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

iShares Morningstar Mid-Cap Growth ETF logo
$82.47 -0.78 (-0.94%)
Closing price 09/12/2025 04:10 PM Eastern
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$82.50 +0.03 (+0.03%)
As of 09/12/2025 05:45 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)
254
Total
Institutional Inflows
(last 12 months)
$642.39M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$133.39M
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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
9/11/2025 Milestones Private Investment Advisors LLC2,884$231K0.2%N/A0.008%
9/3/2025 American Trust93,044$7.47M0.7%N/A0.265%
8/29/2025 Centaurus Financial Inc.1,316$106K0.0%N/A0.004%
8/26/2025 Thrivent Financial for Lutherans9,303$746K0.0%-32.7%0.026%
8/25/2025 Silverlake Wealth Management LLC4,706$378K0.1%+12.9%0.013%
8/19/2025 Cape Investment Advisory Inc.11,509$923K0.3%-1.7%0.033%
8/19/2025 Advisory Services Network LLC5,520$451K0.0%-18.2%0.016%
8/18/2025 Geneos Wealth Management Inc.8,289$665K0.0%+27.0%0.024%
8/15/2025 Asset Allocation Strategies LLC9,797$786K0.2%-14.9%0.028%
8/15/2025 Corient Private Wealth LLC10,358$831K0.0%-6.6%0.029%
8/15/2025 Equitable Holdings Inc.204,815$16.43M0.1%+5.0%0.583%
8/15/2025 Visionary Wealth Advisors35,027$2.81M0.1%+1.9%0.100%
8/15/2025 Smartleaf Asset Management LLC2,647$211K0.0%+13.4%0.008%
8/15/2025 MML Investors Services LLC87,601$7.03M0.0%+40.5%0.249%
8/15/2025 Modern Wealth Management LLC3,776$303K0.0%N/A0.011%
8/15/2025 EP Wealth Advisors LLC1,784$143K0.0%N/A0.005%
8/15/2025 Bank of America Corp DE300,933$24.14M0.0%-10.1%0.856%
8/15/2025 Ameriprise Financial Inc.1,487,645$119.39M0.0%-18.6%4.232%
8/14/2025 Ausdal Financial Partners Inc.21,015$1.69M0.1%+6.4%0.060%
8/14/2025 Raymond James Financial Inc.972,592$78.03M0.0%+3.1%2.767%
8/14/2025 Diversify Wealth Management LLC40,603$3.28M0.2%+5.3%0.116%
8/14/2025 Diversify Advisory Services LLC16,655$1.35M0.1%-4.0%0.047%
8/14/2025 Faithward Advisors LLC7,318$587K0.1%+16.2%0.021%
8/14/2025 NewEdge Advisors LLC66,253$5.32M0.0%+91.6%0.188%
8/14/2025 Integrated Investment Consultants LLC122,662$9.60M1.8%-1.0%0.349%
8/14/2025 Tandem Financial LLC89,169$7.15M6.7%+34.2%0.254%
8/14/2025 Cerity Partners LLC6,088$488K0.0%-5.2%0.017%
8/13/2025 Rockport Wealth LLC405,015$32.49M7.5%N/A1.152%
8/13/2025 Victory Financial Group LLC387,221$31.07M4.9%+5.9%1.102%
8/13/2025 Baird Financial Group Inc.4,148$333K0.0%-73.5%0.012%
8/13/2025 CW Advisors LLC76,060$6.10M0.1%N/A0.216%
8/13/2025 IAG Wealth Partners LLC195,304$15.67M2.1%+5.9%0.556%
8/13/2025 Granite Investment Partners LLC2,209$177K0.0%N/A0.006%
8/13/2025 Everstar Asset Management LLC5,450$437K0.3%-18.0%0.016%
8/13/2025 Financial Freedom LLC9,795$786K0.4%-19.1%0.028%
8/13/2025 Denver Wealth Management Inc.42,350$3.40M1.4%+24.5%0.120%
8/13/2025 Northwestern Mutual Wealth Management Co.781,778$62.72M0.0%+7.6%2.224%
