IMCG · iShares Morningstar Mid-Cap Growth ETF ETF
$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.
Holders: 3
Total Value: $2,192,483
Total Shares: 22,304
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
60.1%
+48.3 pts
Top 5
100.0%
+65.3 pts
Top 10
100.0%
+52.0 pts
HHI
5,104
Highly concentrated+4,730
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
1
Sold Out
398
Unchanged
1
Holder count:
-397
Institutional value:
-99.9%
Shares held:
-99.9%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −803 | 8,617 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 13,400 | $1,317,220 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,006,105 | $236,790,890 | |
| Mega LPL Financial LLC | 2,603,354 | $205,066,194 | |
| Mega MORGAN STANLEY | 1,279,461 | $100,783,141 | |
| Mega RAYMOND JAMES FINANCIAL INC | 1,023,069 | $80,587,144 | |
| Large Cetera Investment Advisers | 943,563 | $74,324,457 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IMCG | $1,317,220 | 60.08% | 13,400 | Call | 2026-09-02 | |
| Large Corient Private Wealth LLC IMCG | $847,051 | 38.63% | 8,617 | Shares | 2026-08-27 | |
| Small Cornerstone Financial Management LLC IMCG | $28,212 | 1.29% | 287 | Shares | 2026-08-28 |