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

iShares Morningstar Mid-Cap Growth ETF logo
$91.35 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
264
Total
Institutional Inflows
(last 12 months)
$605.00M
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$153.48M
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Skip Chart & View Institutional Buying and Selling Data

IMCG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC1,980$156K0.0%N/A0.005%
5/19/2026 Bank of America Corp DE567,589$44.71M0.0%+2.8%1.433%
5/18/2026 Royal Bank of Canada269,419$21.22M0.0%-0.3%0.680%
5/14/2026 Sentinel Advisory Group LLC9,000$709K0.3%N/A0.023%
5/14/2026 Hilltop Holdings Inc.22,340$1.76M0.2%+1.9%0.056%
5/14/2026 Compound Planning Inc.8,522$671K0.0%-8.7%0.022%
5/14/2026 Lido Advisors LLC2,674$211K0.0%N/A0.007%
5/13/2026 Cetera Investment Advisers943,563$74.32M0.1%+2.9%2.383%
5/8/2026 Pacific Sun Financial Corp13,193$1.04M0.5%+4.8%0.033%
5/8/2026 PNC Financial Services Group Inc.20,726$1.63M0.0%+3.9%0.052%
5/8/2026 Summit Asset Management LLC57,377$4.52M0.6%-0.7%0.145%
5/8/2026 Wilkerson Advisory Group LLC11,600$914K0.3%+5.1%0.029%
5/7/2026 Meeder Advisory Services Inc.3,487$275K0.0%-42.6%0.009%
5/7/2026 Liberty Square Wealth Partners LLC20,688$1.63M0.5%-2.7%0.052%
5/6/2026 Aire Advisors LLC31,179$2.46M0.4%-0.6%0.079%
5/6/2026 Cornerstone Planning Group LLC382,492$30.13M4.2%+8.6%0.966%
5/6/2026 Assetmark Inc.4,747$374K0.0%-30.4%0.012%
5/6/2026 Independent Financial Group LLC15,042$1.19M0.0%N/A0.038%
5/5/2026 Rockport Wealth LLC210,407$16.57M3.0%-47.7%0.531%
5/5/2026 D.A. Davidson & CO.5,378$424K0.0%+12.2%0.014%
5/5/2026 Sanctuary Advisors LLC3,197$252K0.0%N/A0.008%
5/5/2026 BlueChip Wealth Advisors LLC2,629$207K0.1%-52.7%0.007%
5/5/2026 Sigma Planning Corp129,887$10.23M0.3%+1.5%0.328%
5/4/2026 Bedel Financial Consulting Inc.165,140$13.01M1.5%+3.7%0.417%
5/4/2026 Kellett Wealth Advisors LLC56,619$4.46M2.4%+4.9%0.143%
5/4/2026 Procyon Advisors LLC2,596$204K0.0%-7.5%0.007%
5/2/2026 International Assets Investment Management LLC497$40K0.0%-86.4%0.001%
5/2/2026 Diversify Wealth Management LLC58,319$5.02M0.1%+33.2%0.147%
5/2/2026 Carnegie Investment Counsel15,991$1.26M0.0%+1.9%0.040%
5/1/2026 Castle Wealth Management LLC65,661$5.17M1.7%+4.5%0.166%
5/1/2026 Fifth Third Bancorp12,206$962K0.0%+2,636.8%0.031%
5/1/2026 Sovran Advisors LLC25,272$1.99M0.2%+1.0%0.064%
5/1/2026 American Trust62,034$4.89M0.4%-0.7%0.157%
4/30/2026 Ibex Wealth Advisors8,383$660K0.1%N/A0.021%
4/30/2026 Kestra Advisory Services LLC71,521$5.63M0.0%+18.8%0.181%
4/30/2026 Money Concepts Capital Corp17,666$1.39M0.1%+1.9%0.045%
4/30/2026 Beam Wealth Advisors Inc.260,379$20.51M5.1%+530.1%0.658%
4/30/2026 CFS Investment Advisory Services LLC3,350$292K0.0%-44.6%0.008%
4/30/2026 IAG Wealth Partners LLC229,955$18.11M2.0%+2.8%0.581%
4/29/2026 Marino Stram & Associates LLC70,492$5.55M1.0%+11.1%0.178%
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4/29/2026 Silver Oak Wealth Advisors Services LLC88,437$6.97M4.5%+2.6%0.224%
4/29/2026 Unified Investment Management4,285$338K0.3%+3.3%0.011%
4/28/2026 Bogart Wealth LLC2,815$222K0.0%-9.5%0.007%
4/28/2026 Stephens Inc. AR3,300$260K0.0%+23.3%0.008%
4/28/2026 NBT Bank N A NY1,652$130K0.0%+1,965.0%0.004%
4/28/2026 Revisor Wealth Management LLC5,067$399K0.1%+13.6%0.013%
4/28/2026 Hunter Associates Investment Management LLC21,603$1.70M0.2%-3.5%0.055%
