Who owns iShares Morningstar Mid-Cap Growth ETF?
Institutional ownership of IMCG from SEC Form 13F filings across 239 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.
239
13F holders
$1.65B
value, 2026 filers
41.7%
of shares outstanding (17.3M sh)
31
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 | LPL Financial LLC | 2.9M | $282.3M | 0.1% | 6.9% | +10.3% |
| 2 | MORGAN STANLEY | 1.3M | $129.4M | 0.0% | 3.2% | +2.9% |
| 3 | RAYMOND JAMES FINANCIAL INC | 1.1M | $111.8M | 0.0% | 2.7% | +11.2% |
| 4 | AMERIPRISE FINANCIAL INC | 1.0M | $100.4M | 0.0% | 2.5% | +9.8% |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 993,164 | $97.6M | 0.1% | 2.4% | +20.0% |
| 6 | Cetera Investment Advisers | 970,838 | $95.4M | 0.1% | 2.3% | +2.9% |
| 7 | BANK OF AMERICA CORP /DE/ | 577,867 | $56.8M | 0.0% | 1.4% | +1.8% |
| 8 | OSAIC HOLDINGS, INC. | 542,966 | $53.4M | 0.1% | 1.3% | +12.1% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 529,891 | $52.1M | 0.1% | 1.3% | -7.7% |
| 10 | UBS Group AG | 440,630 | $43.3M | 0.0% | 1.1% | -1.8% |
| 11 | Mariner, LLC | 436,059 | $42.9M | 0.0% | 1.1% | -8.6% |
| 12 | VICTORY FINANCIAL GROUP, LLC | 430,919 | $42.4M | 4.4% | 1% | -0.2% |
| 13 | WELLS FARGO & COMPANY/MN | 422,531 | $41.5M | 0.0% | 1% | +2.1% |
| 14 | Cornerstone Planning Group LLC | 390,783 | $37.3M | 4.7% | 0.9% | +2.2% |
| 15 | Arax Advisory Partners | 305,921 | $30.1M | 0.2% | 0.7% | +5.7% |
| 16 | Cambridge Investment Research Advisors, Inc. | 229,523 | $22,563 | 0.1% | 0.6% | +71.0% |
| 17 | IAG Wealth Partners, LLC | 225,135 | $22.1M | 2.2% | 0.5% | -2.1% |
| 18 | ROYAL BANK OF CANADA | 212,859 | $20.9M | 0.0% | 0.5% | -21.0% |
| 19 | ELEVATION POINT WEALTH PARTNERS, LLC | 196,090 | $19.3M | 0.4% | 0.5% | +40.4% |
| 20 | Thrivent Financial for Lutherans | 192,454 | $18,917 | 0.0% | 0.5% | +4447.6% |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 145,713 | $14.3M | 0.7% | 0.4% | +5.0% |
| 22 | Vestmark Advisory Solutions, Inc. | 144,173 | $14.2M | 0.1% | 0.3% | +5.0% |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 144,107 | $14.2M | 0.0% | 0.3% | -11.0% |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | 142,953 | $14.1M | 0.7% | 0.3% | -6.4% |
| 25 | Sigma Planning Corp | 130,983 | $12.9M | 0.3% | 0.3% | +0.8% |
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.