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

iShares Morningstar Mid-Cap Growth ETF logo
$76.80 -1.89 (-2.40%)
Closing price 02/21/2025 04:10 PM Eastern
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$76.74 -0.06 (-0.08%)
As of 02/21/2025 05:20 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)
218
Total
Institutional Inflows
(last 12 months)
$452.44M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$114.48M
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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
2/22/2025 American Trust42,014$3.17M0.2%N/A0.145%
2/20/2025Michels Family Financial LLC8,534$645K0.6%N/A0.030%
2/20/2025Revisor 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%
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%
Trump doesn’t give a damn (Ad)

Porter Stansberry: “I met with Trump’s biggest backers… they’re scooping up these 10 stocks” I recently met with one of Trump’s longest-serving advisors. We helped put together a plan to help investors capitalize on Trump’s election. And we found out these 10 stocks are the most likely to boom…

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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%
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%
Trump doesn’t give a damn (Ad)

Porter Stansberry: “I met with Trump’s biggest backers… they’re scooping up these 10 stocks” I recently met with one of Trump’s longest-serving advisors. We helped put together a plan to help investors capitalize on Trump’s election. And we found out these 10 stocks are the most likely to boom…

Go here now to find out the names of these 10 stocks.
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%
2/4/2025 BankPlus Trust Department1,752$132K0.0%N/A0.006%
2/4/2025 IFP Advisors Inc19,018$1.44M0.0%+345.8%0.066%
2/4/2025 Black Diamond Financial LLC33,347$2.52M0.4%+1.1%0.115%
2/4/2025 Summit Asset Management LLC59,362$4.48M0.8%-0.6%0.205%
2/3/2025 Sigma Planning Corp131,788$9.95M0.3%+11.1%0.456%
2/3/2025 Dahring Cusmano LLC3,370$255K0.2%N/A0.012%
2/3/2025 Capital Advisory Group Advisory Services LLC3,383$256K0.1%N/A0.012%
2/3/2025 Transcend Capital Advisors LLC5,023$379K0.0%-3.0%0.017%
(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, 319 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 286 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 11,302,832 shares in the last 24 months. This purchase volume represents approximately $770.07M 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 3,125,825 shares in the last 24 months. This volume of shares sold represents approximately $206.27M in transactions.


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This page (NYSEARCA:IMCG) was last updated on 2/22/2025 by MarketBeat.com Staff
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