4/27/2026 Integrity Wealth Partners LLC11,720$923K0.8%N/A0.030%
4/27/2026 Baer Investment Advisory LLC431,977$34.03M4.2%N/A1.092%
4/27/2026 World Investment Advisors9,149$721K0.0%+2.4%0.023%
4/27/2026 Private Advisor Group LLC72,096$5.68M0.0%-44.3%0.182%
4/27/2026 Elevation Point Wealth Partners LLC139,661$11.00M0.3%+9.5%0.353%
4/25/2026 KPP Advisory Services LLC13,708$1.08M0.2%-8.1%0.035%
4/25/2026 Innova Wealth Partners3,170$250K0.1%N/A0.008%
4/24/2026 Capital Asset Advisory Services LLC17,934$1.41M0.1%-0.7%0.045%
4/24/2026 Prospect Financial Services LLC37,922$2.99M1.8%+0.8%0.096%
4/23/2026 Caliber Wealth Management LLC KS31,182$2.46M0.3%-3.5%0.079%
4/23/2026 Flagstar Advisors Inc.6,130$483K0.2%-6.0%0.015%
4/23/2026 Marmo Financial Group LLC38,935$3.07M1.5%-1.5%0.098%
4/23/2026 Asset Allocation Strategies LLC5,955$469K0.1%-6.9%0.015%
4/23/2026 Pinnacle Bancorp Inc.1,751$138K0.0%-20.9%0.004%
4/22/2026 DDFG Inc77,581$6.11M1.3%+53.8%0.196%
4/22/2026 Janney Montgomery Scott LLC50,026$3.94M0.0%+1.8%0.126%
4/22/2026 Onyx Bridge Wealth Group LLC7,979$629K0.1%-7.1%0.020%
4/22/2026 Trilogy Capital Inc.3,652$288K0.0%-18.6%0.009%
4/22/2026 Towne Trust Company N.A36,941$2.91M0.9%+15.0%0.094%
4/22/2026 Mayfair Advisory Group LLC6,164$486K0.2%-18.0%0.016%
4/21/2026 HF Advisory Group LLC15,166$1.20M0.4%-2.7%0.039%
4/21/2026 GHP Investment Advisors Inc.26,782$2.11M0.1%-0.6%0.068%
4/21/2026 Falcon Wealth Planning7,831$617K0.0%-1.9%0.020%
4/21/2026 Triangle Securities Wealth Management4,679$369K0.1%+20.4%0.012%
4/21/2026 Silver Oak Securities Incorporated15,738$1.24M0.1%-0.8%0.040%
4/20/2026 Breakwater Capital Group2,643$208K0.0%N/A0.007%
4/20/2026 Provenance Wealth Advisors LLC1,034$81K0.0%-31.1%0.003%
4/18/2026 Faithward Advisors LLC22,310$1.76M0.2%+63.2%0.057%
4/17/2026 Capital Wealth Management LLC226,883$17.87M4.8%+14.2%0.577%
4/17/2026 Certified Advisory Corp97,866$7.71M0.7%+22.8%0.249%
4/17/2026 Signal Advisors Wealth LLC9,518$750K0.1%+2.1%0.024%
4/17/2026 AdvisorNet Financial Inc11,951$941K0.0%-2.7%0.030%
4/17/2026 Verde Capital Management77,518$6.11M1.3%+11.0%0.197%
4/17/2026 James J. Burns & Company LLC43,436$3.42M0.5%-2.5%0.111%
4/17/2026 Everstar Asset Management LLC4,580$361K0.2%-16.0%0.012%
4/17/2026 OxenFree Capital LLC110,463$9.43M4.6%+20.3%0.281%
4/16/2026 Allegheny Financial Group220,414$17.36M2.3%+36.2%0.561%
4/15/2026 Nations Financial Group Inc. IA ADV138,725$10.93M0.6%+6.9%0.352%
3/17/2026 Rockefeller Capital Management L.P.867$69K0.0%-64.5%0.002%
3/13/2026 World Investment Advisors8,934$713K0.0%N/A0.023%
3/9/2026 Corient Private Wealth LLC9,486$757K0.0%-8.6%0.024%
3/3/2026Integrated Investment Consultants LLC124,994$9.98M2.0%-2.0%0.321%
2/23/2026 Monetary Solutions Ltd4,028$322K0.3%N/A0.010%
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2/19/2026 Axxcess Wealth Management LLC17,996$1.44M0.0%+3.3%0.046%
2/19/2026 Corient Private Wealth LLC9,486$757K0.0%-8.6%0.024%
2/18/2026 Mercer Global Advisors Inc. ADV27,564$2.20M0.0%-21.3%0.071%
2/18/2026 Onyx Bridge Wealth Group LLC8,591$686K0.1%-20.8%0.022%
2/18/2026 NewEdge Advisors LLC66,430$5.30M0.0%+0.6%0.171%
2/18/2026 Evolve Private Wealth LLC6,987$558K0.0%N/A0.018%
2/18/2026 American Trust62,488$4.99M0.4%-43.8%0.161%
2/17/2026 AQR Capital Management LLC2,797$223K0.0%+10.8%0.007%
2/17/2026 Cetera Investment Advisers916,927$73.21M0.1%+7.6%2.357%
2/17/2026 Equitable Holdings Inc.208,688$16.66M0.1%-2.7%0.536%


