iShares Morningstar Mid-CapIMCGETF
13F holders, Q1 2025 (March 31)358holders +2
29new positions
26sold out
2famous investors
$71.35avg. 13F price*
At the end of Q1 2025, 358 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, up 2 from Q4 2024. 29 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($143.7M), Ameriprise Financial Inc. ($130.6M) and Morgan Stanley ($69.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $24.0M |
| Exits | 26 | $23.1M |
All 13F filers, Q4 2024 → Q1 2025: 2,613,081 shares bought and 1,153,921 shares sold, net +1,459,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 358 holders
| LPL Financial LLC | 0.06% | Add +69.1% | 2,011,284 | $143.7M |
| Ameriprise Financial Inc. | 0.04% | Add +31.2% | 1,828,545 | $130.6M |
| Morgan Stanley | 0.01% | Add +6.2% | 970,692 | $69.3M |
| Raymond James Financial Inc. | 0.03% | Add +4.3% | 942,937 | $67.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +13.9% | 726,769 | $51.9M |
| Avior Wealth Management, LLC | 1.66% | Add +9.9% | 613,033 | $43.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.4% | 612,373 | $43.7M |
| Wells Fargo & Company | 0.01% | Add +3.8% | 594,238 | $42.4M |
| Avantax Advisory Services, Inc. | 0.24% | Add +1.1% | 546,122 | $39.0M |
| AdvisorShares Investments LLC | 7.57% | Reduce -1.7% | 537,602 | $38.6M |
| UBS Group AG | 0.01% | Reduce -0.1% | 476,115 | $34.0M |
| Royal Bank of Canada | 0.01% | Add +6.7% | 468,698 | $33.5M |
| Osaic Holdings, Inc. | 0.07% | Reduce -20.0% | 453,498 | $32.4M |
| Victory Financial Group, LLC | 5.01% | Add +14.9% | 365,633 | $26.1M |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 334,650 | $23.9M |
| Mariner, LLC | 0.04% | Add +18.4% | 321,641 | $23.0M |
| Cornerstone Planning Group LLC | 5.47% | Add +5.8% | 329,167 | $22.9M |
| Orgel Wealth Management, LLC | 0.56% | Reduce -3.9% | 300,058 | $21.4M |
| Creative Financial Designs Inc. | 1.67% | Add +1.7% | 292,636 | $20.9M |
| Cetera Investment Advisers | 0.04% | Add +10.9% | 284,479 | $20.3M |
| Cosner Financial Group, LLC | 12.05% | Add +8.8% | 275,817 | $19.7M |
| Rodgers & Associates, LTD | 1.95% | Add +1.8% | 223,421 | $16.0M |
| Cwm, LLC | 0.06% | Add +57.3% | 207,237 | $14.8M |
| Equitable Holdings, Inc. | 0.13% | Add +39.3% | 195,130 | $13.9M |
| Arax Advisory Partners | 0.85% | Add +13.8% | 185,219 | $13.2M |
| IAG Wealth Partners, LLC | 2.05% | Add +8.2% | 184,465 | $13.2M |
| Matrix Trust Co | 2.22% | Reduce -0.3% | 183,907 | $13.1M |
| Steele Capital Management, Inc. | 0.68% | Reduce -0.3% | 183,907 | $13.1M |
| Capital Wealth Management, LLC | 4.78% | Add +3.4% | 161,446 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.5% | 160,911 | $11.5M |
| Bedel Financial Consulting, Inc. | 1.58% | Add +63.9% | 151,151 | $11.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +3.3% | 144,821 | $10.3M |
| Sigma Planning Corp | 0.29% | Reduce -2.3% | 128,755 | $9.2M |
| Eagle Strategies LLC | 1.55% | Add +4.8% | 124,753 | $8.9M |
| Employees' Retirement Fund of the City of Fort Worth | 4.33% | No change | 123,000 | $8.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -42.1% | 122,427 | $8.7M |
| Elevation Capital Advisory, LLC | 3.81% | New | 122,260 | $8.7M |
| Integrated Investment Consultants, LLC | 1.72% | Add +8.9% | 123,849 | $8.6M |
| Scott Capital Advisors, LLC | 2.57% | Reduce -1.2% | 120,501 | $8.6M |
| Mgo One Seven LLC | 0.31% | Add +3.7% | 112,865 | $8.1M |
| Marmo Financial Group, LLC | 4.30% | Reduce -6.1% | 109,953 | $7.9M |
| Nations Financial Group Inc, /Ia/ | 0.59% | Add +8.1% | 108,937 | $7.8M |
| Silver Oak Wealth Advisors Services, LLC | 6.52% | Add +0.8% | 102,406 | $7.3M |
| Truist Financial Corp. | 0.01% | Reduce -6.7% | 102,056 | $7.3M |
| PFS Partners, LLC | 3.64% | Add +2.2% | 95,669 | $6.8M |