8/13/2025 Mayfair Advisory Group LLC9,531$765K0.4%-25.8%0.027%
8/13/2025 Russell Investments Group Ltd.613$49K0.0%+29.3%0.002%
8/12/2025 J.W. Cole Advisors Inc.11,258$903K0.0%N/A0.032%
8/12/2025 Chaney Capital Management Inc.50,816$4.08M1.6%+9.2%0.145%
8/12/2025 Steward Partners Investment Advisory LLC94,763$7.60M0.1%+6.7%0.270%
8/12/2025 CreativeOne Wealth LLC3,569$286K0.0%N/A0.010%
8/12/2025 Maripau Wealth Management LLC4,438$359K0.2%+17.5%0.013%
8/12/2025 Global Retirement Partners LLC38,840$3.12M0.1%N/A0.110%
8/12/2025 Franklin Resources Inc.627$50K0.0%-24.2%0.002%
8/12/2025 JPMorgan Chase & Co.63,701$5.11M0.0%+26.9%0.181%
8/11/2025 United Advisor Group LLC18,115$1.45M0.3%+4.2%0.052%
8/11/2025 Capital Square LLC28,251$2.27M1.2%-3.1%0.081%
8/8/2025 Kingsview Wealth Management LLC29,136$2.34M0.0%-3.7%0.083%
8/8/2025 Avantax Advisory Services Inc.541,319$43.43M0.2%-0.9%1.544%
8/8/2025 Keyvantage Wealth LLC9,898$794K0.4%-6.4%0.028%
8/8/2025 Cetera Investment Advisers331,524$26.60M0.0%+16.5%0.946%
8/8/2025 Creative Planning37,845$3.04M0.0%-7.4%0.108%
8/8/2025 Truepoint Inc.9,515$763K0.0%-55.0%0.027%
8/8/2025 Foundations Investment Advisors LLC4,774$383K0.0%-7.4%0.014%
8/8/2025 Prospect Financial Services LLC34,120$2.74M1.6%+1.5%0.097%
8/8/2025 Ignite Planners LLC28,849$2.36M0.3%+3.3%0.082%
8/8/2025 Avalon Trust Co3,500$281K0.0%-30.0%0.010%
8/8/2025 Kaizen Financial Strategies5,113$410K0.2%-11.9%0.015%
8/7/2025 Ibex Wealth Advisors11,856$951K0.1%-42.0%0.034%
8/7/2025 Addison Advisors LLC7,710$619K0.2%+21.0%0.022%
8/7/2025 Summit Asset Management LLC58,989$4.73M0.8%-0.5%0.168%
8/6/2025 Prospera Financial Services Inc6,254$502K0.0%-32.6%0.018%
8/6/2025 AE Wealth Management LLC18,166$1.46M0.0%-7.8%0.052%
8/6/2025 Ipsen Advisor Group LLC78,555$6.30M4.8%+2.1%0.224%
8/6/2025 Savant Capital LLC15,589$1.25M0.0%-1.5%0.044%
8/6/2025 Horizon Investment Services LLC19,582$1.57M0.7%-7.7%0.056%
8/6/2025 Mascagni Wealth Management Inc.2,827$227K0.2%-8.1%0.008%
8/6/2025 Commonwealth Equity Services LLC613,744$49.24M0.1%+0.2%1.751%
8/6/2025 DDFG Inc37,684$3.02M0.8%+6.9%0.108%
8/5/2025 Hunter Associates Investment Management LLC23,769$1.91M0.3%-4.1%0.068%
8/5/2025 Bank of Montreal Can6,006$482K0.0%-21.6%0.017%
8/5/2025 Sigma Planning Corp131,523$10.55M0.3%+2.1%0.375%
8/5/2025 Strategic Financial Concepts LLC3,221$258K0.0%-7.1%0.009%
8/5/2025 Beam Wealth Advisors Inc.31,410$2.52M0.8%+23.0%0.090%
8/4/2025 Jim Saulnier & Associates LLC19,450$1.56M1.1%-10.3%0.055%
8/4/2025 Creative Financial Designs Inc. ADV146,812$11.78M0.8%-49.8%0.419%
8/4/2025 IFG Advisory LLC4,985$400K0.0%+3.3%0.014%
8/4/2025 Atria Investments Inc8,347$670K0.0%+13.7%0.024%
8/4/2025 Assetmark Inc.6,823$547K0.0%+41.0%0.019%
8/4/2025 Quaker Wealth Management LLC336$27K0.0%-200.3%0.001%
8/1/2025 GGM Financials LLC53,862$4.32M0.9%N/A0.154%
8/1/2025 GWN Securities Inc.4,680$376K0.1%+20.7%0.013%
8/1/2025 Brookwood Investment Group LLC2,638$212K0.0%N/A0.008%
