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

iShares Morningstar Mid-Cap Growth ETF logo
$94.90 -0.62 (-0.65%)
Closing price 04:10 PM Eastern
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$94.90 0.00 (0.00%)
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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)
236
Total
Institutional Inflows
(last 12 months)
$503.92M
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$102.59M
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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
9/23/2026 Envestnet Asset Management Inc.144,107$14.17M0.0%-11.0%0.340%
9/9/2026 Capital Analysts LLC12,429$1.22M0.0%+2.7%0.030%
9/9/2026 Integrated Wealth Concepts LLC30,966$3.04M0.0%-3.9%0.075%
9/9/2026 NewEdge Advisors LLC109,197$10.73M0.0%+17.9%0.265%
9/9/2026 XY Planning Network Inc.3,503$344K0.0%N/A0.008%
9/8/2026 Allworth Financial LP2,336$230K0.0%-22.3%0.006%
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%
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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%
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%
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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%
4/23/2026Marmo Financial Group LLC38,935$3.07M1.5%-1.5%0.098%


IMCG Institutional Ownership - Frequently Asked Questions

During the previous two years, 399 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 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. ($2.27M), 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 6,261,636 shares in the last 24 months. This purchase volume represents approximately $503.92M in transactions.

Of the 131 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 1,217,141 shares in the last 24 months. This volume of shares sold represents approximately $100.84M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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