Who owns iShares Morningstar Mid-Cap Growth ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IMCG from SEC Form 13F filings across 424 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 424 institutions disclosed 28.2M shares of iShares Morningstar Mid-Cap Growth ETF worth $2.77B — about 67.8% of shares outstanding; the largest disclosed holder is VANTAGEPOINT INVESTMENT ADVISERS LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
424
13F holders
$2.77B
value, 2026 filers
67.8%
of shares outstanding (28.2M sh)
55
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IMCG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 3.0M | $295.5M | 2.2% | 7.2% | 0.0% |
| 2 | LPL Financial LLC | 2.9M | $282.3M | 0.1% | 6.9% | +10.3% |
| 3 | RMG Wealth Management LLCNEW | 1.3M | $133.9M | 13.8% | 3.2% | new |
| 4 | MORGAN STANLEY | 1.3M | $129.4M | 0.0% | 3.2% | +2.9% |
| 5 | RAYMOND JAMES FINANCIAL INC | 1.1M | $111.8M | 0.0% | 2.7% | +11.2% |
| 6 | AMERIPRISE FINANCIAL INC | 1.0M | $100.4M | 0.0% | 2.5% | +9.8% |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 993,164 | $97.6M | 0.1% | 2.4% | +20.0% |
| 8 | Cetera Investment Advisers | 970,838 | $95.4M | 0.1% | 2.3% | +2.9% |
| 9 | Allegheny Financial Group | 622,184 | $61.2M | 6.5% | 1.5% | +182.3% |
| 10 | BANK OF AMERICA CORP /DE/ | 577,867 | $56.8M | 0.0% | 1.4% | +1.8% |
| 11 | OSAIC HOLDINGS, INC. | 542,966 | $53.4M | 0.1% | 1.3% | +12.1% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 529,891 | $52.1M | 0.1% | 1.3% | -7.7% |
| 13 | UBS Group AG | 440,630 | $43.3M | 0.0% | 1.1% | -1.8% |
| 14 | Mariner, LLC | 436,059 | $42.9M | 0.0% | 1.1% | -8.6% |
| 15 | VICTORY FINANCIAL GROUP, LLC | 430,919 | $42.4M | 4.4% | 1% | -0.2% |
| 16 | WELLS FARGO & COMPANY/MN | 422,531 | $41.5M | 0.0% | 1% | +2.1% |
| 17 | Cornerstone Planning Group LLC | 390,783 | $37.3M | 4.7% | 0.9% | +2.2% |
| 18 | Avior Wealth Management, LLC | 310,631 | $30.5M | 0.8% | 0.7% | -30.4% |
| 19 | Arax Advisory Partners | 305,921 | $30.1M | 0.2% | 0.7% | +5.7% |
| 20 | Orgel Wealth Management, LLC | 284,164 | $27.9M | 0.5% | 0.7% | -2.6% |
| 21 | Cosner Financial Group, LLC | 277,581 | $27.3M | 14.0% | 0.7% | +1.5% |
| 22 | ECLECTIC ASSOCIATES INC /ADV | 263,644 | $25.9M | 3.0% | 0.6% | +6.1% |
| 23 | CAPITAL WEALTH MANAGEMENT, LLC | 243,505 | $23.9M | 5.8% | 0.6% | +7.3% |
| 24 | BEAM WEALTH ADVISORS, INC. | 239,990 | $23.6M | 5.2% | 0.6% | -7.8% |
| 25 | Rodgers & Associates, LTD | 236,684 | $23.3M | 2.1% | 0.6% | -3.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.