IMCG

Ishares Morningstar Mid-cap

+$46.2M

Net Activity

Institutions Holding

400

Popularity Rank

#1451

Avg Weight

0.41%

Total Value

$2.1B

Ownership Trend

400 institutions currently hold IMCG, with 186 net buyers and 142 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

142

Net Buying Institutions

186

Key Holders

Key Holders

Top 5 by Value

VI
Vantagepoint Investment Advisers LLC
$236.8M
LF
LPL Financial LLC
$205.1M
MS
Morgan Stanley
$100.8M
RJ
Raymond James Financial INC
$80.6M
AF
Ameriprise Financial INC
$74.5M

Top 5 by Conviction

CF
Cosner Financial Group, LLC
11.83%
PW
Ptm Wealth Management, LLC
6.71%
GC
Granville Capital, INC.
6.00%
BW
Beam Wealth Advisors, INC.
5.11%
CW
Capital Wealth Management, LLC
4.84%
View all 400 holding institutions

Quarterly Activity

Recent Activity

+$1.4B

Total Buy Value

$709.5M

Total Sell Value

New buy24
Trim121
Add162
Sold out21

186

Net Buyers

142

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES MORNINGSTAR MID-CAP (IMCG)?
Major stakeholders currently include Vantagepoint Investment Advisers LLC ($236.8M), LPL Financial LLC ($205.1M), Morgan Stanley ($100.8M). Based on the latest 13F filings, there are a total of 400 tracked investment funds and institutions maintaining positions in IMCG.
What is the overall institutional sentiment toward IMCG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $46.2M, driven by 186 managers accumulating shares while 142 reduced their exposure.
Which institutions have been selling or reducing their IMCG positions?
In the latest period, 121 funds trimmed their holdings, and 21 managers completely exited their positions. The aggregate reported sell value was $709.5M.
Are there any notable investors adding IMCG to their portfolios?
Yes, buying activity remains notable. 24 institutions opened new positions in {ticker}, and 162 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.4B.

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