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

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$65.87
-0.28 (-0.42%)
(As of 04/18/2024 ET)
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Stock AnalysisChartHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
197
Total
Institutional Inflows
(last 12 months)
$353.48M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$118.61M
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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
4/18/2024Steele Capital Management Inc.165,467$11.70M0.7%-2.4%0.562%
4/18/2024Scott Capital Advisors LLC150,175$10.50M3.2%+3.1%0.510%
4/17/2024Founders Financial Securities LLC11,542$816K0.1%N/A0.039%
4/16/2024Capital Asset Advisory Services LLC13,510$938K0.1%+6.4%0.046%
4/16/2024Courage Miller Partners LLC27,916$1.97M0.7%-1.6%0.095%
4/16/2024Wealth Enhancement Advisory Services LLC76,480$5.41M0.0%+26.2%0.260%
4/16/2024PFS Partners LLC90,133$6.37M4.2%+2.5%0.306%
4/15/2024Orgel Wealth Management LLC337,466$23.85M0.7%-18.5%1.146%
4/15/2024St. Johns Investment Management Company LLC900$64K0.0%-25.8%0.003%
4/15/2024Sunbelt Securities Inc.1,098$78K0.0%+300.7%0.004%
4/15/2024Flagstar Advisors Inc.8,389$593K0.2%-18.1%0.028%
4/15/2024Kingswood Wealth Advisors LLC6,035$427K0.0%N/A0.020%
4/13/2024 Evanson Asset Management LLC3,000$212K0.0%N/A0.011%
4/12/2024 Fermata Advisors LLC33,150$2.34M0.5%-44.3%0.125%
4/12/2024 Whitaker Myers Wealth Managers LTD.26,622$1.88M0.8%-1.4%0.100%
4/12/2024 Ignite Planners LLC28,350$1.99M0.6%+8.4%0.107%
4/11/2024 &PARTNERS6,644$470K0.1%N/A0.025%
4/10/2024 LexAurum Advisors LLC5,727$405K0.1%+3.5%0.022%
4/10/2024 Park Avenue Securities LLC34,090$2.41M0.0%-5.0%0.128%
4/10/2024 Ridgewood Investments LLC8,524$602K0.3%+9.8%0.032%
4/10/2024 Signal Advisors Wealth LLC6,739$476K0.1%+26.1%0.025%
4/5/2024 CWM LLC88,980$6.29M0.1%+2.2%0.335%
4/2/2024 M&R Capital Management Inc.406$29K0.0%+253.0%0.002%
3/15/2024BlueChip Wealth Advisors LLC6,172$398K0.3%N/A0.023%
3/14/2024Leo Wealth LLC29,362$2.04M0.2%N/A0.111%
3/12/2024Rovin Capital UT ADV28,623$1.85M0.8%-3.8%0.108%
3/6/2024Willner & Heller LLC8,688$560K0.6%N/A0.033%
3/1/2024Goldman Sachs Group Inc.11,559$745K0.0%-47.3%0.044%
2/21/2024American Trust10,884$701K0.1%N/A0.041%
2/20/2024Prospect Financial Services LLC19,605$1.26M1.3%N/A0.074%
2/17/2024Madison Wealth Partners Inc9,235$595K0.2%+3.7%0.035%
2/16/2024Harbour Investments Inc.5,598$361K0.0%+6.5%0.021%
2/16/2024PCA Investment Advisory Services Inc.17,072$1.10M0.7%-48.9%0.064%
2/15/2024Mercer Global Advisors Inc. ADV32,080$2.07M0.0%-24.5%0.121%
2/15/2024Townsquare Capital LLC4,424$285K0.0%-38.9%0.017%
2/15/2024Nwam LLC55,424$3.57M0.3%+68.6%0.209%
2/15/2024Baird Financial Group Inc.68,237$4.40M0.0%+40.3%0.257%
2/15/2024Comerica Bank27,378$1.77M0.0%+8.3%0.103%
2/14/2024Royal Bank of Canada367,582$23.69M0.0%+3.9%1.384%
2/14/2024Pathstone Holdings LLC11,310$729K0.0%N/A0.043%
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2/14/2024Creative Planning54,216$3.49M0.0%-18.1%0.204%
2/14/2024MGO One Seven LLC106,024$6.83M0.4%+4.7%0.399%
2/14/2024Visionary Wealth Advisors33,612$2.17M0.2%+50.7%0.127%
2/14/2024Regal Investment Advisors LLC5,621$362K0.0%-9.4%0.021%
2/14/2024Asset Allocation Strategies LLC29,715$1.92M0.7%+14.6%0.112%
2/13/2024Envestnet Asset Management Inc.204,217$13.16M0.0%+8.5%0.769%
2/13/2024Cetera Advisor Networks LLC161,463$10.41M0.1%-1.7%0.608%
2/13/2024Oppenheimer & Co. Inc.96,850$6.24M0.1%-24.6%0.365%
2/13/2024Goldman Sachs Group Inc.11,559$745K0.0%-47.3%0.044%
2/13/2024Belpointe Asset Management LLC5,992$386K0.0%N/A0.023%
2/13/2024James J. Burns & Company LLC14,671$946K0.2%-21.5%0.055%
2/12/2024Focus Financial Network Inc. ADV18,775$1.21M0.0%N/A0.071%
2/12/2024Stifel Financial Corp12,983$837K0.0%-6.1%0.049%
2/12/2024Steward Partners Investment Advisory LLC98,904$6.37M0.1%+376.3%0.373%
2/12/2024Hilltop Holdings Inc.15,254$983K0.1%-5.7%0.057%
2/9/2024Nations Financial Group Inc. IA ADV44,553$2.87M0.3%+34.2%0.168%
2/9/2024Advisory Services Network LLC7,396$477K0.0%+37.4%0.028%
2/9/2024Orion Portfolio Solutions LLC3,529$224K0.0%-81.2%0.013%
2/9/2024Cambridge Investment Research Advisors Inc.221,189$14.26M0.1%+83.2%0.833%
2/9/2024Certified Advisory Corp66,097$4.26M0.6%+1.0%0.249%
2/9/2024Assetmark Inc.980,030$63.16M0.2%+130,570.7%3.691%
