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

iShares Morningstar Mid-Cap Growth ETF logo
$72.91
+0.25 (+0.34%)
(As of 11/1/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG)

Number of
Institutional Buyers
(last 12 months)
172
Total
Institutional Inflows
(last 12 months)
$313.29M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$135.85M
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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
11/1/2024Atria Investments Inc14,782$1.08M0.0%-9.5%0.051%
11/1/2024PFS Partners LLC92,342$6.74M3.8%+0.9%0.320%
11/1/2024Assetmark Inc.4,106$300K0.0%+39.9%0.014%
11/1/2024Rovin Capital UT ADV36,182$2.64M1.0%+12.7%0.125%
10/31/2024 Castle Wealth Management LLC61,176$4.46M1.8%+3.4%0.212%
10/31/2024 Forte Capital LLC ADV76,334$5.57M0.6%-27.1%0.264%
10/30/2024 HF Advisory Group LLC12,638$922K0.4%+28.3%0.044%
10/30/2024 Chaney Capital Management Inc.36,463$2.66M1.5%+129.5%0.126%
10/29/2024 Roman Butler Fullerton & Co.3,266$243K0.1%-9.6%0.011%
10/29/2024 IAG Wealth Partners LLC170,805$12.46M2.3%+3.2%0.591%
10/29/2024 Janney Montgomery Scott LLC43,664$3.19M0.0%+7.0%0.151%
10/28/2024 Creative Financial Designs Inc. ADV281,401$20.53M1.7%-2.7%0.974%
10/28/2024 Focus Financial Network Inc.16,929$1.24M0.1%+5.7%0.059%
10/25/2024 Voisard Asset Management Group Inc.12,475$910K0.4%+345.4%0.043%
10/25/2024 Diversify Wealth Management LLC19,558$1.44M0.1%N/A0.068%
10/25/2024 Pinnacle Associates Ltd.9,150$668K0.0%+27.1%0.032%
10/25/2024 Eagle Strategies LLC110,902$8.09M1.5%+1.5%0.384%
10/25/2024 Valmark Advisers Inc.5,627$411K0.0%N/A0.019%
10/25/2024 Diversify Advisory Services LLC12,511$926K0.0%-23.7%0.043%
10/24/2024 Hunter Associates Investment Management LLC24,311$1.78M0.3%+4.0%0.084%
10/24/2024 Concord Wealth Partners1,033$75K0.0%N/A0.004%
10/24/2024 Marmo Financial Group LLC119,048$8.69M4.6%-42.6%0.412%
10/24/2024 Ellis Investment Partners LLC2,764$202K0.0%N/A0.010%
10/24/2024 Valley National Advisers Inc.37,131$2.71M0.5%-35.2%0.128%
10/24/2024 Wealth Enhancement Advisory Services LLC89,803$6.55M0.0%-0.4%0.311%
10/23/2024 Allworth Financial LP2,909$212K0.0%-15.9%0.010%
10/23/2024 Mayfair Advisory Group LLC5,806$423K0.3%+2.5%0.020%
10/23/2024 Silver Oak Securities Incorporated12,174$888K0.1%+62.3%0.042%
10/23/2024 Bogart Wealth LLC2,913$213K0.0%-20.7%0.010%
10/22/2024 McAdam LLC7,196$525K0.0%+6.4%0.025%
10/22/2024 RAM Investment Partners LLC2,865$209K0.1%-9.5%0.010%
10/22/2024 Private Advisor Group LLC105,208$7.68M0.0%+7.6%0.364%
10/22/2024 Leo Wealth LLC37,303$2.72M0.2%+17.5%0.129%
10/21/2024 Rodgers & Associates LTD219,935$16.05M1.9%+4.2%0.761%
10/21/2024 Foundations Investment Advisors LLC2,835$207K0.0%N/A0.010%
10/21/2024 Courage Miller Partners LLC27,084$1.98M0.7%-2.5%0.094%
10/21/2024 Marino Stram & Associates LLC26,806$1.96M0.4%+2.1%0.093%
10/19/2024Capital Wealth Management LLC156,555$11.42M4.9%-0.3%0.542%
