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

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$69.48
+0.03 (+0.04%)
(As of 05/17/2024 08:53 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)
175
Total
Institutional Inflows
(last 12 months)
$316.74M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$97.30M
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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
5/17/2024 Beacon Capital Management LLC1,536$109K0.0%N/A0.005%
5/15/2024 Price T Rowe Associates Inc. MD2,956$209K0.0%N/A0.010%
5/15/2024 LRI Investments LLC29,940$2.05M0.3%N/A0.104%
5/14/2024 Axxcess Wealth Management LLC13,524$956K0.0%+6.5%0.047%
5/14/2024 CreativeOne Wealth LLC2,987$211K0.0%-21.4%0.010%
5/14/2024 Forte Capital LLC ADV271,766$19.21M2.4%+0.6%0.940%
5/13/2024 Rockport Wealth LLC10,497$738K0.3%N/A0.036%
5/11/2024 Northern Capital Management Inc.3,880$274K0.2%N/A0.013%
5/10/2024 Osaic Holdings Inc.215,254$15.22M0.0%-28.4%0.745%
5/10/2024 Rodgers & Associates LTD211,389$14.94M1.9%-5.0%0.731%
5/10/2024 Horizon Family Wealth Inc.3,810$269K0.2%-84.6%0.013%
5/10/2024 Nwam LLC51,969$3.54M0.3%-6.2%0.180%
5/9/2024 Blair William & Co. IL5,269$372K0.0%+8.1%0.018%
5/9/2024 Kingsview Wealth Management LLC19,383$1.37M0.0%+28.9%0.067%
5/8/2024 Ethos Financial Group LLC119,307$8.43M1.6%N/A0.413%
5/8/2024 Neumann Capital Management LLC15,476$1.09M0.4%-1.3%0.054%
5/8/2024 Avantax Advisory Services Inc.398,204$28.15M0.2%+19.9%1.378%
5/8/2024 Cornerstone Planning Group LLC273,771$18.46M5.7%+6.4%0.947%
5/7/2024 Capital Square LLC30,225$2.14M1.5%N/A0.105%
5/7/2024 Bedel Financial Consulting Inc.80,872$5.72M0.9%+2.0%0.280%
5/7/2024 Atomi Financial Group Inc.4,789$338K0.0%+23.5%0.017%
5/7/2024 Allegheny Financial Group LTD18,684$1.32M0.4%+37.5%0.065%
5/7/2024 Horizon Investment Services LLC21,940$1.55M0.8%+10.0%0.076%
5/7/2024 Oppenheimer & Co. Inc.96,522$6.82M0.1%-0.3%0.334%
5/7/2024 PFG Advisors35,409$2.50M0.2%-1.9%0.123%
5/3/2024 Etfidea LLC119,039$8.41M2.9%-3.6%0.412%
5/2/2024 Lincoln National Corp33,398$2.36M0.0%+11.4%0.116%
5/2/2024 Hunter Associates Investment Management LLC24,885$1.76M0.3%+4.3%0.086%
5/1/2024 Janney Montgomery Scott LLC38,162$2.70M0.0%-16.1%0.132%
5/1/2024 Avior Wealth Management LLC367,047$25.94M1.2%+106.7%1.270%
5/1/2024 Diversify Advisory Services LLC15,899$1.12M0.1%N/A0.054%
4/30/2024 Private Advisor Group LLC87,848$6.21M0.0%+17.1%0.298%
4/30/2024 J.W. Cole Advisors Inc.9,630$681K0.0%+15.8%0.033%
4/30/2024 BlueChip Wealth Advisors LLC6,422$454K0.3%+4.1%0.022%
4/30/2024Concord Wealth Partners982$69K0.0%N/A0.003%
4/29/2024Commonwealth Equity Services LLC547,001$38.66M0.1%+2.6%1.857%
4/29/2024 Benjamin F. Edwards & Company Inc.5,028$355K0.0%-3.3%0.017%
4/29/2024 Castle Wealth Management LLC54,148$3.83M2.0%+1.3%0.184%
4/26/2024 Pinnacle Associates Ltd.7,200$509K0.0%-21.3%0.024%
