Who owns IMCG?
iShares Morningstar Mid-Cap Growth ETF · iShares
423 institutions reported holding IMCG, worth $2.8B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IMCG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Vantagepoint Investment Advisers LLC | Washington, DC | $295.5M | 3,006,105 | No change |
| LPL Financial LLC | Fort Mill, SC | $282.3M | 2,871,946 | +268,592 shares |
| RMG Wealth Management LLC | Platteville, WI | $133.9M | 1,332,132 | New position |
| Morgan Stanley | New York, NY | $129.4M | 1,316,703 | +37,242 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $111.8M | 1,137,839 | +114,770 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $100.4M | 1,021,825 | +90,825 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $97.6M | 993,164 | +165,792 shares |
| Cetera Investment Advisers | Schaumburg, IL | $95.4M | 970,838 | +27,275 shares |
| Allegheny Financial Group | Pittsburgh, PA | $61.2M | 622,184 | +401,770 shares |
| Bank of America Corp. | Charlotte, NC | $56.8M | 577,867 | +10,278 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IMCG?
423 institutional managers reported holding IMCG in Form 13F filings for June 30, 2026, worth $2.8B in total. The largest reported position was held by Vantagepoint Investment Advisers LLC, at $295.5M.
Did institutions buy or sell IMCG last quarter?
Reported 13F value rose 38.3% from March 31, 2026, which includes price moves as well as buying and selling. 53 firms reported a new position and 21 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IMCG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.