8/1/2025 Envestnet Asset Management Inc.187,680$15.06M0.0%+16.6%0.535%
7/31/2025 Cosner Financial Group LLC273,347$21.96M12.2%-0.9%0.780%
7/31/2025 Carnegie Investment Counsel15,083$1.21M0.0%-0.8%0.043%
7/30/2025 KPP Advisory Services LLC14,877$1.19M0.2%+85.2%0.042%
7/30/2025 Roman Butler Fullerton & Co.2,954$244K0.1%-21.1%0.008%
7/30/2025 Castle Wealth Management LLC61,708$4.95M1.8%+1.5%0.176%
7/30/2025 Silver Oak Wealth Advisors Services LLC83,628$6.71M4.8%-18.3%0.239%
7/30/2025 OLD Point Trust & Financial Services N A4,844$389K0.1%+774.4%0.014%
7/30/2025 Caliber Wealth Management LLC KS39,091$3.14M0.3%-1.8%0.112%
7/30/2025 BlueChip Wealth Advisors LLC5,689$456K0.2%+2.7%0.016%
7/30/2025 Black Diamond Financial LLC32,840$2.64M0.4%-9.2%0.094%
7/30/2025 D.A. Davidson & CO.2,562$206K0.0%N/A0.007%
7/30/2025 Pacific Sun Financial Corp12,198$979K0.5%-3.6%0.035%
7/30/2025 Nottingham Advisors Inc.18,682$1.50M0.2%-9.2%0.053%
7/29/2025 Elevation Capital Advisory LLC4,913$394K0.2%-96.0%0.014%
(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, 354 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap Growth ETF. The most heavily invested institutionals were LPL Financial LLC ($143.67M), Ameriprise Financial Inc. ($119.39M), Raymond James Financial Inc. ($78.03M), Northwestern Mutual Wealth Management Co. ($62.72M), Avior Wealth Management LLC ($50.97M), Commonwealth Equity Services LLC ($49.24M), and Raymond James Financial Services Advisors Inc. ($44.19M).Learn more on iShares Morningstar Mid-Cap Growth ETF's institutional investors.

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

Of the 311 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: LPL Financial LLC ($1.06M), Assetmark Inc. ($983.17K), Raymond James Financial Inc. ($972.59K), Ameriprise Financial Inc. ($617.27K), AdvisorShares Investments LLC ($546.73K), Avior Wealth Management LLC ($478.74K), and Strategic Financial Concepts LLC ($458.39K).

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

Institutional investors have bought a total of 8,564,695 shares in the last 24 months. This purchase volume represents approximately $642.39M in transactions.

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

Of the 143 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. ($340.90K), Creative Financial Designs Inc. ADV ($153.59K), Elevation Capital Advisory LLC ($117.35K), Marmo Financial Group LLC ($97.29K), Commonwealth Equity Services LLC ($94.61K), Private Advisor Group LLC ($88.93K), and Envestnet Asset Management Inc. ($62.94K).

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

Institutional investors have sold a total of 1,742,189 shares in the last 24 months. This volume of shares sold represents approximately $133.39M in transactions.


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This page (NYSEARCA:IMCG) was last updated on 9/13/2025 by MarketBeat.com Staff
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