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

iShares Morningstar Mid-Cap Growth ETF logo
$72.66 -0.62 (-0.85%)
As of 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)
225
Total
Institutional Inflows
(last 12 months)
$467.17M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$114.74M
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IMCG Institutional Buying and Selling by Quarter

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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
3/24/2025Mascagni Wealth Management Inc.3,076$232K0.2%N/A0.009%
3/17/2025 Wealth Enhancement Advisory Services LLC85,339$6.45M0.0%-5.0%0.251%
3/13/2025Silver Oak Wealth Advisors Services LLC101,555$7.67M6.8%N/A0.294%
3/12/2025 Centaurus Financial Inc.1,360$103K0.0%N/A0.004%
3/6/2025 Wood Tarver Financial Group LLC79,322$5.99M2.0%N/A0.230%
2/25/2025 B. Riley Wealth Advisors Inc.11,349$857K0.0%N/A0.033%
2/24/2025 Liberty Square Wealth Partners LLC21,514$1.71M0.6%N/A0.074%
2/24/2025 United Advisor Group LLC14,508$1.10M0.2%N/A0.050%
2/22/2025 American Trust42,014$3.17M0.2%N/A0.145%
2/20/2025 Michels Family Financial LLC8,534$645K0.6%N/A0.030%
2/20/2025 Revisor Wealth Management LLC3,341$262K0.2%N/A0.012%
2/17/2025 Visionary Wealth Advisors35,376$2.67M0.2%+2.8%0.122%
2/17/2025 Royal Bank of Canada439,327$33.18M0.0%+23.8%1.520%
2/17/2025 Kaizen Financial Strategies6,099$461K0.3%+9.2%0.021%
2/17/2025 Focus Partners Wealth2,918$220K0.0%N/A0.010%
2/17/2025 Cresset Asset Management LLC11,114$839K0.0%-28.6%0.038%
2/17/2025 Cetera Investment Advisers256,568$19.38M0.0%+6.8%0.888%
2/17/2025 Citadel Advisors LLC2,737$207K0.0%-35.8%0.009%
2/17/2025 Baird Financial Group Inc.58,181$4.39M0.0%+1.2%0.201%
2/17/2025 Bank of America Corp DE347,634$26.26M0.0%+32.5%1.203%
2/17/2025 Ameriprise Financial Inc.1,393,915$105.29M0.0%+15.1%4.823%
2/17/2025 Allegheny Financial Group58,120$4.39M1.1%+152.9%0.201%
2/14/2025 Mercer Global Advisors Inc. ADV15,355$1.16M0.0%-39.6%0.053%
2/14/2025 Eagle Strategies LLC119,082$8.99M1.6%+7.4%0.412%
2/14/2025 Jane Street Group LLC12,706$960K0.0%-53.5%0.044%
2/14/2025 Comerica Bank23,922$1.81M0.0%-10.0%0.083%
2/14/2025 AdvisorShares Investments LLC546,730$41.30M8.0%N/A1.892%
2/14/2025 Keyvantage Wealth LLC23,725$1.79M1.3%N/A0.082%
2/14/2025 Integrated Wealth Concepts LLC21,003$1.59M0.0%+1.8%0.073%
2/14/2025 Coppell Advisory Solutions LLC1,979$150K0.0%N/A0.007%
2/14/2025 MGO One Seven LLC108,806$8.22M0.3%-2.1%0.376%
2/14/2025 Susquehanna International Group LLP34,116$2.58M0.0%+78.6%0.118%
2/14/2025 Stifel Financial Corp15,158$1.15M0.0%+36.6%0.052%
2/14/2025 Landing Point Financial Group LLC2,720$215K0.2%N/A0.009%
2/14/2025 MML Investors Services LLC77,114$5.82M0.0%+8.3%0.267%
2/14/2025 GeoWealth Management LLC178,430$13.48M0.4%+38.6%0.617%
2/13/2025 Capital Square LLC29,702$2.36M1.3%+5.4%0.103%
2/13/2025 NewEdge Advisors LLC40,874$3.09M0.0%+23.3%0.141%
2/13/2025 Regal Investment Advisors LLC7,289$551K0.0%+9.3%0.025%
2/13/2025 Belpointe Asset Management LLC10,606$801K0.0%-2.2%0.037%
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2/13/2025 Mariner LLC271,571$20.51M0.0%+1.7%0.940%
2/13/2025 Granite Investment Partners LLC2,209$167K0.0%N/A0.008%
2/13/2025 Virtus Wealth Solutions LLC53,840$4.07M1.0%N/A0.186%
2/13/2025 Sagespring Wealth Partners LLC22,955$1.73M0.0%N/A0.079%
2/13/2025 Faithward Advisors LLC5,428$410K0.1%+70.9%0.019%
2/13/2025 Advisory Services Network LLC6,758$510K0.0%+20.8%0.023%
