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IMCG · iShares Morningstar Mid-Cap Growth ETF ETF

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$96.45 -0.01 (-0.01%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $2,192,483
Total Shares: 22,304

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
60.1%
Sep 2022 → Jun 2026 · range 5.5% – 100.0%
−39.9 pts
Top 5
100.0%
Sep 2022 → Jun 2026 · range 25.1% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2022 → Jun 2026 · range 41.4% – 100.0%
0.0 pts
HHI
5,104
Sep 2022 → Jun 2026 · range 236 – 10,000
Highly concentrated−4,896

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: +2
Institutional value: +9598.7%
Shares held: +7671.4%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 13,400 $1,317,220
Corient Private Wealth LLC 8,617 $847,051

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 2 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 3 of 3
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC IMCG $1,317,220 60.08% 13,400
Corient Private Wealth LLC IMCG $847,051 38.63% 8,617
Cornerstone Financial Management LLC IMCG $28,212 1.29% 287