IMCG

Ishares Morningstar Mid-cap

Latest period2026 - Q1Total superinvestors404

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 404 superinvestors own shares of Ishares Morningstar Mid-cap (IMCG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Morningstar Mid-cap (IMCG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Morningstar Mid-cap (IMCG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Morningstar Mid-cap (IMCG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Superinvestor	Portfolio %	Reported Value	Recent Activity
Chris Davis@Vantagepoint Investment Advisers Llc Recent Activity Decreased -2.42%	2.01%	$236.791M 3.006M shares@ 78.78 avg price	Decreased -2.42%
Kirk Evangeliou@Lpl Financial Llc Recent Activity Increased 6.34%	0.06%	$205.066M 2.603M shares@ 78.78 avg price	Increased 6.34%
Claire Gordon@Morgan Stanley Recent Activity Increased 11.32%	0.01%	$100.783M 1.279M shares@ 78.78 avg price	Increased 11.32%
Rachel Jacobson@Raymond James Financial Inc Recent Activity Increased 5.69%	0.03%	$80.587M 1.023M shares@ 78.78 avg price	Increased 5.69%
Kristy Haley@Cetera Investment Advisers Recent Activity Increased 2.91%	0.08%	$74.324M 943,563 shares@ 78.78 avg price	Increased 2.91%
Michael G. Clarke@Ameriprise Financial Inc Recent Activity Increased 14.96%	0.02%	$74.538M 931,000 shares@ 80.07 avg price	Increased 14.96%
Matt Moore@Northwestern Mutual Wealth Management Co Recent Activity Decreased -1.67%	0.05%	$65.172M 827,372 shares@ 78.78 avg price	Decreased -1.67%
Brandon Zatopek@Commonwealth Equity Services, Llc Recent Activity Increased 1.93%	0.07%	$45.21M 573,954 shares@ 78.77 avg price	Increased 1.93%
Andres Ortiz@Bank Of America Corp De Recent Activity Increased 2.83%	0.01%	$44.709M 567,589 shares@ 78.77 avg price	Increased 2.83%
Shawn Mihal@Osaic Holdings, Inc. Recent Activity Increased 2.52%	0.06%	$38.15M 484,222 shares@ 78.79 avg price	Increased 2.52%

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