2/13/2025 Renaissance Technologies LLC19,100$1.44M0.0%+114.6%0.066%
2/13/2025 Cerity Partners LLC6,501$491K0.0%+33.0%0.022%
2/13/2025 Envestnet Asset Management Inc.207,674$15.69M0.0%-7.2%0.719%
2/13/2025 Wells Fargo & Company MN572,389$43.23M0.0%+47.9%1.981%
2/12/2025 Arete Wealth Advisors LLC25,727$1.94M0.1%+5.0%0.089%
2/12/2025 Family Legacy Inc.41,304$3.16M1.1%-1.3%0.143%
2/12/2025 WealthTrak Capital Management LLC5,860$443K0.4%N/A0.020%
2/12/2025 Blair William & Co. IL29,565$2.23M0.0%+14.7%0.102%
2/12/2025 JPMorgan Chase & Co.44,700$3.38M0.0%+108.9%0.155%
2/12/2025 Ausdal Financial Partners Inc.17,919$1.35M0.1%+7.8%0.062%
2/12/2025 Ipsen Advisor Group LLC76,297$5.76M4.9%N/A0.264%
2/12/2025 Aire Advisors LLC28,518$2.15M0.4%+2.8%0.099%
2/11/2025 Modern Wealth Management LLC3,063$245K0.0%N/A0.011%
2/11/2025 LPL Financial LLC1,189,592$89.85M0.0%+20.6%4.116%
2/11/2025 Richwood Investment Advisors LLC3,750$283K0.2%-6.7%0.013%
2/11/2025 TD Private Client Wealth LLC10,529$795K0.0%-3.5%0.036%
2/11/2025 Lee Danner & Bass Inc.1,500$113K0.0%N/A0.005%
2/10/2025 Thrivent Financial for Lutherans71,164$5.39M0.0%+70.8%0.246%
2/10/2025 Axxcess Wealth Management LLC16,881$1.28M0.0%+6.7%0.058%
2/10/2025 Creative Financial Designs Inc. ADV287,832$21.74M1.8%+2.3%0.996%
2/10/2025 Rockport Wealth LLC9,498$693K0.3%+20.0%0.033%
2/10/2025 Harbour Investments Inc.8,906$673K0.0%+10.7%0.031%
2/10/2025 Corient Private Wealth LLC14,841$1.12M0.0%-38.7%0.051%
2/10/2025 Montis Financial LLC4,896$370K0.1%N/A0.017%
2/10/2025 Commonwealth Equity Services LLC609,856$46.06M0.1%+29.8%2.110%
2/10/2025 IAG Wealth Partners LLC170,503$12.88M2.3%-0.2%0.590%
2/10/2025 Avantax Advisory Services Inc.540,253$40.81M0.3%+7.9%1.869%
2/10/2025 Essential Planning LLC.37,830$2.89M0.0%N/A0.131%
2/7/2025 PFG Advisors48,015$3.63M0.2%-2.7%0.166%
2/7/2025 HighTower Advisors LLC31,049$2.35M0.0%-8.1%0.107%
2/7/2025 Independent Advisor Alliance2,959$224K0.0%N/A0.010%
2/7/2025 Voisard Asset Management Group Inc.4,096$309K0.1%-67.2%0.014%
2/7/2025 Kendall Capital Management3,061$231K0.1%N/A0.011%
2/7/2025 Beam Wealth Advisors Inc.23,246$1.76M0.6%+29.1%0.080%
2/6/2025 Black Swift Group LLC31,700$2.39M0.5%N/A0.110%
2/6/2025 Raymond James Financial Inc.903,777$68.26M0.0%N/A3.127%
2/6/2025 Atria Investments Inc7,353$555K0.0%-50.3%0.025%
2/6/2025 Assetmark Inc.4,624$349K0.0%+12.6%0.016%
2/6/2025 Snider Financial Group2,969$224K0.1%N/A0.010%
2/6/2025 Synergy Investment Management LLC980$74K0.0%N/A0.003%
2/6/2025 DDFG Inc13,835$1.05M0.3%+8.3%0.048%
2/6/2025 Steward Partners Investment Advisory LLC87,848$6.64M0.1%+2.1%0.304%
2/6/2025 Bedel Financial Consulting Inc.92,209$7.37M1.0%+5.0%0.319%
2/6/2025 Unified Investment Management4,722$357K0.4%N/A0.016%
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2/6/2025 Jones Financial Companies Lllp4,803$363K0.0%+107.1%0.017%
2/5/2025 SRS Capital Advisors Inc.162,754$12.29M0.8%+102,908.9%0.563%
2/5/2025 Halbert Hargrove Global Advisors LLC497$38K0.0%N/A0.002%
2/5/2025 Kohmann Bosshard Financial Services LLC360$27K0.0%N/A0.001%
2/5/2025 WR Wealth Planners LLC12,298$929K0.3%-13.2%0.043%
2/5/2025 Maripau Wealth Management LLC3,183$240K0.1%N/A0.011%
2/5/2025 Private Trust Co. NA2,164$163K0.0%+17.0%0.007%
2/5/2025 Oppenheimer & Co. Inc.88,557$6.69M0.1%+1.1%0.306%
2/5/2025 Nwam LLC51,944$3.92M0.2%+0.5%0.180%
2/5/2025 Kellett Wealth Advisors LLC50,026$3.78M2.6%+5.9%0.173%
(Data available from 1/1/2016 forward)