4/26/2024 McKinley Carter Wealth Services Inc.8,301$587K0.0%-11.5%0.028%
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4/26/2024 Bogart Wealth LLC3,889$275K0.0%-11.2%0.013%
4/25/2024 Eudaimonia Partners LLC41,063$2.90M0.7%+10.2%0.139%
4/25/2024 IAG Wealth Partners LLC159,474$11.27M2.4%+4.6%0.542%
4/25/2024 Cambridge Investment Research Advisors Inc.126,608$8.95M0.0%-42.8%0.430%
4/24/2024 Win Advisors Inc.6,100$431K0.2%N/A0.021%
4/24/2024 Family Legacy Inc.42,304$2.99M1.1%-3.3%0.144%
4/24/2024 Marino Stram & Associates LLC25,926$1.83M0.4%+3.3%0.088%
4/24/2024 Financial Freedom LLC38,501$2.72M1.6%-9.8%0.131%
4/23/2024 James J. Burns & Company LLC8,702$605K0.2%-40.7%0.030%
4/23/2024 Global Retirement Partners LLC34,693$2.45M0.1%-1.0%0.118%
4/23/2024 LaFleur & Godfrey LLC5,868$415K0.1%+55.4%0.020%
4/23/2024 WASHINGTON TRUST Co636$45K0.0%N/A0.002%
4/23/2024 Nations Financial Group Inc. IA ADV56,124$3.97M0.3%+26.0%0.191%
4/23/2024 KLR Investment Advisors LLC12,405$818K0.6%N/A0.042%
4/23/2024 OxenFree Capital LLC88,477$6.25M5.7%+2.9%0.300%
4/23/2024 Raymond James Financial Services Advisors Inc.623,328$44.06M0.1%+2.0%2.117%
4/23/2024 Prospect Financial Services LLC21,770$1.54M1.3%+11.0%0.074%
4/22/2024 Strategic Financial Concepts LLC3,376$239K0.1%N/A0.011%
4/22/2024 Rovin Capital UT ADV30,556$2.16M0.9%+6.8%0.104%
4/22/2024 HF Advisory Group LLC8,684$614K0.3%+3.4%0.029%
4/22/2024 Raymond James & Associates133,140$9.41M0.0%+8.2%0.452%
4/22/2024 Marmo Financial Group LLC207,795$14.69M8.9%+4.3%0.706%
4/19/2024 Capital Wealth Management LLC156,337$11.05M5.3%-0.6%0.531%
4/19/2024 Accel Wealth Management12,927$914K0.4%+35.1%0.044%
4/19/2024 Westside Investment Management Inc.7,032$495K0.1%+122.0%0.024%
4/19/2024 Valley National Advisers Inc.54,090$3.82M0.6%+2.6%0.184%
4/18/2024 Steele Capital Management Inc.165,467$11.70M0.7%-2.4%0.562%
4/18/2024 Scott Capital Advisors LLC150,175$10.50M3.2%+3.1%0.510%
4/17/2024 Founders Financial Securities LLC11,542$816K0.1%N/A0.039%
4/16/2024 Capital Asset Advisory Services LLC13,510$938K0.1%+6.4%0.046%
4/16/2024 Courage Miller Partners LLC27,916$1.97M0.7%-1.6%0.095%
4/16/2024 Wealth Enhancement Advisory Services LLC76,480$5.41M0.0%+26.2%0.260%
4/16/2024 PFS Partners LLC90,133$6.37M4.2%+2.5%0.306%
4/15/2024 Orgel Wealth Management LLC337,466$23.85M0.7%-18.5%1.146%
4/15/2024 St. Johns Investment Management Company LLC900$64K0.0%-25.8%0.003%
4/15/2024 Sunbelt Securities Inc.1,098$78K0.0%+300.7%0.004%
4/15/2024 Flagstar Advisors Inc.8,389$593K0.2%-18.1%0.028%
4/15/2024 Kingswood Wealth Advisors LLC6,035$427K0.0%N/A0.020%
4/13/2024 Evanson Asset Management LLC3,000$212K0.0%N/A0.011%
4/12/2024 Fermata Advisors LLC33,150$2.34M0.5%-44.3%0.125%
4/12/2024 Whitaker Myers Wealth Managers LTD.26,622$1.88M0.8%-1.4%0.100%
4/12/2024 Ignite Planners LLC28,350$1.99M0.6%+8.4%0.107%
4/11/2024 &PARTNERS6,644$470K0.1%N/A0.025%
