iShares Morningstar Mid-CapIMCGETF
13F holders, Q1 2026 (March 31)401holders +5
22new positions
18sold out
1famous investor
$79.09avg. 13F price*
At the end of Q1 2026, 401 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, up 5 from Q4 2025. 22 opened new positions and 18 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($236.8M), LPL Financial LLC ($205.1M) and Morgan Stanley ($100.8M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $4.6M |
| Exits | 18 | $9.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,643,638 shares bought and 972,862 shares sold, net +670,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 401 holders
| Vantagepoint Investment Advisers LLC | 2.01% | Reduce -2.4% | 3,006,105 | $236.8M |
| LPL Financial LLC | 0.05% | Add +6.3% | 2,603,354 | $205.1M |
| Morgan Stanley | 0.01% | Add +11.3% | 1,279,461 | $100.8M |
| Raymond James Financial Inc. | 0.02% | Add +5.7% | 1,023,069 | $80.6M |
| Ameriprise Financial Inc. | 0.02% | Add +14.9% | 931,000 | $74.5M |
| Cetera Investment Advisers | 0.08% | Add +2.9% | 943,563 | $74.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -1.7% | 827,372 | $65.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +1.9% | 573,954 | $45.2M |
| Bank of America Corp. | 0.00% | Add +2.8% | 567,589 | $44.7M |
| Osaic Holdings, Inc. | 0.06% | Add +2.5% | 484,222 | $38.2M |
| Mariner, LLC | 0.04% | Add +5.8% | 477,177 | $37.6M |
| UBS Group AG | 0.01% | Add +3.5% | 448,504 | $35.3M |
| Avior Wealth Management, LLC | 1.00% | Reduce -28.7% | 446,106 | $35.1M |
| Cornerstone Planning Group LLC | 4.57% | Add +8.6% | 382,492 | $34.3M |
| Victory Financial Group, LLC | 4.18% | Add +2.5% | 431,977 | $34.0M |
| Wells Fargo & Company | 0.01% | Reduce -1.4% | 413,728 | $32.6M |
| Orgel Wealth Management, LLC | 0.49% | Add +0.1% | 291,617 | $23.0M |
| Arax Advisory Partners | 0.64% | Add +5.9% | 289,294 | $22.8M |
| Cosner Financial Group, LLC | 11.83% | Add +1.1% | 273,465 | $21.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 269,419 | $21.2M |
| Beam Wealth Advisors, Inc. | 5.11% | Add +530.1% | 260,379 | $20.5M |
| Eclectic Associates Inc. | 2.60% | Add +24.0% | 248,475 | $19.6M |
| Rodgers & Associates, LTD | 1.96% | Add +5.6% | 244,308 | $19.2M |
| IAG Wealth Partners, LLC | 2.02% | Add +2.8% | 229,955 | $18.1M |
| Capital Wealth Management, LLC | 4.84% | Add +14.2% | 226,883 | $17.9M |
| Allegheny Financial Group | 2.34% | Add +36.3% | 220,414 | $17.4M |
| Rockport Wealth LLC | 3.02% | Reduce -47.7% | 210,407 | $16.6M |
| Equitable Holdings, Inc. | 0.11% | Reduce -0.9% | 206,844 | $16.5M |
| Matrix Trust Co | 2.67% | Add +0.3% | 203,880 | $16.1M |
| Steele Capital Management, Inc. | 0.67% | Add +0.3% | 203,880 | $16.1M |
| Bedel Financial Consulting, Inc. | 1.50% | Add +3.6% | 165,140 | $13.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.2% | 161,979 | $12.8M |
| Eagle Strategies LLC | 1.52% | Add +7.2% | 161,271 | $12.7M |
| PTM Wealth Management, LLC | 6.71% | Add +23.1% | 157,049 | $12.7M |
| Creative Financial Designs Inc. | 0.73% | Reduce -0.5% | 152,746 | $12.0M |
| Granville Capital, Inc. | 6.00% | Add +8.9% | 145,691 | $11.5M |
| Elevation Point Wealth Partners, LLC | 0.26% | Add +9.5% | 139,661 | $11.0M |
| Nations Financial Group Inc, /Ia/ | 0.56% | Add +6.8% | 138,725 | $10.9M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +8.6% | 137,244 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.6% | 134,237 | $10.6M |
| Integrated Investment Consultants, LLC | 2.23% | Add +6.5% | 133,072 | $10.5M |
| Sigma Planning Corp | 0.28% | Add +1.6% | 129,887 | $10.2M |
| Scott Capital Advisors, LLC | 1.93% | Add +3.0% | 114,967 | $9.5M |
| OxenFree Capital LLC | 4.57% | Add +20.3% | 110,463 | $9.4M |
| Cwm, LLC | 0.02% | Reduce -40.7% | 116,410 | $9.2M |
| Truist Financial Corp. | 0.01% | Add +6.2% | 107,603 | $8.5M |
| Tandem Financial, LLC | 2.86% | Add +64.3% | 107,479 | $8.5M |
| Wood Tarver Financial Group, LLC | 2.33% | Add +7.0% | 107,243 | $8.4M |
| Mgo One Seven LLC | 0.17% | Add +0.8% | 107,018 | $8.4M |
| PFS Partners, LLC | 3.68% | Add +3.8% | 101,932 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +3.3% | 99,479 | $7.8M |
| Certified Advisory Corp | 0.69% | Add +22.8% | 97,866 | $7.7M |
| NewEdge Advisors, LLC | 0.03% | Add +39.4% | 92,615 | $7.3M |
| JPMorgan Chase & Co. | 0.00% | Add +25.5% | 91,869 | $7.0M |
| Silver Oak Wealth Advisors Services, LLC | 4.52% | Add +2.6% | 88,437 | $7.0M |
| Ipsen Advisor Group LLC | 4.44% | Add +1.9% | 80,501 | $6.3M |
| Oppenheimer & Co. Inc. | 0.08% | Add +0.8% | 80,219 | $6.3M |
| DDFG, Inc | 1.32% | Add +53.8% | 77,581 | $6.1M |
| Verde Capital Management | 1.31% | Add +11.0% | 77,518 | $6.1M |
| Private Advisor Group, LLC | 0.03% | Reduce -44.3% | 72,096 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +18.8% | 71,521 | $5.6M |
| Marino, Stram & Associates LLC | 1.00% | Add +11.1% | 70,492 | $5.6M |
| Castle Wealth Management LLC | 1.68% | Add +4.5% | 65,661 | $5.2M |
| Diversify Wealth Management, LLC | 0.09% | Add +33.2% | 58,319 | $5.0M |
| American Trust | 0.43% | Reduce -0.7% | 62,034 | $4.9M |
| Denver Wealth Management, Inc. | 1.61% | Add +12.3% | 59,594 | $4.7M |
| Chaney Capital Management, Inc. | 1.65% | Add +9.3% | 59,306 | $4.7M |
| Cerro Pacific Wealth Advisors LLC | 1.20% | Add +24.0% | 58,311 | $4.6M |
| Summit Asset Management, LLC | 0.63% | Reduce -0.7% | 57,377 | $4.5M |
| Premier Private Wealth Management LLC | 4.76% | Add +25.8% | 57,289 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -29.6% | 55,927 | $4.5M |
| Kellett Wealth Advisors, LLC | 2.42% | Add +4.9% | 56,619 | $4.5M |
| Employees' Retirement Fund of the City of Fort Worth | 1.90% | No change | 55,500 | $4.4M |
| Merit Financial Group, LLC | 0.03% | Add +12.0% | 54,568 | $4.3M |
| &partners | 0.02% | Reduce -4.1% | 54,157 | $4.3M |
| MML Investors Services, LLC | 0.01% | Reduce -43.9% | 53,405 | $4.2M |
| Virtus Wealth Solutions LLC | 0.79% | Reduce -1.0% | 52,785 | $4.2M |
| Steinberganna Wealth Management | 2.00% | Reduce -5.7% | 52,755 | $4.2M |
| Nwam LLC | 0.24% | Add +0.0% | 51,953 | $4.1M |
| Kingswood Wealth Advisors, LLC | 0.19% | Add +1.4% | 51,612 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.8% | 50,026 | $3.9M |
| Creative Planning | 0.00% | Add +2.3% | 49,724 | $3.9M |
| James J. Burns & Company, LLC | 0.46% | Reduce -2.5% | 43,436 | $3.4M |
| Black Diamond Financial, LLC | 0.37% | Reduce -10.2% | 42,595 | $3.4M |
| Blair William & Co. | 0.01% | Add +59.3% | 42,294 | $3.3M |
| Valley National Advisers Inc. | 0.42% | Add +2.0% | 40,791 | $3.2M |
| Horizon Family Wealth, Inc. | 1.69% | Add +48.3% | 40,634 | $3.2M |
| Marmo Financial Group, LLC | 1.52% | Reduce -1.5% | 38,935 | $3.1M |
| Prospect Financial Services LLC | 1.82% | Add +0.8% | 37,922 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +53.6% | 37,954 | $2.9M |
| Towne Trust Company, N.A | 0.94% | Add +15.0% | 36,941 | $2.9M |
| Leo Wealth, LLC | 0.20% | Reduce -1.6% | 35,794 | $2.8M |
| Capital Square, LLC | 1.26% | Add +5.2% | 31,193 | $2.7M |
| Accel Wealth Management | 0.70% | Add +17.0% | 33,867 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +8.9% | 33,141 | $2.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +907.0% | 32,224 | $2.5M |
| Family Legacy, Inc. | 0.76% | Reduce -16.9% | 32,175 | $2.5M |
| Summit Wealth Group LLC / Co. | 0.27% | Add +0.1% | 32,050 | $2.5M |
| Ignite Planners, LLC | 0.39% | Add +0.5% | 31,833 | $2.5M |
| Caliber Wealth Management, LLC / KS | 0.27% | Reduce -3.5% | 31,182 | $2.5M |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.