2/9/2024CreativeOne Wealth LLC3,802$245K0.0%N/A0.014%
2/9/2024Corient Private Wealth LLC51,995$3.35M0.0%+27.1%0.196%
2/9/2024Wells Fargo & Company MN458,804$29.57M0.0%+1.2%1.728%
2/9/2024Gladstone Institutional Advisory LLC6,027$388K0.0%+11.3%0.023%
2/9/2024UBS Group AG497,644$32.07M0.0%+0.4%1.874%
2/8/2024Allegheny Financial Group LTD13,584$876K0.3%+7.8%0.051%
2/8/2024Kingsview Wealth Management LLC15,040$969K0.0%+47.6%0.057%
2/8/2024Bedel Financial Consulting Inc.79,304$5.11M0.9%-0.3%0.299%
2/8/2024Cosner Financial Group LLC229,243$15.42M14.1%+55.9%0.863%
2/8/2024Eudaimonia Partners LLC37,266$2.40M0.6%+1.9%0.140%
2/8/2024Janney Montgomery Scott LLC45,508$2.93M0.0%+37.6%0.171%
2/8/2024Horizon Family Wealth Inc.24,706$1.59M1.3%+14.3%0.093%
2/8/2024Pacific Sun Financial Corp12,653$815K0.5%-1.8%0.048%
2/7/2024Avantax Advisory Services Inc.332,226$21.41M0.2%+12.6%1.251%
2/7/2024McKinley Carter Wealth Services Inc.9,378$604K0.0%-25.3%0.035%
2/7/2024 Strategic Advocates LLC3,237$209K0.1%N/A0.012%
2/7/2024Principal Securities Inc.18,517$1.19M0.0%N/A0.070%
2/7/2024Bogart Wealth LLC4,378$282K0.0%-98.8%0.016%
2/6/2024Lincoln National Corp29,974$1.93M0.0%+507.5%0.113%
2/6/2024Private Advisor Group LLC74,990$4.83M0.0%+41.3%0.282%
2/6/2024Avalon Trust Co5,605$361K0.0%N/A0.021%
2/6/2024Forte Capital LLC ADV270,062$17.41M2.4%-0.1%1.017%
2/6/2024Axxcess Wealth Management LLC12,703$819K0.0%+6.5%0.048%
2/6/2024Merit Financial Group LLC26,225$1.69M0.1%+125.5%0.099%
2/6/2024Aveo Capital Partners LLC4,879$314K0.0%N/A0.018%
2/6/2024Commonwealth Equity Services LLC533,296$34.37M0.1%+26.6%2.009%
2/6/2024First Horizon Advisors Inc.17,019$1.10M0.0%-9.6%0.064%
2/6/2024Summit Asset Management LLC61,093$3.94M0.9%-1.1%0.230%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC4,170$269K0.0%N/A0.016%
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2/5/2024Kestra Private Wealth Services LLC3,439$222K0.0%N/A0.013%
2/5/2024Steele Capital Management Inc.169,608$10.93M0.7%N/A0.639%
2/5/2024McAdam LLC6,756$435K0.0%+21.1%0.025%
2/5/2024Silver Oak Securities Incorporated10,357$668K0.1%+61.6%0.039%
2/5/2024DDFG Inc17,075$1.10M0.4%+5.9%0.064%
2/5/2024Transcend Capital Advisors LLC5,536$357K0.0%+5.8%0.021%
2/2/2024IAG Wealth Partners LLC152,532$9.83M2.2%N/A0.575%
2/2/2024Truist Financial Corp91,631$5.91M0.0%-24.5%0.345%
2/2/2024Rodgers & Associates LTD222,414$14.34M1.9%-3.0%0.838%
2/2/2024TAP Consulting LLC5,604$361K0.1%-5.3%0.021%
(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, 299 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap Growth ETF. The most heavily invested institutionals were Assetmark Inc. ($63.16M), Ameriprise Financial Inc. ($45.62M), Morgan Stanley ($43.43M), Creative Financial Designs Inc. ADV ($39.54M), Raymond James Financial Services Advisors Inc. ($39.41M), LPL Financial LLC ($39.13M), and Commonwealth Equity Services LLC ($34.37M).Learn more on IMCG's institutional investors.

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

Of the 261 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: Assetmark Inc. ($980.20K), Orgel Wealth Management LLC ($502.55K), Bogart Wealth LLC ($478.83K), Raymond James Financial Services Advisors Inc. ($432.43K), Creative Financial Designs Inc. ADV ($369.92K), First Horizon Advisors Inc. ($346.96K), and Forte Capital LLC ADV ($270.45K).

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

Institutional investors have bought a total of 11,299,777 shares in the last 24 months. This purchase volume represents approximately $657.84M in transactions.

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

Of the 156 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: Bogart Wealth LLC ($474.46K), First Horizon Advisors Inc. ($331.99K), Wells Fargo & Company MN ($270.28K), Stephens Inc. AR ($218.12K), UBS Group AG ($169.13K), Orgel Wealth Management LLC ($165.08K), and Redhawk Wealth Advisors Inc. ($160.18K).

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

Institutional investors have sold a total of 4,506,072 shares in the last 24 months. This volume of shares sold represents approximately $262.19M in transactions.


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This page (NYSEARCA:IMCG) was last updated on 4/19/2024 by MarketBeat.com Staff

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