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iShares Morningstar Mid-Cap Growth ETF

251 hedge funds and large institutions have $799M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 53

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

3% more funds holding

Funds holding: 244251 (+7)

2.55% more ownership

Funds ownership: 50.1%52.65% (+2.5%)

1% more capital invested

Capital invested by funds: $789M → $799M (+$9.58M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
26
Increased
104
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
226
Jones Financial Companies
Missouri
$20.6K +$21.7K +360 New
AIC
227
Archer Investment Corporation
Indiana
$19.5K
RIA
228
Realta Investment Advisors
Delaware
$18.4K
GWSG
229
GPS Wealth Strategies Group
Colorado
$16.2K
ACA
230
Aptus Capital Advisors
Alabama
$15.8K
SS
231
Sunbelt Securities
Texas
$15.7K
TSWM
232
Tyler-Stone Wealth Management
Ohio
$14K +$15.2K +252 New
WT
233
Whittier Trust
California
$13.7K
NA
234
Nordwand Advisors
Pennsylvania
$12.9K
FFA
235
Farther Finance Advisors
California
$12K
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12K
EW
237
Element Wealth
Mississippi
$10.6K
National Bank of Canada
238
National Bank of Canada
Quebec, Canada
$10.1K
Russell Investments Group
239
Russell Investments Group
United Kingdom
$9.74K
AAP
240
Arax Advisory Partners
Colorado
$8.91K +$9.41K +156 New
CMA
241
Cedar Mountain Advisors
Oregon
$7.54K
BA
242
Ballast Advisors
Minnesota
$6.86K
PA
243
Parallel Advisors
California
$6.17K
KFI
244
Key Financial Inc
Pennsylvania
$5.48K
ASBI
245
American State Bank (Iowa)
Iowa
$5.14K +$2.11K +35 +64%
S
246
SignatureFD
Georgia
$3.43K
RPCA
247
Running Point Capital Advisors
California
$2.63K
PP
248
PrairieView Partners
Minnesota
$2K
SWM
249
Spire Wealth Management
Virginia
$571
MFG
250
Mendota Financial Group
Wisconsin
$458