Free Trial
→ The Trump Dump is starting; Get out of stocks now? (From Paradigm Press) (Ad) Buy IMCG Stock  Free IMCG Stock Alerts

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

iShares Morningstar Mid-Cap Growth ETF logo
$68.57 -0.26 (-0.38%)
As of 12:29 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
229
Total
Institutional Inflows
(last 12 months)
$471.06M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$109.82M
Get IMCG Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Mid-Cap Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IMCG Institutional Buying and Selling by Quarter

Remove Ads

iShares Morningstar Mid-Cap Growth ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Capital Advisors Ltd. LLC453$32K0.0%-50.0%0.001%
4/15/2025Capital Advisory Group Advisory Services LLC3,028$216K0.1%-10.5%0.009%
4/15/2025Focus Financial Network Inc.19,736$1.41M0.1%+6.9%0.056%
4/15/2025Ipsen Advisor Group LLC76,945$5.50M4.7%+0.8%0.220%
4/15/2025Orgel Wealth Management LLC300,058$21.43M0.6%-3.9%0.859%
4/15/2025Ibex Wealth Advisors20,428$1.46M0.2%-8.0%0.058%
4/14/2025 PFS Partners LLC95,669$6.83M3.6%+2.2%0.274%
4/14/2025 Compass Planning Associates Inc500$36K0.0%+74.8%0.001%
4/14/2025 Lloyd Advisory Services LLC.19,310$1.38M0.7%N/A0.055%
4/14/2025 Park Avenue Securities LLC7,660$547K0.0%-72.7%0.022%
4/14/2025 Whitaker Myers Wealth Managers LTD.7,643$546K0.2%-3.5%0.022%
4/11/2025 Prospect Financial Services LLC33,629$2.40M1.3%+23.5%0.096%
4/11/2025 Signal Advisors Wealth LLC3,778$270K0.0%+18.7%0.011%
4/11/2025 Armstrong Fleming & Moore Inc8,849$632K0.8%N/A0.025%
4/10/2025 Eclectic Associates Inc. ADV12,632$902K0.2%N/A0.036%
4/10/2025 Fermata Advisors LLC7,268$519K0.1%-2.9%0.021%
4/10/2025 HF Advisory Group LLC12,869$919K0.4%+1.2%0.037%
4/10/2025 Matrix Trust Co183,907$13.14M2.2%-0.3%0.526%
4/10/2025 Key Client Fiduciary Advisors LLC7,411$529K0.2%+21.0%0.021%
4/10/2025 Accel Wealth Management19,400$1.39M0.5%+12.3%0.056%
4/9/2025 Capital Asset Advisory Services LLC17,515$1.28M0.1%+3.7%0.050%
4/9/2025 Merit Financial Group LLC49,610$3.54M0.1%+14.9%0.142%
4/9/2025 Flagstar Advisors Inc.6,794$485K0.1%-11.1%0.019%
4/9/2025 NBC Securities Inc.726$51K0.0%N/A0.002%
4/9/2025 Kaizen Financial Strategies5,804$415K0.2%-4.8%0.017%
4/8/2025 Cerro Pacific Wealth Advisors LLC14,338$1.08M0.4%+193.3%0.041%
4/8/2025 Verde Capital Management59,238$4.23M1.2%+7.4%0.169%
4/8/2025 Parallel Advisors LLC1,410$101K0.0%+28.2%0.004%
4/7/2025 AdvisorNet Financial Inc19,652$1.40M0.1%+2.2%0.056%
3/24/2025Mascagni Wealth Management Inc.3,076$232K0.2%N/A0.009%
3/17/2025Wealth 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%
3/12/2025Centaurus Financial Inc.1,360$103K0.0%N/A0.004%
3/6/2025Wood Tarver Financial Group LLC79,322$5.99M2.0%N/A0.230%
2/25/2025B. Riley Wealth Advisors Inc.11,349$857K0.0%N/A0.033%
2/24/2025Liberty Square Wealth Partners LLC21,514$1.71M0.6%N/A0.074%
2/24/2025United Advisor Group LLC14,508$1.10M0.2%N/A0.050%
2/22/2025American 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%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/17/2025Visionary Wealth Advisors35,376$2.67M0.2%+2.8%0.122%
2/17/2025Royal Bank of Canada439,327$33.18M0.0%+23.8%1.520%
2/17/2025 Kaizen Financial Strategies6,099$461K0.3%+9.2%0.021%
2/17/2025Focus Partners Wealth2,918$220K0.0%N/A0.010%
2/17/2025Cresset Asset Management LLC11,114$839K0.0%-28.6%0.038%
2/17/2025Cetera Investment Advisers256,568$19.38M0.0%+6.8%0.888%
2/17/2025Citadel Advisors LLC2,737$207K0.0%-35.8%0.009%
2/17/2025Baird Financial Group Inc.58,181$4.39M0.0%+1.2%0.201%
2/17/2025Bank of America Corp DE347,634$26.26M0.0%+32.5%1.203%
2/17/2025Ameriprise Financial Inc.1,393,915$105.29M0.0%+15.1%4.823%
2/17/2025Allegheny Financial Group58,120$4.39M1.1%+152.9%0.201%
2/14/2025Mercer Global Advisors Inc. ADV15,355$1.16M0.0%-39.6%0.053%
2/14/2025Eagle Strategies LLC119,082$8.99M1.6%+7.4%0.412%
2/14/2025Jane Street Group LLC12,706$960K0.0%-53.5%0.044%
2/14/2025Comerica Bank23,922$1.81M0.0%-10.0%0.083%
2/14/2025AdvisorShares Investments LLC546,730$41.30M8.0%N/A1.892%
2/14/2025Keyvantage Wealth LLC23,725$1.79M1.3%N/A0.082%
2/14/2025Integrated Wealth Concepts LLC21,003$1.59M0.0%+1.8%0.073%
2/14/2025Coppell Advisory Solutions LLC1,979$150K0.0%N/A0.007%
