iShares Morningstar Mid-CapIMCGETF
13F holders, Q2 2025 (June 30)366holders +8
35new positions
30sold out
2famous investors
$80.20avg. 13F price*
At the end of Q2 2025, 366 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, up 8 from Q1 2025. 35 opened new positions and 30 sold out. The largest holders were LPL Financial LLC ($171.2M), Ameriprise Financial Inc. ($119.4M) and Morgan Stanley ($81.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $69.6M |
| Exits | 30 | $51.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,851,906 shares bought and 1,985,083 shares sold, net −133,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 366 holders
| LPL Financial LLC | 0.06% | Add +6.1% | 2,133,487 | $171.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -18.6% | 1,487,645 | $119.4M |
| Morgan Stanley | 0.01% | Add +4.5% | 1,014,690 | $81.4M |
| Raymond James Financial Inc. | 0.03% | Add +3.1% | 972,592 | $78.0M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +7.6% | 781,778 | $62.7M |
| Avior Wealth Management, LLC | 1.76% | Add +3.6% | 635,237 | $51.0M |
| Commonwealth Equity Services, LLC | 0.07% | Add +0.2% | 613,744 | $49.2M |
| Avantax Advisory Services, Inc. | 0.24% | Reduce -0.9% | 541,319 | $43.4M |
| UBS Group AG | 0.01% | Reduce -7.8% | 439,102 | $35.2M |
| Wells Fargo & Company | 0.01% | Reduce -30.6% | 412,119 | $33.1M |
| Rockport Wealth LLC | 7.53% | New | 405,015 | $32.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -11.3% | 402,123 | $32.3M |
| Victory Financial Group, LLC | 4.93% | Add +5.9% | 387,221 | $31.1M |
| Royal Bank of Canada | 0.01% | Reduce -19.5% | 377,337 | $30.3M |
| Cornerstone Planning Group LLC | 5.85% | Add +7.6% | 354,086 | $28.7M |
| Mariner, LLC | 0.04% | Add +7.1% | 344,483 | $27.6M |
| Cetera Investment Advisers | 0.04% | Add +16.5% | 331,524 | $26.6M |
| Bank of America Corp. | 0.00% | Reduce -10.1% | 300,933 | $24.1M |
| Orgel Wealth Management, LLC | 0.57% | Reduce -1.4% | 295,906 | $23.7M |
| Cosner Financial Group, LLC | 12.23% | Reduce -0.9% | 273,347 | $22.0M |
| Arax Advisory Partners | 0.94% | Add +38.0% | 255,590 | $20.5M |
| Rodgers & Associates, LTD | 1.99% | Add +1.2% | 226,108 | $18.1M |
| Equitable Holdings, Inc. | 0.14% | Add +5.0% | 204,815 | $16.4M |
| IAG Wealth Partners, LLC | 2.07% | Add +5.9% | 195,304 | $15.7M |
| Cwm, LLC | 0.05% | Reduce -7.1% | 192,487 | $15.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.6% | 187,680 | $15.1M |
| Steele Capital Management, Inc. | 0.72% | Add +1.3% | 186,218 | $14.9M |
| Matrix Trust Co | 2.38% | Add +1.3% | 186,218 | $14.9M |
| Capital Wealth Management, LLC | 5.16% | Add +6.8% | 172,391 | $13.8M |
| Fortitude Financial, LLC | 11.98% | New | 169,283 | $13.5M |
| Bedel Financial Consulting, Inc. | 1.66% | Reduce 0.0% | 151,145 | $12.1M |
| Creative Financial Designs Inc. | 0.85% | Reduce -49.8% | 146,812 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.8% | 139,361 | $11.2M |
| Eagle Strategies LLC | 1.66% | Add +9.0% | 136,006 | $10.9M |
| Sigma Planning Corp | 0.32% | Add +2.1% | 131,523 | $10.6M |
| Private Advisor Group, LLC | 0.06% | Add +6.5% | 130,413 | $10.5M |
| Allegheny Financial Group | 2.28% | Add +37.3% | 128,055 | $10.3M |
| Scott Capital Advisors, LLC | 2.64% | Reduce -0.2% | 120,266 | $9.7M |
| PTM Wealth Management, LLC | 6.42% | Add +12.3% | 119,309 | $9.7M |
| Integrated Investment Consultants, LLC | 1.89% | Reduce -1.0% | 122,662 | $9.6M |
| Nations Financial Group Inc, /Ia/ | 0.62% | Add +3.6% | 112,897 | $9.1M |
| Marmo Financial Group, LLC | 4.46% | Add +1.5% | 111,569 | $9.0M |
| Employees' Retirement Fund of the City of Fort Worth | 4.01% | No change | 123,000 | $8.8M |
| Truist Financial Corp. | 0.01% | Reduce -4.9% | 97,082 | $7.8M |
