Ishares Morningstar Mid-cap
$95.39+0.2%
+$293.8M
Net Activity
+8.64% total shares
Institutions Holding
425
Popularity Rank
#1436
Avg Weight
0.45%
Total Value
$2.8B
425 institutions currently hold IMCG, with 195 net buyers and 160 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
160
Net Buying Institutions
195
Top 5 by Value
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Across its top 20 institutional holders, IMCG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 26/100).
IMCG ranks #1436 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
IMCG is a top-conviction position for Cosner Financial Group, LLC — at 14.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in IMCG belongs to Vantagepoint Investment Advisers LLC, but the position matters far more to Cosner Financial Group, LLC, who has 14.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
LPL Financial LLC has added to its IMCG position for two straight quarters, increasing it by $86.8M to reach $282.3M today.
Avior Wealth Management, LLC has trimmed its IMCG position for two straight quarters, cutting it by $19.4M while still holding $30.5M.
IMCG is up 0.2% today, and institutions have been net buyers of $293.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$359.5M
Total Buy Value
$117.1M
Total Sell Value
195
Net Buyers
160
Net Sellers
IMCG
Q2 2026
Top 5 Institutional Movers
+$133.9M
+$77.2M
+$58.7M
+$43.8M
-$34.0M
IMCG does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
464288307
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,923
Total reported value
$485.0B
Held by 4923 institutions — one of the most-tracked stocks on AlphaSMO
Access IMCG's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/IMCGCLI
npx alphasmo stocks get IMCG