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iShares Morningstar Mid-Cap Growth ETF

294 hedge funds and large institutions have $1.14B invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+45
Holders Change %
+18.07%
% of All Funds
4.31%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
103
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
226
Kestra Private Wealth Services
Texas
$222K +$222K +3,439 New
SAM
227
Silvercrest Asset Management
New York
$217K +$217K +3,368 New
DAM
228
Delta Asset Management
Tennessee
$217K
FA
229
FC Advisory
Pennsylvania
$216K +$216K +3,351 New
SFG
230
Sage Financial Group
Pennsylvania
$212K +$212K +3,296 New
SA
231
Strategic Advocates
Utah
$209K +$209K +3,237 New
WIM
232
Westside Investment Management
California
$204K
OIA
233
OneDigital Investment Advisors
Kansas
$202K +$202K +3,131 New
PTC
234
Private Trust Company
Ohio
$179K +$27.4K +425 +18%
WCAMG
235
Woodard & Company Asset Management Group
North Carolina
$161K -$4.71K -73 -3%
EBA
236
Eagle Bay Advisors
New York
$155K
CSB
237
City State Bank
Iowa
$138K
AWM
238
Aspire Wealth Management
Massachusetts
$135K -$77.3K -1,200 -36%
CJ
239
Caitlin John
Michigan
$134K +$134K +2,073 New
SAM
240
Smartleaf Asset Management
Massachusetts
$124K +$124K +1,914 New
PCMC
241
Private Capital Management (Colorado)
Colorado
$116K
TWC
242
TD Waterhouse Canada
Ontario, Canada
$112K -$38.2K -612 -25%
NB
243
NBT Bank
New York
$106K +$106K +1,652 New
FP
244
Financial Perspectives
Minnesota
$88.9K +$451 +7 +0.5%
MWM
245
MGB Wealth Management
Texas
$83.8K +$83.8K +1,300 New
SJIM
246
St. Johns Investment Management
Florida
$78.2K
BCWM
247
Bartlett & Co Wealth Management
Ohio
$65K +$65K +1,002 New
BC
248
Bartlett & Co
Ohio
$65K +$65K +1,002 New
EWM
249
EPG Wealth Management
Georgia
$64.2K
CAL
250
Capital Advisors Ltd
Ohio
$58K