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

iShares Morningstar Mid-Cap Growth ETF logo
$79.38 +1.08 (+1.38%)
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)
172
Total
Institutional Inflows
(last 12 months)
$312.18M
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$137.77M
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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
1/21/2025Geneos Wealth Management Inc.5,908$446K0.0%+2.4%0.020%
1/21/2025Accel Wealth Management17,281$1.31M0.5%+2.5%0.060%
1/21/2025Rodgers & Associates LTD219,476$16.58M2.0%-0.2%0.759%
1/17/2025 Cerro Pacific Wealth Advisors LLC4,888$357K0.1%N/A0.017%
1/17/2025 Verde Capital Management55,148$4.17M1.2%+8.0%0.191%
1/17/2025 Avior Wealth Management LLC557,968$42.14M1.5%+1.8%1.931%
1/17/2025 Mutual Advisors LLC8,967$697K0.0%+10.4%0.031%
1/17/2025 Independent Wealth Network Inc.2,781$210K0.1%N/A0.010%
1/17/2025 Janney Montgomery Scott LLC46,327$3.50M0.0%+6.1%0.160%
1/17/2025 Marino Stram & Associates LLC30,220$2.28M0.5%+12.7%0.105%
1/17/2025 Westside Investment Management Inc.7,039$532K0.1%-3.9%0.024%
1/17/2025 Atomi Financial Group Inc.13,792$1.04M0.1%+33.4%0.048%
1/17/2025 Courage Miller Partners LLC26,675$2.02M0.7%-1.5%0.092%
1/16/2025 LaFleur & Godfrey LLC9,525$719K0.1%+5.9%0.033%
1/16/2025 Capital Wealth Management LLC156,090$11.79M5.1%-0.3%0.540%
1/16/2025 Scott Capital Advisors LLC121,935$9.20M2.6%-0.2%0.422%
1/16/2025 Financial Freedom LLC19,488$1.47M0.8%-2.0%0.067%
1/16/2025 Diversify Advisory Services LLC15,474$1.17M0.1%+23.7%0.054%
1/16/2025 Diversify Wealth Management LLC23,401$1.76M0.1%+19.6%0.081%
1/15/2025 Whitaker Myers Wealth Managers LTD.7,920$598K0.2%-11.1%0.027%
1/15/2025 Orgel Wealth Management LLC312,272$23.59M0.6%-3.3%1.081%
1/15/2025 Ameritas Advisory Services LLC4,149$313K0.0%+22.5%0.014%
1/15/2025 Integrated Investment Consultants LLC113,762$8.37M0.2%+0.9%0.394%
1/15/2025 LongView Wealth Management7,603$574K0.2%+3.9%0.026%
1/15/2025 Certified Advisory Corp67,601$5.11M0.6%+5.6%0.234%
1/15/2025 Bouvel Investment Partners LLC61,080$4.61M1.7%N/A0.211%
1/15/2025 Fermata Advisors LLC7,488$566K0.1%-9.1%0.026%
1/15/2025 Carnegie Investment Counsel14,479$1.09M0.0%+1.0%0.050%
1/14/2025 Rovin Capital UT ADV41,749$3.15M1.1%+15.4%0.144%
1/14/2025 Pinnacle Bancorp Inc.2,255$170K0.1%N/A0.008%
1/14/2025 Park Avenue Securities LLC28,110$2.12M0.0%+17.3%0.097%
1/14/2025 Mayfair Advisory Group LLC9,291$702K0.4%+60.0%0.032%
1/14/2025 Ignite Planners LLC36,461$2.79M0.6%+1.2%0.126%
1/14/2025 Rosenberg Matthew Hamilton452$34K0.0%N/A0.002%
1/14/2025 PCA Investment Advisory Services Inc.19,895$1.50M0.7%-2.8%0.069%
1/13/2025 AdvisorNet Financial Inc19,230$1.45M0.1%-4.6%0.067%
1/13/2025 Matrix Trust Co184,472$13.93M2.4%-0.8%0.638%
1/10/2025 Ridgewood Investments LLC9,370$708K0.3%-3.6%0.032%
1/3/2025 Integrated Capital Management LLC2,974$225K0.1%-91.5%0.010%
12/26/2024JPMorgan Chase & Co.21,394$1.56M0.0%+30.9%0.074%
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11/25/2024Sanctuary Advisors LLC10,733$857K0.0%N/A0.037%
11/18/2024TD Private Client Wealth LLC10,913$796K0.0%+4.6%0.038%
11/18/2024Asset Allocation Strategies LLC20,656$1.51M0.4%-28.2%0.071%
11/18/2024Coldstream Capital Management Inc.5,409$395K0.0%-8.3%0.019%
11/15/2024MML Investors Services LLC71,222$5.20M0.0%+4.8%0.246%
11/15/2024Jane Street Group LLC27,346$2.00M0.0%N/A0.095%
11/15/2024Stifel Financial Corp11,097$810K0.0%-14.8%0.038%
11/15/2024IHT Wealth Management LLC9,138$667K0.0%-2.8%0.032%
11/15/2024Integrated Wealth Concepts LLC20,626$1.51M0.0%+3.5%0.071%
11/15/2024HighTower Advisors LLC33,793$2.46M0.0%-11.5%0.117%
11/15/2024Hilltop Holdings Inc.22,047$1.61M0.1%+6.0%0.076%
11/15/2024Benjamin Edwards Inc.5,017$366K0.0%N/A0.017%
11/14/2024Arete Wealth Advisors LLC24,512$1.78M0.1%-1.8%0.085%
11/13/2024FMR LLC11,341$828K0.0%+21.6%0.039%
11/13/2024Capital Square LLC28,186$2.06M1.2%-6.7%0.098%
11/12/2024Larson Financial Group LLC4,329$316K0.0%N/A0.015%