2/14/2025MGO One Seven LLC108,806$8.22M0.3%-2.1%0.376%
2/14/2025Susquehanna International Group LLP34,116$2.58M0.0%+78.6%0.118%
2/14/2025Stifel Financial Corp15,158$1.15M0.0%+36.6%0.052%
2/14/2025Landing Point Financial Group LLC2,720$215K0.2%N/A0.009%
2/14/2025MML Investors Services LLC77,114$5.82M0.0%+8.3%0.267%
2/14/2025GeoWealth Management LLC178,430$13.48M0.4%+38.6%0.617%
2/13/2025Capital Square LLC29,702$2.36M1.3%+5.4%0.103%
2/13/2025NewEdge Advisors LLC40,874$3.09M0.0%+23.3%0.141%
2/13/2025Regal Investment Advisors LLC7,289$551K0.0%+9.3%0.025%
2/13/2025Belpointe Asset Management LLC10,606$801K0.0%-2.2%0.037%
2/13/2025Mariner LLC271,571$20.51M0.0%+1.7%0.940%
2/13/2025Granite Investment Partners LLC2,209$167K0.0%N/A0.008%
2/13/2025Virtus Wealth Solutions LLC53,840$4.07M1.0%N/A0.186%
2/13/2025Sagespring Wealth Partners LLC22,955$1.73M0.0%N/A0.079%
2/13/2025Faithward Advisors LLC5,428$410K0.1%+70.9%0.019%
2/13/2025Advisory Services Network LLC6,758$510K0.0%+20.8%0.023%
2/13/2025Renaissance Technologies LLC19,100$1.44M0.0%+114.6%0.066%
2/13/2025Cerity Partners LLC6,501$491K0.0%+33.0%0.022%
2/13/2025Envestnet Asset Management Inc.207,674$15.69M0.0%-7.2%0.719%
2/13/2025Wells Fargo & Company MN572,389$43.23M0.0%+47.9%1.981%
2/12/2025Arete Wealth Advisors LLC25,727$1.94M0.1%+5.0%0.089%
2/12/2025Family Legacy Inc.41,304$3.16M1.1%-1.3%0.143%
2/12/2025WealthTrak Capital Management LLC5,860$443K0.4%N/A0.020%
2/12/2025Blair William & Co. IL29,565$2.23M0.0%+14.7%0.102%
2/12/2025JPMorgan Chase & Co.44,700$3.38M0.0%+108.9%0.155%
2/12/2025Ausdal Financial Partners Inc.17,919$1.35M0.1%+7.8%0.062%
2/12/2025Ipsen Advisor Group LLC76,297$5.76M4.9%N/A0.264%
2/12/2025Aire Advisors LLC28,518$2.15M0.4%+2.8%0.099%
2/11/2025Modern Wealth Management LLC3,063$245K0.0%N/A0.011%
2/11/2025LPL Financial LLC1,189,592$89.85M0.0%+20.6%4.116%
2/11/2025Richwood Investment Advisors LLC3,750$283K0.2%-6.7%0.013%
Now I look stupid. Real stupid... (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
2/11/2025TD Private Client Wealth LLC10,529$795K0.0%-3.5%0.036%
2/11/2025Lee Danner & Bass Inc.1,500$113K0.0%N/A0.005%
2/10/2025Thrivent Financial for Lutherans71,164$5.39M0.0%+70.8%0.246%
2/10/2025Axxcess Wealth Management LLC16,881$1.28M0.0%+6.7%0.058%
2/10/2025Creative Financial Designs Inc. ADV287,832$21.74M1.8%+2.3%0.996%
2/10/2025Rockport Wealth LLC9,498$693K0.3%+20.0%0.033%
2/10/2025Harbour Investments Inc.8,906$673K0.0%+10.7%0.031%
2/10/2025Corient Private Wealth LLC14,841$1.12M0.0%-38.7%0.051%
2/10/2025Montis Financial LLC4,896$370K0.1%N/A0.017%
2/10/2025Commonwealth Equity Services LLC609,856$46.06M0.1%+29.8%2.110%
(Data available from 1/1/2016 forward)

Remove Ads

IMCG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMCG shares?

During the previous two years, 331 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 298 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 11,472,818 shares in the last 24 months. This purchase volume represents approximately $785.18M in transactions.

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

Of the 139 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), Orgel Wealth Management LLC ($128.50K), Osaic Holdings Inc. ($111.75K), Commonwealth Equity Services LLC ($111.64K), and Truist Financial Corp ($106.53K).

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

Institutional investors have sold a total of 3,073,686 shares in the last 24 months. This volume of shares sold represents approximately $203.89M in transactions.


Related Companies

This page (NYSEARCA:IMCG) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
The Last Time This Happened, Americans Lost Billions
Wall Street leaders just held a secret meeting in Las Vegas. What they discussed mirrors 2006 — and the warnin...
Banyan Hill Publishing | Sponsored
New “Trump” currency proposed in DC
According to one of the most connected men in Washington… A surprising new bill was just introduced in Wash...
Paradigm Press | Sponsored
The Crypto Market is About to Change Lives
I've discovered something so significant about the 2025 crypto market that I had to put everything else aside ...
Crypto 101 Media | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored