iShares Morningstar Mid-cap ETF (IMCG): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of IMCG (all 13F filers)
- Vantagepoint Investment Advisers3.0 MType not verified0
- LPL Financial2.9 MWealth adviser+269 K
- RMG Wealth Management1.3 MWealth adviser+1.3 M
- Morgan Stanley1.3 MBank or trading desk+37 K
- Raymond James Financial1.1 MWealth adviser+115 K
- Ameriprise Financial1.0 MWealth adviser+91 K
- Northwestern Mutual Wealth Management993 KWealth adviser+166 K
- Cetera Investment Advisers971 KWealth adviser+27 K
- Allegheny Financial Group622 KType not verified+402 K
- Bank of America578 KBank or trading desk+10 K
- Shares
- 3.0 M
- Change
- 0
See more
- Type
- Type not verified
- Value
- $296M
- Shares
- 2.9 M
- Change
- +269 K
See more
- Type
- Wealth adviser
- Value
- $282M
- RMG Wealth Management
- Shares
- 1.3 M
- Change
- +1.3 M
See more
- Type
- Wealth adviser
- Value
- $134M
- Shares
- 1.3 M
- Change
- +37 K
See more
- Type
- Bank or trading desk
- Value
- $129M
- Shares
- 1.1 M
- Change
- +115 K
See more
- Type
- Wealth adviser
- Value
- $112M
- Shares
- 1.0 M
- Change
- +91 K
See more
- Type
- Wealth adviser
- Value
- $100M
- Shares
- 993 K
- Change
- +166 K
See more
- Type
- Wealth adviser
- Value
- $97.6M
- Shares
- 971 K
- Change
- +27 K
See more
- Type
- Wealth adviser
- Value
- $95.4M
- Allegheny Financial Group
- Shares
- 622 K
- Change
- +402 K
See more
- Type
- Type not verified
- Value
- $61.2M
- Shares
- 578 K
- Change
- +10 K
See more
- Type
- Bank or trading desk
- Value
- $56.8M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- International City Management Association Retirement8%13Gfiling ↗Event: Sep 4, 2025 · filed: Oct 7, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