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

iShares Morningstar Mid-Cap Growth ETF logo
$97.27 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG)

Number of
Institutional Buyers
(last 12 months)
265
Total
Institutional Inflows
(last 12 months)
$607.92M
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
6/18/2026Western Wealth Management LLC1,980$156K0.0%N/A0.005%
6/3/2026NewEdge Advisors LLC92,615$7.30M0.0%+39.4%0.234%
6/1/2026Integrated Investment Consultants LLC133,072$10.48M2.2%+6.5%0.336%
6/1/2026Keel Point LLC3,044$240K0.0%N/A0.008%
5/29/2026Ipsen Advisor Group LLC80,501$6.34M4.4%+1.9%0.203%
5/28/2026Maripau Wealth Management LLC6,614$521K0.2%+3.4%0.017%
5/19/2026Western Wealth Management LLC1,980$156K0.0%N/A0.005%
5/19/2026Bank of America Corp DE567,589$44.71M0.0%+2.8%1.433%
5/18/2026Royal Bank of Canada269,419$21.22M0.0%-0.3%0.680%
5/14/2026Sentinel Advisory Group LLC9,000$709K0.3%N/A0.023%
5/14/2026Hilltop Holdings Inc.22,340$1.76M0.2%+1.9%0.056%
5/14/2026Compound Planning Inc.8,522$671K0.0%-8.7%0.022%
5/14/2026Lido Advisors LLC2,674$211K0.0%N/A0.007%
5/13/2026Cetera Investment Advisers943,563$74.32M0.1%+2.9%2.383%
5/8/2026Pacific Sun Financial Corp13,193$1.04M0.5%+4.8%0.033%
5/8/2026PNC Financial Services Group Inc.20,726$1.63M0.0%+3.9%0.052%
5/8/2026Summit Asset Management LLC57,377$4.52M0.6%-0.7%0.145%
5/8/2026Wilkerson Advisory Group LLC11,600$914K0.3%+5.1%0.029%
5/7/2026Meeder Advisory Services Inc.3,487$275K0.0%-42.6%0.009%
5/7/2026Liberty Square Wealth Partners LLC20,688$1.63M0.5%-2.7%0.052%
5/6/2026Aire Advisors LLC31,179$2.46M0.4%-0.6%0.079%
5/6/2026Cornerstone Planning Group LLC382,492$30.13M4.2%+8.6%0.966%
5/6/2026Assetmark Inc.4,747$374K0.0%-30.4%0.012%
5/6/2026Independent Financial Group LLC15,042$1.19M0.0%N/A0.038%
5/5/2026Rockport Wealth LLC210,407$16.57M3.0%-47.7%0.531%
5/5/2026D.A. Davidson & CO.5,378$424K0.0%+12.2%0.014%
5/5/2026Sanctuary Advisors LLC3,197$252K0.0%N/A0.008%
5/5/2026BlueChip Wealth Advisors LLC2,629$207K0.1%-52.7%0.007%
5/5/2026Sigma Planning Corp129,887$10.23M0.3%+1.5%0.328%
5/4/2026Bedel Financial Consulting Inc.165,140$13.01M1.5%+3.7%0.417%
5/4/2026Kellett Wealth Advisors LLC56,619$4.46M2.4%+4.9%0.143%
5/4/2026Procyon Advisors LLC2,596$204K0.0%-7.5%0.007%
5/2/2026International Assets Investment Management LLC497$40K0.0%-86.4%0.001%
5/2/2026Diversify Wealth Management LLC58,319$5.02M0.1%+33.2%0.147%
5/2/2026Carnegie Investment Counsel15,991$1.26M0.0%+1.9%0.040%
5/1/2026Castle Wealth Management LLC65,661$5.17M1.7%+4.5%0.166%
5/1/2026Fifth Third Bancorp12,206$962K0.0%+2,636.8%0.031%
5/1/2026Sovran Advisors LLC25,272$1.99M0.2%+1.0%0.064%
5/1/2026American Trust62,034$4.89M0.4%-0.7%0.157%
4/30/2026Ibex Wealth Advisors8,383$660K0.1%N/A0.021%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
4/30/2026Kestra Advisory Services LLC71,521$5.63M0.0%+18.8%0.181%
4/30/2026Money Concepts Capital Corp17,666$1.39M0.1%+1.9%0.045%
4/30/2026Beam Wealth Advisors Inc.260,379$20.51M5.1%+530.1%0.658%
4/30/2026CFS Investment Advisory Services LLC3,350$292K0.0%-44.6%0.008%
4/30/2026IAG Wealth Partners LLC229,955$18.11M2.0%+2.8%0.581%
4/29/2026Marino Stram & Associates LLC70,492$5.55M1.0%+11.1%0.178%
4/29/2026Silver Oak Wealth Advisors Services LLC88,437$6.97M4.5%+2.6%0.224%
4/29/2026Unified Investment Management4,285$338K0.3%+3.3%0.011%
4/28/2026Bogart Wealth LLC2,815$222K0.0%-9.5%0.007%
4/28/2026Stephens Inc. AR3,300$260K0.0%+23.3%0.008%
4/28/2026NBT Bank N A NY1,652$130K0.0%+1,965.0%0.004%
4/28/2026Revisor Wealth Management LLC5,067$399K0.1%+13.6%0.013%
