Go Pro
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free IMCG Stock Alerts

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

iShares Morningstar Mid-Cap Growth ETF logo
$96.46 +1.07 (+1.12%)
As of 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)
235
Total
Institutional Inflows
(last 12 months)
$502.14M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$100.65M
Get IMCG Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Mid-Cap Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP8,617$847K0.0%-8.5%0.021%
8/23/2026 Studio Investment Management LLC3,827$376K0.1%+21.4%0.009%
8/23/2026 Ameritas Advisory Services LLC4,189$412K0.0%N/A0.010%
8/23/2026 Operose Advisors LLC659$65K0.0%-25.8%0.002%
8/23/2026 Nilsine Partners LLC19,690$1.94M0.1%+1.3%0.048%
8/23/2026 Nvest Financial LLC2,064$203K0.1%N/A0.005%
8/22/2026 Jim Saulnier & Associates LLC8,398$826K0.4%-52.9%0.020%
8/21/2026 Rodgers & Associates LTD236,684$23.27M1.7%-3.1%0.574%
8/21/2026 Secure Asset Management LLC4,052$398K0.1%-6.2%0.010%
8/21/2026 Capital Wealth Management LLC243,505$23.94M5.0%+7.3%0.590%
8/21/2026 Bedel Financial Consulting Inc.167,366$16.45M1.5%+1.3%0.406%
8/20/2026 Orgel Wealth Management LLC284,164$27.93M0.5%-2.6%0.689%
7/10/2026 Accel Wealth Management33,332$3.28M0.7%-1.6%0.082%
7/10/2026 HRC Wealth Management LLC10,166$999K0.4%-10.9%0.025%
7/10/2026 Scott Capital Advisors LLC113,384$11.15M1.7%-1.4%0.278%
7/10/2026 Wealthcare Advisory Partners LLC11,571$1.14M0.0%+4.3%0.028%
7/9/2026 First Bank & Trust22,163$2.18M0.3%+21.8%0.054%
7/9/2026 Key Client Fiduciary Advisors LLC10,660$1.05M0.3%+8.5%0.026%
7/9/2026 Matrix Trust Co205,307$20.18M2.9%+0.7%0.503%
7/9/2026 Focus Financial Network Inc.18,832$1.85M0.1%-3.2%0.046%
7/9/2026 Capital Wealth Management LLC243,505$23.94M5.8%+7.3%0.597%
7/9/2026 OxenFree Capital LLC111,446$10.80M4.9%+0.9%0.273%
7/9/2026 Breakwater Capital Group2,365$232K0.0%-10.5%0.006%
7/8/2026 Clark Asset Management LLC3,842$378K0.0%+46.4%0.009%
7/8/2026 Evanson Financial LLC3,000$295K0.0%N/A0.007%
7/8/2026 Eclectic Associates Inc. ADV263,644$25.92M3.0%+6.1%0.646%
7/7/2026 Fermata Advisors LLC5,524$543K0.1%+2.7%0.014%
7/7/2026 Dynamic Advisor Solutions LLC3,950$388K0.0%-3.6%0.010%
7/7/2026 Avior Wealth Management LLC310,631$30.54M0.8%-30.4%0.761%
6/18/2026 Western Wealth Management LLC1,980$156K0.0%N/A0.005%
6/3/2026 NewEdge Advisors LLC92,615$7.30M0.0%+39.4%0.234%
6/1/2026 Integrated Investment Consultants LLC133,072$10.48M2.2%+6.5%0.336%
6/1/2026 Keel Point LLC3,044$240K0.0%N/A0.008%
5/29/2026 Ipsen Advisor Group LLC80,501$6.34M4.4%+1.9%0.203%
5/28/2026 Maripau Wealth Management LLC6,614$521K0.2%+3.4%0.017%
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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%
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%
4/27/2026Integrity 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%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
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%
4/23/2026Marmo 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%


IMCG Institutional Ownership - Frequently Asked Questions

During the previous two years, 398 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 Commonwealth Equity Services LLC ($44.96M).Learn more on iShares Morningstar Mid-Cap Growth ETF's institutional investors.

Of the 353 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. ($2.27M), LPL Financial LLC ($1.18M), Raymond James Financial Inc. ($1.00M), Ameriprise Financial Inc. ($617.27K), AdvisorShares Investments LLC ($546.73K), Baer Investment Advisory LLC ($431.98K), and Rockport Wealth LLC ($406.60K).

Institutional investors have bought a total of 6,244,113 shares in the last 24 months. This purchase volume represents approximately $502.14M in transactions.

Of the 130 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: Rockport Wealth LLC ($194.61K), Avior Wealth Management LLC ($145.01K), Marmo Financial Group LLC ($72.63K), Private Advisor Group LLC ($65.26K), Commonwealth Equity Services LLC ($60.71K), GGM Financials LLC ($53.33K), and Osaic Holdings Inc. ($49.43K).

Institutional investors have sold a total of 1,215,213 shares in the last 24 months. This volume of shares sold represents approximately $100.65M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IMCG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel