Who Owns iShares Morningstar Mid-Cap Growth ETF (IMCG)?Hedge Fund & Institutional Holders

$79.46+0.04 (+0.05%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.76350245981195e+236T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$63.36$68.70$74.05$79.39$84.74Sep 24Jun 25Mar 26

IMCG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
VANTAGEPOINT INVESTMENT ADVISERS LLCNew Position+3.1M+$246.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+563K+$44.0M
Rockport Wealth LLCNew Position+402K+$32.1M
Cornerstone Planning Group LLCNew Position+352K+$29.4M
Arax Advisory PartnersNew Position+273K+$21.0M
Rodgers & Associates, LTDNew Position+231K+$18.5M
Steele Capital Management, Inc.New Position+203K+$16.2M
CWM, LLCNew Position+196K+$15.7M
ENVESTNET ASSET MANAGEMENT INCNew Position+184K+$14.0M
Allegheny Financial GroupNew Position+162K+$12.9M
Eagle Strategies LLCNew Position+150K+$12.0M
GRANVILLE CAPITAL, INC.New Position+134K+$10.7M
PTM WEALTH MANAGEMENT, LLCNew Position+128K+$10.4M
NATIONS FINANCIAL GROUP INC, /IA/ /ADVNew Position+130K+$10.4M
Scott Capital Advisors, LLCNew Position+112K+$8.9M

IMCG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
AMERIPRISE FINANCIAL INCDecreased-636K-$119.6B
RAYMOND JAMES FINANCIAL INCDecreased-35K-$82.9B
Avior Wealth Management, LLCDecreased-10K-$52.5B
OSAIC HOLDINGS, INC.Decreased-49K-$42.9B
UBS Group AGDecreased-32K-$38.4B
WELLS FARGO & COMPANY/MNDecreased-5K-$35.1B
ROYAL BANK OF CANADADecreased-43K-$25.9B
Equitable Holdings, Inc.Decreased-6K-$17.7B
Fortitude Financial, LLCClosed Position-169K-$14.1B
Private Advisor Group, LLCDecreased-8K-$11.4B
Integrated Investment Consultants, LLCDecreased-2K-$10.3B
Employees' Retirement Fund of the City of Fort WorthDecreased-57K-$9.3B
American TrustDecreased-49K-$9.2B
JPMORGAN CHASE & CODecreased-473-$6.1B
Summit Asset Management, LLCDecreased-979-$4.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,873,288$276.4M0.17%Share
2VANTAGEPOINT INVESTMENT ADVISERS LLC3,080,936$246.0M1.98%Share
3LPL Financial LLC2,448,326$195.0M0.05%Share
4MORGAN STANLEY1,148,934$91.0M0.01%Share
5Cetera Investment Advisers916,927$73.0M0.08%Share
6AMERIPRISE FINANCIAL INC809,591$64.0M0.01%Share
7RAYMOND JAMES FINANCIAL INC777,436$62.0M0.02%Share
8TD Capital Management LLC723$57.8M0.01%Share
9Avior Wealth Management, LLC625,720$50.0M1.56%Share
10COMMONWEALTH EQUITY SERVICES, LLC563,087$44.0M0.06%Share
11UBS Group AG432,031$34.5M0.01%Share
12VICTORY FINANCIAL GROUP, LLC421,283$33.6M4.23%Share
13Rockport Wealth LLC402,303$32.1M6.25%Share
14Mariner, LLC383,088$30.0M0.04%Share
15OSAIC HOLDINGS, INC.384,955$30.0M0.04%Share
16Cornerstone Planning Group LLC352,307$29.4M4.59%Share
17WELLS FARGO & COMPANY/MN300,730$24.0M0.00%Share
18Orgel Wealth Management, LLC291,237$23.3M0.51%Share
19Cosner Financial Group, LLC270,444$21.6M11.02%Share
20ROYAL BANK OF CANADA269,188$21.0M0.00%Share
21Arax Advisory Partners273,141$21.0M0.61%Share
22BANK OF AMERICA CORP /DE/261,818$20.0M0.00%Share
23Rodgers & Associates, LTD231,448$18.5M1.87%Share
24IAG Wealth Partners, LLC223,763$17.9M2.07%Share
25Matrix Trust Co203,324$16.2M2.68%Share
26Steele Capital Management, Inc.203,324$16.2M0.70%Share
27ECLECTIC ASSOCIATES INC /ADV200,442$16.0M2.50%Share
28BANK OF AMERICA CORP /DE/212,181$16.0M0.00%Share
29CAPITAL WEALTH MANAGEMENT, LLC198,645$15.9M5.12%Share
30CWM, LLC196,225$15.7M0.04%Share
31ENVESTNET ASSET MANAGEMENT INC184,438$14.0M0.00%Share
32RAYMOND JAMES FINANCIAL INC172,648$13.0M0.00%Share
33Allegheny Financial Group161,775$12.9M1.91%Share
34Bedel Financial Consulting, Inc.159,323$12.7M1.37%Share
35CREATIVE FINANCIAL DESIGNS INC /ADV153,457$12.3M0.77%Share
36Eagle Strategies LLC150,387$12.0M1.53%Share
37GRANVILLE CAPITAL, INC.133,754$10.7M5.67%Share
38PTM WEALTH MANAGEMENT, LLC127,607$10.4M5.88%Share
39NATIONS FINANCIAL GROUP INC, /IA/ /ADV129,827$10.4M0.55%Share
40Sigma Planning Corp127,905$10.2M0.28%Share
41Vestmark Advisory Solutions, Inc.126,391$10.1M0.14%Share
42Private Advisor Group, LLC129,370$10.0M0.05%Share
43ELEVATION POINT WEALTH PARTNERS, LLC127,572$10.0M0.48%Share
44Integrated Investment Consultants, LLC124,994$10.0M2.04%Share
45Cambridge Investment Research Advisors, Inc.124,731$9.0M0.02%Share
46WELLS FARGO & COMPANY/MN118,718$9.0M0.00%Share
47Equitable Holdings, Inc.116,880$9.0M0.06%Share
48Scott Capital Advisors, LLC111,594$8.9M1.97%Share
49MGO ONE SEVEN LLC106,179$8.5M0.17%Share
50TRUIST FINANCIAL CORP101,071$8.1M0.01%Share

IMCG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025390$2.2B+186
Q3 2025204$1.3T-133
Q2 2025337$1.3T-15
Q1 2025352$1.4T+76
Q4 2024276$125.7T+69
Q3 2024207$537.9T+18
Q2 2024189$494.1T+3
Q1 2024186$479.2T—

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As of Q4 2025, 50 institutional investors hold IMCG (iShares Morningstar Mid-Cap Growth ETF). The largest holder is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $276.4M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own IMCG?

As of Q4 2025, 50 institutional investors report holding IMCG (iShares Morningstar Mid-Cap Growth ETF) in their 13F filings.

Who is the largest institutional holder of IMCG?

The largest institutional holder of IMCG is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $276.4M in shares.

Is institutional ownership of IMCG increasing or decreasing?

This quarter, 15 institutions opened new positions in IMCG and 1 closed their positions.