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iShares Morningstar Mid-Cap Growth ETF

293 hedge funds and large institutions have $1.08B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 125 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
22
Increased
125
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
226
Evanson Asset Management
California
$203K
BCG
227
Breakwater Capital Group
New Jersey
$202K +$202K +2,982 New
AssetMark Inc
228
AssetMark Inc
California
$199K +$46.3K +683 +30%
RIA
229
Realta Investment Advisors
Delaware
$193K +$167K +2,458 +638%
VAMG
230
Voisard Asset Management Group
Michigan
$190K +$190K +2,801 New
WCAMG
231
Woodard & Company Asset Management Group
North Carolina
$175K +$3.86K +57 +2%
OWA
232
Opal Wealth Advisors
New York
$174K +$174K +2,572 New
EBA
233
Eagle Bay Advisors
New York
$163K
CSB
234
City State Bank
Iowa
$146K
AWM
235
Aspire Wealth Management
Massachusetts
$142K +$203 +3 +0.1%
PTC
236
Private Trust Company
Ohio
$125K -$3.46K -51 -3%
PCMC
237
Private Capital Management (Colorado)
Colorado
$122K
CJ
238
Caitlin John
Michigan
$118K -$22.2K -328 -16%
SAM
239
Smartleaf Asset Management
Massachusetts
$117K -$6.59K -97 -5%
NB
240
NBT Bank
New York
$112K
BCMLT
241
Beacon Capital Management LLC (Tennessee)
Tennessee
$104K
FP
242
Financial Perspectives
Minnesota
$93.8K +$135 +2 +0.1%
MWM
243
MGB Wealth Management
Texas
$90.2K
PA
244
Parallel Advisors
California
$74.5K -$7.32K -108 -9%
SS
245
Sunbelt Securities
Texas
$74.4K
EWM
246
EPG Wealth Management
Georgia
$69.4K -$72.4K -1,024 Closed
CAL
247
Capital Advisors Ltd
Ohio
$61K
SJIM
248
St. Johns Investment Management
Florida
$61K
OA
249
Operose Advisors
Wisconsin
$60.2K
MFT
250
Moisand Fitzgerald Tamayo
Florida
$52.4K