| PTM Wealth Management, LLC | 7.08% | — | 106,229 | $6.7M |
| Allegheny Financial Group | 1.71% | Add +60.5% | 93,276 | $6.7M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +1.1% | 88,804 | $6.3M |
| Wood Tarver Financial Group, LLC | 2.05% | Add +11.4% | 88,343 | $6.3M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -0.8% | 87,886 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.5% | 80,660 | $5.8M |
| Ipsen Advisor Group LLC | 4.73% | Add +0.8% | 76,945 | $5.5M |
| Wolf Group Capital Advisors | 1.77% | Reduce -0.4% | 73,823 | $5.3M |
| OxenFree Capital LLC | 3.89% | Add +7.7% | 76,971 | $5.1M |
| Certified Advisory Corp | 0.54% | Reduce -0.7% | 67,132 | $4.8M |
| Tandem Financial, LLC | 5.17% | Add +1.3% | 66,428 | $4.7M |
| Forte Capital LLC | 0.54% | Reduce -2.8% | 63,830 | $4.6M |
| MML Investors Services, LLC | 0.01% | Reduce -19.1% | 62,349 | $4.5M |
| Castle Wealth Management LLC | 1.70% | Add +2.1% | 60,779 | $4.3M |
| Summit Asset Management, LLC | 0.73% | Reduce -0.2% | 59,265 | $4.2M |
| Verde Capital Management | 1.20% | Add +7.4% | 59,238 | $4.2M |
| Virtus Wealth Solutions LLC | 1.17% | Add +0.2% | 53,930 | $3.9M |
| &partners | 0.04% | Add +13.2% | 53,028 | $3.8M |
| Kellett Wealth Advisors, LLC | 2.60% | Add +5.1% | 52,597 | $3.8M |
| Nwam LLC | 0.32% | Add +0.1% | 52,014 | $3.7M |
| JPMorgan Chase & Co. | 0.00% | Add +12.3% | 50,201 | $3.6M |
| Merit Financial Group, LLC | 0.05% | Add +14.9% | 49,610 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.2% | 47,805 | $3.4M |
| Kingswood Wealth Advisors, LLC | 0.31% | Reduce -0.0% | 47,805 | $3.4M |
| Sovran Advisors, LLC | 0.44% | Add +29.2% | 49,235 | $3.4M |
| Chaney Capital Management, Inc. | 1.48% | Add +7.6% | 46,526 | $3.3M |
| Rovin Capital /Ut/ | 0.97% | Add +1.4% | 42,336 | $3.0M |
| Valley National Advisers Inc. | 0.54% | Add +2.6% | 41,719 | $3.0M |
| PFG Advisors | 0.17% | Reduce -13.8% | 41,391 | $3.0M |
| Marino, Stram & Associates LLC | 0.65% | Add +35.7% | 41,012 | $2.9M |
| Creative Planning | 0.00% | Add +3.6% | 40,862 | $2.9M |
| Caliber Wealth Management, LLC / KS | 0.39% | — | 39,789 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | New | 39,474 | $2.8M |
| Diversify Wealth Management, LLC | 0.21% | Add +64.8% | 38,573 | $2.8M |
| Family Legacy, Inc. | 0.92% | Reduce -8.8% | 37,663 | $2.7M |
| Black Diamond Financial, LLC | 0.39% | Add +8.4% | 36,166 | $2.6M |
| DDFG, Inc | 0.70% | Add +154.9% | 35,268 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -15.4% | 34,574 | $2.5M |
| Visionary Wealth Advisors | 0.15% | Reduce -2.9% | 34,364 | $2.5M |
| Denver Wealth Management, Inc. | 1.11% | New | 34,016 | $2.4M |
| Prospect Financial Services LLC | 1.33% | Add +23.5% | 33,629 | $2.4M |
| Principal Securities, Inc. | 0.05% | Add +4.1% | 29,623 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 30,545 | $2.2M |
| Kingsview Wealth Management, LLC | 0.04% | Add +4.9% | 30,264 | $2.2M |
| Blair William & Co. | 0.01% | Add +2.2% | 30,216 | $2.2M |
| LRI Investments, LLC | 0.21% | No change | 29,730 | $2.1M |
| Capital Square, LLC | 1.22% | Reduce -1.9% | 29,150 | $2.1M |
| Ignite Planners, LLC | 0.39% | Reduce -23.4% | 27,924 | $2.0M |
| Aire Advisors, LLC | 0.42% | Reduce -1.9% | 27,988 | $2.0M |
| GHP Investment Advisors, Inc. | 0.09% | Add +0.0% | 27,489 | $2.0M |
| Courage Miller Partners, LLC | 0.63% | Reduce -2.2% | 26,084 | $1.9M |
| Arete Wealth Advisors, LLC | 0.14% | Add +1.2% | 26,045 | $1.9M |
| Beam Wealth Advisors, Inc. | 0.62% | Add +9.8% | 25,535 | $1.8M |
| Hunter Associates Investment Management LLC | 0.27% | Reduce -4.7% | 24,773 | $1.8M |
| Sagespring Wealth Partners, LLC | 0.04% | Add +1.9% | 23,390 | $1.7M |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.