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iShares Morningstar Mid-Cap Growth ETF

298 hedge funds and large institutions have $1.13B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 88 reducing their positions, and 23 closing their positions.

Holders
298
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
31
Increased
120
Reduced
88
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
251
Sunbelt Securities
Texas
$77.6K +$58.2K +824 +301%
EWM
252
EPG Wealth Management
Georgia
$72.4K +$3.39K +48 +5%
CWP
253
Concord Wealth Partners
Virginia
$69.4K +$69.4K +982 New
CAL
254
Capital Advisors Ltd
Ohio
$64K
SJIM
255
St. Johns Investment Management
Florida
$63.6K -$22.1K -313 -26%
OA
256
Operose Advisors
Wisconsin
$62.8K
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
$57.8K
MFT
258
Moisand Fitzgerald Tamayo
Florida
$54.7K
NS
259
NBC Securities
Alabama
$51K -$5.62K -80 -10%
TCM
260
TD Capital Management
Tennessee
$50.4K +$71 +1 +0.1%
WT
261
Washington Trust
Rhode Island
$45K +$45K +636 New
SL
262
Salomon & Ludwin
Virginia
$40.7K
MA
263
MCF Advisors
Kentucky
$38.9K
BCWM
264
Bartlett & Co Wealth Management
Ohio
$36K -$34.8K -492 -49%
TFGT
265
TS Financial Group (TSFG)
Illinois
$36K +$71 +1 +0.2%
CFGS
266
Concourse Financial Group Securities
Alabama
$30.4K
TSWM
267
Tyler-Stone Wealth Management
Ohio
$30.1K -$14.7K -208 -33%
OC
268
Oakworth Capital
Alabama
$29.7K
HNB
269
Huntington National Bank
Ohio
$29K
MRCM
270
M&R Capital Management
New Jersey
$28.7K +$20.6K +291 +253%
RIA
271
Realta Investment Advisors
Delaware
$27.2K +$27.2K +385 New
AIC
272
Archer Investment Corporation
Indiana
$24.2K
ACA
273
Aptus Capital Advisors
Alabama
$19.5K
WT
274
Whittier Trust
California
$17K
MSG
275
Main Street Group
Virginia
$16.7K +$70 +1 +0.4%