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

$80.68+1.28 (+1.61%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -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
COMMONWEALTH EQUITY SERVICES, LLCNew Position+563K+$44.0B
BANK OF AMERICA CORP /DE/Increased+100K+$41.0B
Rockport Wealth LLCNew Position+402K+$32.1B
Cornerstone Planning Group LLCNew Position+352K+$29.4B
Rodgers & Associates, LTDNew Position+231K+$18.5B
Allegheny Financial GroupNew Position+162K+$12.9B
Eagle Strategies LLCNew Position+150K+$12.0B
PTM WEALTH MANAGEMENT, LLCNew Position+128K+$10.4B
Scott Capital Advisors, LLCNew Position+112K+$8.9B
PFS Partners, LLCNew Position+98K+$7.8B
SILVER OAK WEALTH ADVISORS SERVICES, LLCNew Position+86K+$6.9B
OPPENHEIMER & CO INCNew Position+80K+$6.4B
Ipsen Advisor Group LLCNew Position+79K+$6.3B
CASTLE WEALTH MANAGEMENT LLCNew Position+63K+$5.0B
ECLECTIC ASSOCIATES INC /ADVIncreased+64K+$4.7B

IMCG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
AMERIPRISE FINANCIAL INCDecreased-636K-$55.6B
Avior Wealth Management, LLCDecreased-10K-$52.5B
Fortitude Financial, LLCClosed Position-169K-$14.1B
RAYMOND JAMES FINANCIAL INCDecreased-35K-$7.0B
OSAIC HOLDINGS, INC.Decreased-49K-$6.9B
ROYAL BANK OF CANADADecreased-43K-$5.0B
Employees' Retirement Fund of the City of Fort WorthDecreased-57K-$4.9B
&PARTNERSDecreased-151-$4.7B
UBS Group AGDecreased-32K-$3.9B
HighTower Advisors, LLCDecreased-35-$2.5B
PFG AdvisorsDecreased-29K-$2.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-25K-$2.3B
Integrated Wealth Concepts LLCDecreased-24K-$2.3B
WELLS FARGO & COMPANY/MNDecreased-5K-$2.1B
JPMORGAN CHASE & CODecreased-473-$2.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC809,591$64.0B14.46%Share
2RAYMOND JAMES FINANCIAL INC777,436$62.0B19.29%Share
3COMMONWEALTH EQUITY SERVICES, LLC563,087$44.0B58.66%Share
4UBS Group AG432,031$34.5B5.59%Share
5VICTORY FINANCIAL GROUP, LLC421,283$33.6B4.23%Share
6Rockport Wealth LLC402,303$32.1B6.25%Share
7OSAIC HOLDINGS, INC.384,955$30.0B43.84%Share
8Cornerstone Planning Group LLC352,307$29.4B4.59%Share
9WELLS FARGO & COMPANY/MN300,730$24.0B4.37%Share
10Cosner Financial Group, LLC270,444$21.6B11.02%Share
11ROYAL BANK OF CANADA269,188$21.0B3.42%Share
12BANK OF AMERICA CORP /DE/261,818$20.0B1.45%Share
13Rodgers & Associates, LTD231,448$18.5B1.87%Share
14ECLECTIC ASSOCIATES INC /ADV200,442$16.0B2.50%Share
15BANK OF AMERICA CORP /DE/212,181$16.0B1.16%Share
16CAPITAL WEALTH MANAGEMENT, LLC198,645$15.9B5.12%Share
17RAYMOND JAMES FINANCIAL INC172,648$13.0B4.04%Share
18Allegheny Financial Group161,775$12.9B1.91%Share
19CREATIVE FINANCIAL DESIGNS INC /ADV153,457$12.3B0.77%Share
20Eagle Strategies LLC150,387$12.0B1.53%Share
21PTM WEALTH MANAGEMENT, LLC127,607$10.4B5.88%Share
22Sigma Planning Corp127,905$10.2B0.28%Share
23ELEVATION POINT WEALTH PARTNERS, LLC127,572$10.0B0.48%Share
24Private Advisor Group, LLC129,370$10.0B47.05%Share
25WELLS FARGO & COMPANY/MN118,718$9.0B1.64%Share
26Equitable Holdings, Inc.116,880$9.0B61.53%Share
27Scott Capital Advisors, LLC111,594$8.9B1.97%Share
28PFS Partners, LLC98,237$7.8B3.59%Share
29OxenFree Capital LLC91,838$7.3B3.85%Share
30Steward Partners Investment Advisory, LLC96,304$7.0B38.39%Share
31Equitable Holdings, Inc.91,808$7.0B47.86%Share
32SILVER OAK WEALTH ADVISORS SERVICES, LLC86,162$6.9B4.44%Share
33OPPENHEIMER & CO INC79,594$6.4B90.22%Share
34Ipsen Advisor Group LLC79,020$6.3B4.48%Share
35Verde Capital Management69,854$5.6B1.19%Share
36CASTLE WEALTH MANAGEMENT LLC62,843$5.0B1.66%Share
37OSAIC HOLDINGS, INC.64,811$5.0B7.31%Share
38STEINBERGANNA WEALTH MANAGEMENT55,952$4.5B2.09%Share
39Employees' Retirement Fund of the City of Fort Worth55,500$4.4B1.98%Share
40Chaney Capital Management, Inc.54,252$4.3B1.49%Share
41NWAM LLC51,942$4.3B0.24%Share
42Kellett Wealth Advisors, LLC53,986$4.3B2.46%Share
43Virtus Wealth Solutions LLC53,300$4.3B0.81%Share
44DENVER WEALTH MANAGEMENT, INC.53,081$4.2B1.50%Share
45KINGSWOOD WEALTH ADVISORS, LLC50,926$4.1B0.20%Share
46DDFG, Inc50,456$4.0B0.88%Share
47Cerro Pacific Wealth Advisors LLC47,023$3.8B1.01%Share
48DIVERSIFY WEALTH MANAGEMENT, LLC43,797$3.6B0.17%Share
49BEAM WEALTH ADVISORS, INC.41,326$3.3B0.91%Share
50Marmo Financial Group, LLC39,533$3.2B1.49%Share

IMCG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025390$851.8B+186
Q3 2025204$1.1T-132
Q2 2025336$1.2T-14
Q1 2025350$1.4T+75
Q4 2024275$94.9T+68
Q3 2024207$185.2T+19
Q2 2024188$64.0T+2
Q1 2024186$995.1T—

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As of Q4 2025, 50 institutional investors hold IMCG (iShares Morningstar Mid-Cap Growth ETF). The largest holder is AMERIPRISE FINANCIAL INC with $64.0B in shares. This quarter, 13 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 AMERIPRISE FINANCIAL INC with $64.0B in shares.

Is institutional ownership of IMCG increasing or decreasing?

This quarter, 13 institutions opened new positions in IMCG and 1 closed their positions.