ISHARES MORNINGSTAR MID-CAP (IMCG) Institutional Ownership Changes & 13F Activity
ISHARES MORNINGSTAR MID-CAP (IMCG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Thrivent Financial For Lutherans, Integrated Investment Consultants, Llc, Wellington Management Group Llp, and Raymond James Financial Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -1,258 | -3.9% | 30,966 | $3.04M | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -803 | -8.5% | 8,617 | $847.10K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -2,582 | -9.7% | 24,151 | $2.37M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -201 | -0.7% | 30,105 | $2.96M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2,151 | — | 2,151 | $211.41K | Q2 2026 | Aug 18, 2026 |
| Integrated Investment Consultants, Llc | Buy | +136,468 | — | 136,468 | $12.94M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -108,287 | -52.4% | 98,557 | $9.69M | Q2 2026 | Aug 17, 2026 |
| Balanced Rock Investment Advisors Llc | Buy | +29,812 | — | 29,812 | $2.93M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +2,188 | — | 2,188 | $214.88K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Buy | +98 | +96.1% | 200 | $19.66K | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Buy | +64 | +1.1% | 6,019 | $591.70K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,021,825 | — | 1,021,825 | $100.37M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +188,222 | +4447.6% | 192,454 | $18.92M | Q2 2026 | Aug 14, 2026 |
| Wellington Management Group Llp | Buy | +122,950 | — | 122,950 | $12.09M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +114,770 | +11.2% | 1,137,839 | $111.85M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +58,744 | +12.1% | 542,966 | $53.38M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -56,413 | -21.0% | 212,859 | $20.92M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +17,449 | +46.0% | 55,403 | $5.34M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +10,278 | +1.8% | 577,867 | $56.80M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +8,803 | +2.1% | 422,531 | $41.53M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +6,929 | +5.0% | 144,173 | $14.17M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +5,948 | — | 5,948 | $584.73K | Q2 2026 | Aug 14, 2026 |
| American Trust | Sell | -5,603 | -9.0% | 56,431 | $5.55M | Q2 2026 | Aug 14, 2026 |
| Tandem Financial, Llc | Buy | +5,027 | +4.7% | 112,506 | $11.06M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +4,189 | — | 4,189 | $411.74K | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +3,852 | +28.1% | 17,554 | $1.73M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -3,754 | -14.4% | 22,344 | $2.20M | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Buy | +3,639 | — | 3,639 | $357.70K | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, Llc | Buy | +2,434 | — | 2,434 | $239.26K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -2,395 | -4.4% | 51,762 | $5.09M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about IMCG activity
Which institutional owners are buying IMCG?
Institutional owners buying IMCG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IMCG activity?
"Buy" means an investor increased their reported position in IMCG compared to the prior reporting period. This reflects growing exposure to ISHARES MORNINGSTAR MID-CAP (IMCG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IMCG increasing?
Institutional interest in IMCG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.