IMCG Institutional Ownership - Frequently Asked Questions

During the previous two years, 396 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap Growth ETF. The most heavily invested institutionals were LPL Financial LLC ($195.47M), Ameriprise Financial Inc. ($119.65M), Morgan Stanley ($91.77M), Raymond James Financial Inc. ($82.99M), Cetera Investment Advisers ($74.32M), Northwestern Mutual Wealth Management Co. ($67.18M), and Avior Wealth Management LLC ($49.96M).Learn more on iShares Morningstar Mid-Cap Growth ETF's institutional investors.

Of the 355 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: Northwestern Mutual Wealth Management Co. ($2.30M), LPL Financial LLC ($1.18M), Raymond James Financial Inc. ($1.00M), Ameriprise Financial Inc. ($617.27K), AdvisorShares Investments LLC ($546.73K), Strategic Financial Concepts LLC ($455.01K), and Baer Investment Advisory LLC ($431.98K).

Institutional investors have bought a total of 7,541,526 shares in the last 24 months. This purchase volume represents approximately $605.00M in transactions.

Of the 162 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: Ameriprise Financial Inc. ($382.30K), Rockport Wealth LLC ($194.61K), Creative Financial Designs Inc. ADV ($145.82K), Elevation Capital Advisory LLC ($117.35K), Marmo Financial Group LLC ($72.63K), Private Advisor Group LLC ($65.26K), and Commonwealth Equity Services LLC ($60.71K).

Institutional investors have sold a total of 1,911,007 shares in the last 24 months. This volume of shares sold represents approximately $153.48M in transactions.


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This page (NYSEARCA:IMCG) was last updated on 5/26/2026 by MarketBeat.com Staff.
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