11/12/2024Jim Saulnier & Associates LLC16,847$1.23M1.2%N/A0.058%
11/12/2024Kingsview Wealth Management LLC73,243$5.35M0.1%+6.3%0.253%
11/12/2024 Certified Advisory Corp64,035$4.67M0.5%+4.8%0.222%
11/12/2024Flagstar Advisors Inc.7,678$560K0.1%-1.9%0.027%
11/12/2024Nwam LLC51,702$3.77M0.2%N/A0.179%
11/12/2024 Integrated Investment Consultants LLC112,763$8.01M0.2%+8.3%0.390%
11/8/2024Steele Capital Management Inc.186,034$13.61M0.7%+13.6%0.644%
11/8/2024First Horizon Advisors Inc.12,258$894K0.0%+1.9%0.042%
11/8/2024 Avior Wealth Management LLC547,910$39.97M1.6%+4.7%1.896%
11/7/2024MidAtlantic Capital Management Inc.7,155$522K0.4%N/A0.025%
11/7/2024Thrivent Financial for Lutherans41,656$3.04M0.0%+286.8%0.144%
11/6/2024KPP Advisory Services LLC8,360$610K0.1%+19.2%0.029%
11/6/2024Black Diamond Financial LLC32,992$2.41M0.4%+4.3%0.114%
11/6/2024Summit Asset Management LLC59,702$4.36M0.8%-0.5%0.207%
11/6/2024Oppenheimer & Co. Inc.87,594$6.39M0.1%-4.2%0.303%
11/6/2024Cornerstone Planning Group LLC310,146$22.98M5.0%+6.0%1.073%
11/5/2024Harbour Investments Inc.8,046$587K0.0%+8.8%0.028%
11/5/2024Nations Financial Group Inc. IA ADV87,416$6.38M0.5%+23.2%0.302%
11/4/2024Addison Advisors LLC6,375$465K0.1%+50.5%0.022%
11/4/2024Beam Wealth Advisors Inc.18,008$1.31M0.4%+30.7%0.062%
11/4/2024Axxcess Wealth Management LLC15,826$1.16M0.0%+6.2%0.055%
11/4/2024Sigma Planning Corp118,654$8.66M0.3%+33.3%0.411%
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%
11/1/2024 Rovin Capital UT ADV36,182$2.64M1.0%+12.7%0.125%
10/31/2024Castle Wealth Management LLC61,176$4.46M1.8%+3.4%0.212%
10/31/2024Forte 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%
10/30/2024Chaney Capital Management Inc.36,463$2.66M1.5%+129.5%0.126%
10/29/2024Roman Butler Fullerton & Co.3,266$243K0.1%-9.6%0.011%
10/29/2024IAG 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%
10/28/2024Creative Financial Designs Inc. ADV281,401$20.53M1.7%-2.7%0.974%
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10/28/2024Focus Financial Network Inc.16,929$1.24M0.1%+5.7%0.059%
10/25/2024Voisard 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%
10/25/2024Pinnacle Associates Ltd.9,150$668K0.0%+27.1%0.032%
10/25/2024Eagle Strategies LLC110,902$8.09M1.5%+1.5%0.384%
10/25/2024Valmark Advisers Inc.5,627$411K0.0%N/A0.019%
10/25/2024 Diversify Advisory Services LLC12,511$926K0.0%-23.7%0.043%
10/24/2024Hunter Associates Investment Management LLC24,311$1.78M0.3%+4.0%0.084%
10/24/2024Concord Wealth Partners1,033$75K0.0%N/A0.004%
10/24/2024Marmo Financial Group LLC119,048$8.69M4.6%-42.6%0.412%
(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, 277 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), Avior Wealth Management LLC ($42.14M), Commonwealth Equity Services LLC ($34.27M), and UBS Group AG ($32.07M).Learn more on IMCG's institutional investors.

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

Of the 245 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 ($401.47K), 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. ($194.69K).

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

Institutional investors have bought a total of 8,448,005 shares in the last 24 months. This purchase volume represents approximately $531.83M in transactions.

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

Of the 133 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. ($156.69K), First Horizon Advisors Inc. ($151.77K), Commonwealth Equity Services LLC ($131.77K), Fermata Advisors LLC ($124.68K), and Orgel Wealth Management LLC ($116.29K).

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

Institutional investors have sold a total of 3,245,488 shares in the last 24 months. This volume of shares sold represents approximately $209.19M in transactions.


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This page (NYSEARCA:IMCG) was last updated on 1/21/2025 by MarketBeat.com Staff
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