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

iShares Morningstar Mid-Cap Growth ETF logo
$76.88 +1.21 (+1.60%)
(As of 12/20/2024 04:33 PM ET)
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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)
$309.08M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$135.43M
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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
11/25/2024 Sanctuary Advisors LLC10,733$857K0.0%N/A0.037%
11/18/2024 TD Private Client Wealth LLC10,913$796K0.0%+4.6%0.038%
11/18/2024 Asset Allocation Strategies LLC20,656$1.51M0.4%-28.2%0.071%
11/18/2024 Coldstream Capital Management Inc.5,409$395K0.0%-8.3%0.019%
11/15/2024 MML Investors Services LLC71,222$5.20M0.0%+4.8%0.246%
11/15/2024 Jane Street Group LLC27,346$2.00M0.0%N/A0.095%
11/15/2024 Stifel Financial Corp11,097$810K0.0%-14.8%0.038%
11/15/2024 IHT Wealth Management LLC9,138$667K0.0%-2.8%0.032%
11/15/2024 Integrated Wealth Concepts LLC20,626$1.51M0.0%+3.5%0.071%
11/15/2024 HighTower Advisors LLC33,793$2.46M0.0%-11.5%0.117%
11/15/2024 Hilltop Holdings Inc.22,047$1.61M0.1%+6.0%0.076%
11/15/2024 Benjamin Edwards Inc.5,017$366K0.0%N/A0.017%
11/14/2024 Arete Wealth Advisors LLC24,512$1.78M0.1%-1.8%0.085%
11/13/2024 FMR LLC11,341$828K0.0%+21.6%0.039%
11/13/2024 Capital Square LLC28,186$2.06M1.2%-6.7%0.098%
11/12/2024Larson Financial Group LLC4,329$316K0.0%N/A0.015%
11/12/2024 Jim Saulnier & Associates LLC16,847$1.23M1.2%N/A0.058%
11/12/2024 Kingsview 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%
11/12/2024 Flagstar Advisors Inc.7,678$560K0.1%-1.9%0.027%
11/12/2024 Nwam LLC51,702$3.77M0.2%N/A0.179%
11/12/2024 Integrated Investment Consultants LLC112,763$8.01M0.2%+8.3%0.390%
11/8/2024 Steele Capital Management Inc.186,034$13.61M0.7%+13.6%0.644%
11/8/2024 First 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%
11/7/2024 MidAtlantic Capital Management Inc.7,155$522K0.4%N/A0.025%
11/7/2024 Thrivent Financial for Lutherans41,656$3.04M0.0%+286.8%0.144%
11/6/2024 KPP Advisory Services LLC8,360$610K0.1%+19.2%0.029%
11/6/2024 Black Diamond Financial LLC32,992$2.41M0.4%+4.3%0.114%
11/6/2024 Summit Asset Management LLC59,702$4.36M0.8%-0.5%0.207%
11/6/2024 Oppenheimer & Co. Inc.87,594$6.39M0.1%-4.2%0.303%
11/6/2024 Cornerstone Planning Group LLC310,146$22.98M5.0%+6.0%1.073%
11/5/2024 Harbour Investments Inc.8,046$587K0.0%+8.8%0.028%
11/5/2024 Nations Financial Group Inc. IA ADV87,416$6.38M0.5%+23.2%0.302%
11/4/2024 Addison Advisors LLC6,375$465K0.1%+50.5%0.022%
11/4/2024 Beam Wealth Advisors Inc.18,008$1.31M0.4%+30.7%0.062%
11/4/2024 Axxcess Wealth Management LLC15,826$1.16M0.0%+6.2%0.055%
11/4/2024 Sigma Planning Corp118,654$8.66M0.3%+33.3%0.411%
11/1/2024 Atria Investments Inc14,782$1.08M0.0%-9.5%0.051%
11/1/2024 PFS Partners LLC92,342$6.74M3.8%+0.9%0.320%
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11/1/2024 Assetmark Inc.4,106$300K0.0%+39.9%0.014%
11/1/2024 Rovin Capital UT ADV36,182$2.64M1.0%+12.7%0.125%
10/31/2024 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%
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%
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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%
(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, 272 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 ($39.97M), 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 240 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 ($391.41K), 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 8,586,408 shares in the last 24 months. This purchase volume represents approximately $536.52M in transactions.

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

Of the 131 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 ($123.94K), and Osaic Holdings Inc. ($111.75K).

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

Institutional investors have sold a total of 3,198,482 shares in the last 24 months. This volume of shares sold represents approximately $205.57M in transactions.


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This page (NYSEARCA:IMCG) was last updated on 12/22/2024 by MarketBeat.com Staff
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