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iShares Morningstar Mid-Cap Growth ETF

316 hedge funds and large institutions have $1.19B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 85

9% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$101M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 294316 (+22)

0.43% less ownership

Funds ownership: 55.71%55.29% (-0.43%)

Holders
316
Holders Change
+22
Holders Change %
+7.48%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
36
Increased
118
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
TAGStone Capital
North Carolina
$267K +$1.53K +22 +0.6%
DAS
227
Dynamic Advisor Solutions
Arizona
$260K +$247K +3,568 New
HFA
228
High Falls Advisors
New York
$256K
PFPT
229
Pinnacle Financial Partners (Tennessee)
Tennessee
$254K
BCI
230
Brinker Capital Investments
Pennsylvania
$254K
OPS
231
Orion Portfolio Solutions
Nebraska
$254K
AAS
232
Ameritas Advisory Services
Nebraska
$247K -$1.26M -18,169 -84%
FA
233
FC Advisory
Pennsylvania
$246K +$555 +8 +0.2%
SAM
234
Silvercrest Asset Management
New York
$246K
DAM
235
Delta Asset Management
Tennessee
$245K
RBFC
236
Roman Butler Fullerton & Co
Missouri
$243K -$23.9K -345 -10%
SFG
237
Sage Financial Group
Pennsylvania
$241K
SA
238
Strategic Advocates
Utah
$236K
SAW
239
Signal Advisors Wealth
Michigan
$236K +$224K +3,234 New
ICP
240
Interchange Capital Partners
Pennsylvania
$236K
SFC
241
Strategic Financial Concepts
Texas
$234K -$14.9M -215,410 -99%
FA
242
Faithward Advisors
Pennsylvania
$232K +$220K +3,177 New
OIA
243
OneDigital Investment Advisors
Kansas
$229K
PCA
244
Prosperity Capital Advisors
Ohio
$220K +$209K +3,014 New
EAM
245
Evanson Asset Management
California
$219K
BWL
246
Bogart Wealth LLC
Virginia
$213K -$52.8K -761 -21%
AF
247
Allworth Financial
California
$212K -$38.3K -552 -16%
BCG
248
Breakwater Capital Group
New Jersey
$211K -$6.24K -90 -3%
RIP
249
RAM Investment Partners
Washington
$209K -$20.8K -300 -9%
FIA
250
Foundations Investment Advisors
Arizona
$207K +$197K +2,835 New