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iShares Morningstar Mid-Cap Growth ETF

244 hedge funds and large institutions have $789M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 61

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more capital invested

Capital invested by funds: $689M → $789M (+$99.6M)

3% more funds holding

Funds holding: 237244 (+7)

0.58% less ownership

Funds ownership: 50.68%50.1% (-0.58%)

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Farther Finance Advisors
California
$12.8K
FDCDDQ
227
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8K
EW
228
Element Wealth
Mississippi
$11.3K
National Bank of Canada
229
National Bank of Canada
Quebec, Canada
$10.8K
Russell Investments Group
230
Russell Investments Group
United Kingdom
$10.4K +$9.75K +170 New
CAS
231
Coppell Advisory Solutions
Texas
$9.05K +$8.6K +150 New
CMA
232
Cedar Mountain Advisors
Oregon
$8.04K
BA
233
Ballast Advisors
Minnesota
$7.31K
PA
234
Parallel Advisors
California
$6.58K
KFI
235
Key Financial Inc
Pennsylvania
$5.85K
S
236
SignatureFD
Georgia
$3.66K
AF
237
Allworth Financial
California
$3.5K
ASBI
238
American State Bank (Iowa)
Iowa
$3.35K
RPCA
239
Running Point Capital Advisors
California
$2.8K
PP
240
PrairieView Partners
Minnesota
$2K
SWM
241
Spire Wealth Management
Virginia
$609
MFG
242
Mendota Financial Group
Wisconsin
$488 +$459 +8 New
PWM
243
Provident Wealth Management
Tennessee
$61
PS
244
Portfolio Strategies
New York
-$5.57M -96,810 Closed
GVAG
245
Great Valley Advisor Group
Delaware
-$3.43M -59,664 Closed
AT
246
American Trust
Kentucky
-$1.26M -20,972 Closed
AWM
247
AE Wealth Management
Kansas
-$615K -10,688 Closed
DAS
248
Dynamic Advisor Solutions
Arizona
-$546K -9,494 Closed
FA
249
Fermata Advisors
California
-$498K -8,649 Closed
IA
250
IFG Advisory
Georgia
-$405K -7,030 Closed