4/10/2024 LexAurum Advisors LLC5,727$405K0.1%+3.5%0.022%
4/10/2024 Park Avenue Securities LLC34,090$2.41M0.0%-5.0%0.128%
4/10/2024 Ridgewood Investments LLC8,524$602K0.3%+9.8%0.032%
4/10/2024 Signal Advisors Wealth LLC6,739$476K0.1%+26.1%0.025%
4/5/2024 CWM LLC88,980$6.29M0.1%+2.2%0.335%
4/2/2024 M&R Capital Management Inc.406$29K0.0%+253.0%0.002%
3/15/2024 BlueChip Wealth Advisors LLC6,172$398K0.3%N/A0.023%
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3/14/2024 Leo Wealth LLC29,362$2.04M0.2%N/A0.111%
3/12/2024 Rovin Capital UT ADV28,623$1.85M0.8%-3.8%0.108%
3/6/2024Willner & Heller LLC8,688$560K0.6%N/A0.033%
2/21/2024American Trust10,884$701K0.1%N/A0.041%
2/20/2024 Prospect Financial Services LLC19,605$1.26M1.3%N/A0.074%
2/17/2024 Madison Wealth Partners Inc9,235$595K0.2%+3.7%0.035%
2/16/2024 PCA Investment Advisory Services Inc.17,072$1.10M0.7%-48.9%0.064%
2/15/2024 Comerica Bank27,378$1.77M0.0%+8.3%0.103%
2/14/2024 MGO One Seven LLC106,024$6.83M0.4%+4.7%0.399%
2/14/2024 Visionary Wealth Advisors33,612$2.17M0.2%+50.7%0.127%
(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, 278 institutional investors and hedge funds held shares of iShares Morningstar Mid-Cap Growth ETF. The most heavily invested institutionals were Assetmark Inc. ($63.16M), Ameriprise Financial Inc. ($45.62M), Raymond James Financial Services Advisors Inc. ($44.06M), Creative Financial Designs Inc. ADV ($39.54M), LPL Financial LLC ($39.13M), Commonwealth Equity Services LLC ($38.66M), 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 244 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. ($980.20K), Orgel Wealth Management LLC ($502.55K), Raymond James Financial Services Advisors Inc. ($444.36K), Creative Financial Designs Inc. ADV ($369.92K), Avior Wealth Management LLC ($367.05K), First Horizon Advisors Inc. ($346.96K), and Forte Capital LLC ADV ($272.15K).

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

Institutional investors have bought a total of 9,764,222 shares in the last 24 months. This purchase volume represents approximately $571.17M in transactions.

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

Of the 135 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: Bogart Wealth LLC ($474.95K), First Horizon Advisors Inc. ($270.04K), Wells Fargo & Company MN ($186.02K), Orgel Wealth Management LLC ($165.08K), McKinley Carter Wealth Services Inc. ($155.84K), UBS Group AG ($128.17K), and Cambridge Investment Research Advisors Inc. ($121.70K).

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

Institutional investors have sold a total of 3,400,651 shares in the last 24 months. This volume of shares sold represents approximately $197.39M in transactions.


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This page (NYSEARCA:IMCG) was last updated on 5/20/2024 by MarketBeat.com Staff

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