10/19/2024Cedrus LLC103,508$7.55M2.8%+8.4%0.358%
10/19/2024Means Investment CO. Inc.4,599$336K0.0%+7.1%0.016%
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10/18/2024Verde Capital Management51,052$3.73M1.1%+5.1%0.177%
10/18/2024Whitaker Myers Wealth Managers LTD.8,913$650K0.2%-19.6%0.031%
10/18/2024Commonwealth Equity Services LLC469,685$34.27M0.1%-16.8%1.625%
10/18/2024Raymond James & Associates134,148$9.79M0.0%+12.3%0.464%
10/17/2024Orgel Wealth Management LLC322,941$23.57M0.6%-4.1%1.117%
10/17/2024LexAurum Advisors LLC4,982$364K0.1%-18.5%0.017%
10/16/2024 Global Retirement Partners LLC37,901$2.77M0.1%-3.2%0.131%
10/16/2024 Nottingham Advisors Inc.20,651$1.51M0.2%N/A0.071%
10/16/2024 LaFleur & Godfrey LLC8,993$656K0.1%+5.2%0.031%
10/16/2024 McKinley Carter Wealth Services Inc.7,397$540K0.0%-10.3%0.026%
10/15/2024 PFG Advisors49,339$3.60M0.2%+1.3%0.171%
10/15/2024 Prospect Financial Services LLC22,846$1.67M1.0%+2.7%0.079%
10/10/2024 Willner & Heller LLC9,576$699K0.6%+2.0%0.033%
10/10/2024 Carnegie Investment Counsel14,329$1.05M0.0%+1.3%0.050%
10/10/2024 OxenFree Capital LLC68,543$5.00M3.9%+5.7%0.237%
10/9/2024 LongView Wealth Management7,315$534K0.2%+10.6%0.025%
10/9/2024 TAP Consulting LLC4,903$358K0.1%-10.3%0.017%
10/9/2024 Fermata Advisors LLC8,235$601K0.1%-5.4%0.028%
10/9/2024 Scott Capital Advisors LLC122,237$8.92M2.5%-3.3%0.423%
10/9/2024 Matrix Trust Co186,034$13.58M2.5%+13.6%0.644%
10/8/2024 CWM LLC82,873$6.05M0.0%-2.6%0.287%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,014$220K0.0%N/A0.010%
10/8/2024 Atomi Financial Group Inc.10,335$754K0.0%+73.5%0.036%
10/8/2024 Dynamic Advisor Solutions LLC3,568$260K0.0%N/A0.012%
10/8/2024 Ignite Planners LLC36,028$2.63M0.6%+15.7%0.125%
10/3/2024 Park Avenue Securities LLC23,963$1.75M0.0%-28.4%0.083%
10/2/2024 M&R Capital Management Inc.1,092$80K0.0%+119.3%0.004%
8/27/2024KPP Advisory Services LLC7,014$475K0.1%+5.7%0.024%
8/22/2024Cetera Investment Advisers209,412$14.19M0.0%+11.9%0.725%
8/21/2024Truist Financial Corp92,920$6.30M0.0%+2.0%0.322%
8/16/2024Regal Investment Advisors LLC7,497$508K0.0%+42.6%0.026%
8/16/2024NewEdge Advisors LLC41,604$2.82M0.0%+49.2%0.144%
8/16/2024Northwestern Mutual Wealth Management Co.721,817$48.90M0.0%+3.4%2.498%
8/16/2024 Creative Planning49,912$3.38M0.0%-0.9%0.173%
8/16/2024Rockport Wealth LLC10,259$695K0.3%-2.3%0.035%
8/14/2024Certified Advisory Corp61,101$4.14M0.5%-2.1%0.211%
8/13/2024Thrivent Financial for Lutherans10,768$730K0.0%+11.5%0.037%
8/12/2024Blair William & Co. IL23,241$1.58M0.0%+341.1%0.080%
8/12/2024Mercer Global Advisors Inc. ADV27,670$1.88M0.0%-4.9%0.096%
8/10/2024Axxcess Wealth Management LLC14,907$1.01M0.0%+10.2%0.052%
8/9/2024Perissos Private Wealth Management LLC20,088$1.36M1.2%-17.2%0.070%
8/9/2024Black Diamond Financial LLC31,636$2.14M0.4%+4.5%0.109%
8/8/2024 J.W. Cole Advisors Inc.9,263$628K0.0%-3.8%0.032%
8/8/2024Envestnet Asset Management Inc.221,629$15.02M0.0%+20.4%0.767%