4/28/2026Hunter Associates Investment Management LLC21,603$1.70M0.2%-3.5%0.055%
4/27/2026Integrity Wealth Partners LLC11,720$923K0.8%N/A0.030%
4/27/2026Baer Investment Advisory LLC431,977$34.03M4.2%N/A1.092%
4/27/2026World Investment Advisors9,149$721K0.0%+2.4%0.023%
4/27/2026Private Advisor Group LLC72,096$5.68M0.0%-44.3%0.182%
4/27/2026Elevation Point Wealth Partners LLC139,661$11.00M0.3%+9.5%0.353%
4/25/2026KPP Advisory Services LLC13,708$1.08M0.2%-8.1%0.035%
4/25/2026Innova Wealth Partners3,170$250K0.1%N/A0.008%
4/24/2026Capital Asset Advisory Services LLC17,934$1.41M0.1%-0.7%0.045%
4/24/2026Prospect Financial Services LLC37,922$2.99M1.8%+0.8%0.096%
4/23/2026Caliber Wealth Management LLC KS31,182$2.46M0.3%-3.5%0.079%
4/23/2026Flagstar Advisors Inc.6,130$483K0.2%-6.0%0.015%
4/23/2026Marmo Financial Group LLC38,935$3.07M1.5%-1.5%0.098%
4/23/2026Asset Allocation Strategies LLC5,955$469K0.1%-6.9%0.015%
4/23/2026Pinnacle Bancorp Inc.1,751$138K0.0%-20.9%0.004%
4/22/2026DDFG Inc77,581$6.11M1.3%+53.8%0.196%
4/22/2026Janney Montgomery Scott LLC50,026$3.94M0.0%+1.8%0.126%
4/22/2026Onyx Bridge Wealth Group LLC7,979$629K0.1%-7.1%0.020%
4/22/2026Trilogy Capital Inc.3,652$288K0.0%-18.6%0.009%
4/22/2026Towne Trust Company N.A36,941$2.91M0.9%+15.0%0.094%
4/22/2026Mayfair Advisory Group LLC6,164$486K0.2%-18.0%0.016%
4/21/2026HF Advisory Group LLC15,166$1.20M0.4%-2.7%0.039%
4/21/2026GHP Investment Advisors Inc.26,782$2.11M0.1%-0.6%0.068%
4/21/2026Falcon Wealth Planning7,831$617K0.0%-1.9%0.020%
4/21/2026Triangle Securities Wealth Management4,679$369K0.1%+20.4%0.012%
4/21/2026Silver Oak Securities Incorporated15,738$1.24M0.1%-0.8%0.040%
4/20/2026Breakwater Capital Group2,643$208K0.0%N/A0.007%
4/20/2026Provenance Wealth Advisors LLC1,034$81K0.0%-31.1%0.003%
4/18/2026Faithward Advisors LLC22,310$1.76M0.2%+63.2%0.057%
4/17/2026Capital Wealth Management LLC226,883$17.87M4.8%+14.2%0.577%
4/17/2026Certified Advisory Corp97,866$7.71M0.7%+22.8%0.249%
4/17/2026Signal Advisors Wealth LLC9,518$750K0.1%+2.1%0.024%
4/17/2026AdvisorNet Financial Inc11,951$941K0.0%-2.7%0.030%
4/17/2026Verde Capital Management77,518$6.11M1.3%+11.0%0.197%
4/17/2026James J. Burns & Company LLC43,436$3.42M0.5%-2.5%0.111%
4/17/2026Everstar Asset Management LLC4,580$361K0.2%-16.0%0.012%
4/17/2026OxenFree Capital LLC110,463$9.43M4.6%+20.3%0.281%
4/16/2026Allegheny Financial Group220,414$17.36M2.3%+36.2%0.561%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
4/15/2026Nations Financial Group Inc. IA ADV138,725$10.93M0.6%+6.9%0.352%
3/17/2026Rockefeller Capital Management L.P.867$69K0.0%-64.5%0.002%
3/13/2026World Investment Advisors8,934$713K0.0%N/A0.023%
3/9/2026Corient Private Wealth LLC9,486$757K0.0%-8.6%0.024%
3/3/2026Integrated Investment Consultants LLC124,994$9.98M2.0%-2.0%0.321%
2/23/2026Monetary Solutions Ltd4,028$322K0.3%N/A0.010%
2/19/2026Axxcess Wealth Management LLC17,996$1.44M0.0%+3.3%0.046%
2/19/2026Corient Private Wealth LLC9,486$757K0.0%-8.6%0.024%
2/18/2026Mercer Global Advisors Inc. ADV27,564$2.20M0.0%-21.3%0.071%
2/18/2026Onyx Bridge Wealth Group LLC8,591$686K0.1%-20.8%0.022%


IMCG Institutional Ownership - Frequently Asked Questions

During the previous two years, 397 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 356 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 7,578,294 shares in the last 24 months. This purchase volume represents approximately $607.92M 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 7/5/2026 by MarketBeat.com Staff.
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