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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-1,258-3.9%30,966$3.04MQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-803-8.5%8,617$847.10KQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-2,582-9.7%24,151$2.37MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-201-0.7%30,105$2.96MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+2,1512,151$211.41KQ2 2026Aug 18, 2026
Integrated Investment Consultants, LlcBuy+136,468136,468$12.94MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-108,287-52.4%98,557$9.69MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcBuy+29,81229,812$2.93MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+2,1882,188$214.88KQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+98+96.1%200$19.66KQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+64+1.1%6,019$591.70KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,021,8251,021,825$100.37MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+188,222+4447.6%192,454$18.92MQ2 2026Aug 14, 2026
Wellington Management Group LlpBuy+122,950122,950$12.09MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+114,770+11.2%1,137,839$111.85MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+58,744+12.1%542,966$53.38MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-56,413-21.0%212,859$20.92MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+17,449+46.0%55,403$5.34MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+10,278+1.8%577,867$56.80MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+8,803+2.1%422,531$41.53MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+6,929+5.0%144,173$14.17MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+5,9485,948$584.73KQ2 2026Aug 14, 2026
American TrustSell-5,603-9.0%56,431$5.55MQ2 2026Aug 14, 2026
Tandem Financial, LlcBuy+5,027+4.7%112,506$11.06MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+4,1894,189$411.74KQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+3,852+28.1%17,554$1.73MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-3,754-14.4%22,344$2.20MQ2 2026Aug 14, 2026
Moneta Group Investment Advisors LlcBuy+3,6393,639$357.70KQ2 2026Aug 14, 2026
Gotham Asset Management, LlcBuy+2,4342,434$239.26KQ2 2026Aug 14, 2026
&PartnersSell-2,395-4.4%51,762$5.09MQ2 2026Aug 14, 2026
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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.