Who Owns IMCG?
iShares Morningstar Mid-Cap Growth ETF — Institutional Ownership & 13F Holdings
$87.54
+1.53 (+1.78%)
Market Cap
$3.4B
Shares Outstanding
35,317,179
Institutional Holders
350
Total Inst. Value
$1.2B
% of Float Held
—
QoQ Holder Change
+164
Institutional data as of Q1 2025
New Positions
104
Closed Positions
29
Increased
111
Decreased
80
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | $130.6M | 1,828,545 |
| 2 | MORGAN STANLEY | $69.3M | 970,692 |
| 3 | RAYMOND JAMES FINANCIAL INC | $67.4M | 942,937 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $51.9M | 726,769 |
| 5 | Avior Wealth Management, LLC | $43.8M | 613,033 |
| 6 | WELLS FARGO & COMPANY/MN | $42.4M | 594,238 |
| 7 | AdvisorShares Investments LLC | $38.6M | 537,602 |
| 8 | UBS Group AG | $34.0M | 476,115 |
| 9 | ROYAL BANK OF CANADA | $33.5M | 468,698 |
| 10 | OSAIC HOLDINGS, INC. | $32.4M | 453,498 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | +435K | $130.6M |
| MORGAN STANLEY | +57K | $69.3M |
| RAYMOND JAMES FINANCIAL INC | +39K | $67.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +89K | $51.9M |
| Avior Wealth Management, LLC | +55K | $43.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -239K | $248K |
| GeoWealth Management, LLC | -178K | $37K |
| Private Advisor Group, LLC | -89K | $8.7M |
| THRIVENT FINANCIAL FOR LUTHERANS | -57K | $1K |
| ENVESTNET ASSET MANAGEMENT INC | -47K | $11K |
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Frequently Asked Questions
How many institutional investors hold IMCG?
As of Q1 2025, 350 institutional investors report holding IMCG (iShares Morningstar Mid-Cap Growth ETF) in their 13F filings.
Which hedge fund owns the most IMCG?
The largest institutional holder of IMCG is AMERIPRISE FINANCIAL INC with $130.6M in shares.
Are institutions buying or selling IMCG?
This quarter, 104 institutions opened new positions in IMCG and 29 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.