| PFS Partners, LLC | 3.90% | Add +0.7% | 96,377 | $7.7M |
| Mgo One Seven LLC | 0.25% | Reduce -15.5% | 95,356 | $7.7M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +6.7% | 94,763 | $7.6M |
| American Trust | 0.70% | New | 93,044 | $7.5M |
| Wood Tarver Financial Group, LLC | 2.24% | Add +4.8% | 92,614 | $7.4M |
| Tandem Financial, LLC | 6.72% | Add +34.2% | 89,169 | $7.2M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -0.3% | 87,639 | $7.0M |
| MML Investors Services, LLC | 0.02% | Add +40.5% | 87,601 | $7.0M |
| Silver Oak Wealth Advisors Services, LLC | 4.83% | Reduce -18.3% | 83,628 | $6.7M |
| OxenFree Capital LLC | 3.97% | Add +4.5% | 80,414 | $6.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.9% | 78,321 | $6.4M |
| Ipsen Advisor Group LLC | 4.80% | Add +2.1% | 78,555 | $6.3M |
| Certified Advisory Corp | 0.64% | Add +14.0% | 76,543 | $6.1M |
| CW Advisors, LLC | 0.06% | New | 76,060 | $6.1M |
| Forte Capital LLC | 0.59% | Add +8.1% | 68,994 | $5.5M |
| NewEdge Advisors, LLC | 0.03% | Add +91.6% | 66,253 | $5.3M |
| Verde Capital Management | 1.26% | Add +7.7% | 63,803 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Add +26.9% | 63,701 | $5.1M |
| Eclectic Associates Inc. | 1.11% | Add +403.8% | 63,638 | $5.1M |
| Castle Wealth Management LLC | 1.80% | Add +1.5% | 61,708 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +176.0% | 60,957 | $4.9M |
| Summit Asset Management, LLC | 0.77% | Reduce -0.5% | 58,989 | $4.7M |
| &partners | 0.03% | Add +5.5% | 55,966 | $4.5M |
| Virtus Wealth Solutions LLC | 0.89% | Reduce -0.1% | 53,862 | $4.3M |
| Nwam LLC | 0.25% | Reduce -0.2% | 51,918 | $4.2M |
| Kellett Wealth Advisors, LLC | 2.71% | Reduce -1.5% | 51,809 | $4.2M |
| Chaney Capital Management, Inc. | 1.60% | Add +9.2% | 50,816 | $4.1M |
| Marino, Stram & Associates LLC | 0.79% | Add +19.5% | 49,020 | $3.9M |
| Merit Financial Group, LLC | 0.04% | Reduce -2.7% | 48,249 | $3.9M |
| Kingswood Wealth Advisors, LLC | 0.31% | Add +0.8% | 48,213 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.3% | 47,656 | $3.8M |
| Rovin Capital /Ut/ | 1.03% | Add +0.2% | 42,409 | $3.4M |
| Denver Wealth Management, Inc. | 1.41% | Add +24.5% | 42,350 | $3.4M |
| Valley National Advisers Inc. | 0.54% | Reduce -0.4% | 41,564 | $3.3M |
| Diversify Wealth Management, LLC | 0.20% | Add +5.3% | 40,603 | $3.3M |
| Caliber Wealth Management, LLC / KS | 0.34% | Reduce -1.8% | 39,091 | $3.1M |
| Global Retirement Partners, LLC | 0.08% | — | 38,840 | $3.1M |
| Family Legacy, Inc. | 0.99% | Add +1.3% | 38,140 | $3.1M |
| Creative Planning | 0.00% | Reduce -7.4% | 37,845 | $3.0M |
| DDFG, Inc | 0.76% | Add +6.8% | 37,684 | $3.0M |
| Summit Wealth Group LLC / Co. | 0.75% | — | 37,304 | $3.0M |
| Leo Wealth, LLC | 0.23% | New | 36,298 | $2.9M |
| Visionary Wealth Advisors | 0.14% | Add +1.9% | 35,027 | $2.8M |
| Prospect Financial Services LLC | 1.71% | Add +1.5% | 34,120 | $2.7M |
| James J. Burns & Company, LLC | 0.45% | Add +138.2% | 34,053 | $2.7M |
| Sovran Advisors, LLC | 0.28% | Reduce -32.4% | 33,274 | $2.7M |
| Black Diamond Financial, LLC | 0.41% | Reduce -9.2% | 32,840 | $2.6M |
| Cerro Pacific Wealth Advisors LLC | 0.73% | Add +128.1% | 32,709 | $2.6M |
| Aire Advisors, LLC | 0.49% | Add +13.1% | 31,642 | $2.5M |
| Beam Wealth Advisors, Inc. | 0.75% | Add +23.0% | 31,410 | $2.5M |
| Principal Securities, Inc. | 0.05% | Add +4.0% | 30,804 | $2.5M |
| Blair William & Co. | 0.01% | Add +1.6% | 30,694 | $2.5M |
| LRI Investments, LLC | 0.20% | No change | 29,730 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.6% | 29,443 | $2.4M |
| Ignite Planners, LLC | 0.41% | Add +3.3% | 28,849 | $2.4M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -3.7% | 29,136 | $2.3M |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.