2025 Verde Capital Management63,803$5.12M1.3%+7.7%0.183%
7/7/2025 Whitaker Myers Wealth Managers LTD.7,201$578K0.1%-5.8%0.021%
7/7/2025 Nova Wealth Management Inc.16,168$1.30M1.0%+274.3%0.046%
5/29/2025 Nova Wealth Management Inc.4,319$309K0.3%+4,219.0%0.013%
5/21/2025 McAdam LLC5,148$368K0.0%-27.9%0.015%
5/21/2025Geneos Wealth Management Inc.6,526$466K0.0%+10.5%0.019%
5/20/2025Fortis Capital Advisors LLC3,452$247K0.1%N/A0.010%
5/20/2025Belpointe Asset Management LLC14,259$1.02M0.1%+34.4%0.042%
5/20/2025Integrity Alliance LLC.19,269$1.38M0.1%N/A0.056%
5/19/2025Jane Street Group LLC17,829$1.27M0.0%+40.3%0.052%
5/16/2025Faithward Advisors LLC6,297$450K0.1%+16.0%0.018%
5/16/2025Coppell Advisory Solutions LLC2,989$214K0.0%+51.0%0.009%
5/16/2025Arete Wealth Advisors LLC26,045$1.86M0.1%+1.2%0.076%
5/16/2025Everstar Asset Management LLC6,650$475K0.1%-16.5%0.019%
5/16/2025Cape Investment Advisory Inc.11,708$836K0.3%-4.3%0.034%
5/16/2025NewEdge Advisors LLC34,574$2.47M0.0%-15.4%0.101%
5/15/2025Royal Bank of Canada468,698$33.48M0.0%+6.7%1.370%
5/15/2025MAI Capital Management4,593$328K0.0%-10.7%0.013%
5/15/2025Baird Financial Group Inc.15,624$1.12M0.0%-73.1%0.046%
5/14/2025Comerica Bank23,166$1.66M0.0%-3.2%0.068%
5/14/2025Smartleaf Asset Management LLC2,335$166K0.0%+19.9%0.007%
5/14/2025Northwestern Mutual Wealth Management Co.726,769$51.91M0.0%+13.9%2.125%
5/14/2025Kestra Advisory Services LLC22,086$1.58M0.0%-10.3%0.065%
5/14/2025Compound Planning Inc.14,919$1.07M0.0%+8.2%0.044%
5/14/2025Ameriprise Financial Inc.1,828,545$130.65M0.0%+31.2%5.347%
5/14/2025Capital Analysts LLC11,672$834K0.0%-1.6%0.034%
5/13/2025Steward Partners Investment Advisory LLC88,804$6.34M0.1%+1.1%0.260%
5/13/2025Raymond James Financial Inc.942,937$67.35M0.0%+4.3%2.757%
5/13/2025DDFG Inc35,268$2.52M0.7%+154.9%0.103%
5/13/2025Nations Financial Group Inc. IA ADV108,937$7.78M0.6%+8.1%0.319%
5/13/2025HRC Wealth Management LLC11,706$836K0.5%-14.6%0.034%
5/13/2025HighTower Advisors LLC30,545$2.18M0.0%-1.6%0.089%
5/13/2025Elevation Capital Advisory LLC122,260$8.73M3.8%N/A0.357%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,841$204K0.0%-5.6%0.008%
5/12/2025Truepoint Inc.21,151$1.51M0.0%N/A0.061%
5/12/2025Beam Wealth Advisors Inc.25,535$1.82M0.6%+9.8%0.074%
5/9/2025Atria Wealth Solutions Inc.14,178$1.01M0.0%+3.2%0.041%
5/9/2025Horizon Family Wealth Inc.3,838$274K0.2%-21.7%0.011%
5/9/2025Commonwealth Equity Services LLC612,373$43.74M0.1%+0.4%1.778%
5/9/2025Blair William & Co. IL30,216$2.16M0.0%+2.2%0.088%
5/9/2025PNC Financial Services Group Inc.19,942$1.42M0.0%+1.7%0.058%
5/8/2025IFG Advisory LLC4,826$345K0.0%-35.2%0.014%
5/8/2025Certified Advisory Corp67,132$4.80M0.5%-0.7%0.195%
5/8/2025MGO One Seven LLC112,865$8.06M0.3%+3.7%0.328%
5/8/2025Private Advisory Group LLC12,729$909K0.1%-12.7%0.037%
5/8/2025Tandem Financial LLC66,428$4.75M5.1%+1.3%0.193%
5/7/2025 PTM Wealth Management LLC106,229$7.59M7.3%N/A0.308%
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5/7/2025Foundations Investment Advisors LLC5,153$368K0.0%-86.4%0.015%
5/7/2025Nemes Rush Group LLC364$26K0.0%N/A0.001%
5/7/2025LPL Financial LLC2,011,284$143.67M0.1%+69.1%5.838%
5/7/2025Keyvantage Wealth LLC10,578$756K0.4%-55.4%0.031%
5/7/2025Bedel Financial Consulting Inc.151,151$11.03M1.6%+63.9%0.439%
5/7/2025Cosner Financial Group LLC275,817$19.70M12.0%+8.8%0.801%
5/7/2025Integrated Investment Consultants LLC123,849$8.64M1.2%+8.9%0.362%
5/7/2025Caliber Wealth Management LLC KS39,789$2.84M0.4%N/A0.115%
5/6/2025Assetmark Inc.4,840$346K0.0%+4.7%0.014%
5/6/2025Cetera Investment Advisers284,479$20.32M0.0%+10.9%0.826%
(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, 343 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), Avior Wealth Management LLC ($50.97M), Raymond James Financial Services Advisors Inc. ($44.19M), and Commonwealth Equity Services LLC ($43.74M).Learn more on iShares Morningstar Mid-Cap Growth ETF's institutional investors.

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

Of the 306 institutional investors that purchased iShares Morningstar Mid-Cap Growth ETF's 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), Avior Wealth Management LLC ($478.74K), and Strategic Financial Concepts LLC ($458.39K).

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

Institutional investors have bought a total of 7,950,623 shares in the last 24 months. This purchase volume represents approximately $585.69M in transactions.

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

Of the 117 institutional investors that sold iShares Morningstar Mid-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($557.36K), Marmo Financial Group LLC ($97.84K), Commonwealth Equity Services LLC ($94.61K), Private Advisor Group LLC ($88.93K), Envestnet Asset Management Inc. ($62.94K), Atria Wealth Solutions Inc. ($51.51K), and Kingsview Wealth Management LLC ($44.39K).

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

Institutional investors have sold a total of 1,576,847 shares in the last 24 months. This volume of shares sold represents approximately $111.95M in transactions.



This page (NYSEARCA:IMCG) was last updated on 7/19/2025 by MarketBeat.com Staff
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