8/8/2024 GHP Investment Advisors Inc.27,505$1.86M0.1%-1.5%0.095%
8/8/2024Oppenheimer & Co. Inc.91,402$6.19M0.1%-5.3%0.316%
8/8/2024 PFG Advisors48,721$3.30M0.2%+37.6%0.169%
8/8/2024 Eagle Strategies LLC109,301$7.41M1.4%+391.0%0.378%
8/8/2024LPL Financial LLC916,923$62.12M0.0%-37.8%3.173%
8/7/2024 MGO One Seven LLC111,250$7.54M0.4%+0.4%0.385%
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Now he's just issued a warning for the most popular stock in the world: Nvidia (NVDA).
8/7/2024Beam Wealth Advisors Inc.13,781$934K0.3%N/A0.048%
8/6/2024DDFG Inc12,192$826K0.3%+6.1%0.042%
8/6/2024 Ausdal Financial Partners Inc.18,285$1.24M0.1%+38.3%0.063%
8/6/2024Strategic Financial Concepts LLC218,613$148K0.0%+6,375.5%0.756%
8/5/2024 Private Advisor Group LLC97,779$6.63M0.0%+11.3%0.338%
8/5/2024Addison Advisors LLC4,235$287K0.1%N/A0.015%
8/5/2024Horizon Investment Services LLC22,180$1.50M0.7%+1.1%0.077%
8/2/2024Belpointe Asset Management LLC11,299$765K0.1%-50.8%0.039%
8/2/2024Allegheny Financial Group LTD19,974$1.35M0.4%+6.9%0.069%
7/31/2024WR Wealth Planners LLC13,870$940K0.3%-1.9%0.048%
(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, 274 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap Growth ETF. The most heavily invested institutionals were LPL Financial LLC ($62.12M), Northwestern Mutual Wealth Management Co. ($48.90M), Ameriprise Financial Inc. ($45.62M), Raymond James Financial Services Advisors Inc. ($44.19M), Commonwealth Equity Services LLC ($34.27M), UBS Group AG ($32.07M), and Wells Fargo & Company MN ($29.57M).Learn more on IMCG's institutional investors.

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

Of the 243 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. ($981.37K), Avior Wealth Management LLC ($367.05K), Creative Financial Designs Inc. ADV ($302.60K), Forte Capital LLC ADV ($272.15K), Cosner Financial Group LLC ($229.24K), Strategic Financial Concepts LLC ($218.61K), and Avantax Advisory Services Inc. ($201.34K).

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

Institutional investors have bought a total of 8,719,820 shares in the last 24 months. This purchase volume represents approximately $536.50M in transactions.

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

Of the 129 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), First Horizon Advisors Inc. ($270.35K), Commonwealth Equity Services LLC ($199.68K), McKinley Carter Wealth Services Inc. ($156.69K), UBS Group AG ($128.17K), and Fermata Advisors LLC ($123.94K).

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

Institutional investors have sold a total of 3,530,159 shares in the last 24 months. This volume of shares sold represents approximately $221.79M in transactions.


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This page (NYSEARCA:IMCG) was last updated on 11/2/2024 by MarketBeat.com Staff
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