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IMCG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMCG shares?

During the previous two years, 326 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap Growth ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($105.29M), LPL Financial LLC ($89.85M), Raymond James Financial Inc. ($68.26M), Northwestern Mutual Wealth Management Co. ($48.90M), Commonwealth Equity Services LLC ($46.06M), Raymond James Financial Services Advisors Inc. ($44.19M), and Wells Fargo & Company MN ($43.23M).Learn more on IMCG's institutional investors.

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

Of the 293 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. ($981.89K), Raymond James Financial Inc. ($903.78K), AdvisorShares Investments LLC ($546.73K), Strategic Financial Concepts LLC ($458.39K), Avior Wealth Management LLC ($401.47K), LPL Financial LLC ($375.78K), and Commonwealth Equity Services LLC ($305.87K).

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

Institutional investors have bought a total of 11,517,436 shares in the last 24 months. This purchase volume represents approximately $786.67M in transactions.

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

Of the 138 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: LPL Financial LLC ($557.36K), Bogart Wealth LLC ($475.71K), McKinley Carter Wealth Services Inc. ($159.90K), Fermata Advisors LLC ($124.68K), Orgel Wealth Management LLC ($116.29K), Osaic Holdings Inc. ($111.75K), and Commonwealth Equity Services LLC ($111.64K).

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

Institutional investors have sold a total of 3,124,876 shares in the last 24 months. This volume of shares sold represents approximately $206.32M in transactions.


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This page (NYSEARCA:IMCG) was last updated on 3/27/2025 by MarketBeat.com Staff
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