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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
MWM
251
Mosley Wealth Management
California
$205K +$191K +2,751 New
EIP
252
Ellis Investment Partners
Pennsylvania
$202K +$192K +2,764 New
WCAMG
253
Woodard & Company Asset Management Group
North Carolina
$181K -$6.38K -92 -4%
EBA
254
Eagle Bay Advisors
New York
$175K
Jones Financial Companies
255
Jones Financial Companies
Missouri
$169K +$113K +1,623 +233%
CSB
256
City State Bank
Iowa
$157K
AWM
257
Aspire Wealth Management
Massachusetts
$156K +$2.29K +33 +2%
SAM
258
Smartleaf Asset Management
Massachusetts
$137K +$11.7K +168 +10%
PTC
259
Private Trust Company
Ohio
$135K
NB
260
NBT Bank
New York
$121K
PCMC
261
Private Capital Management (Colorado)
Colorado
$113K -$17.8K -256 -14%
BCMLT
262
Beacon Capital Management LLC (Tennessee)
Tennessee
$112K
CJ
263
Caitlin John
Michigan
$108K -$25.7K -371 -21%
FP
264
Financial Perspectives
Minnesota
$101K +$208 +3 +0.2%
MWM
265
MGB Wealth Management
Texas
$94.9K
PA
266
Parallel Advisors
California
$80.3K
SS
267
Sunbelt Securities
Texas
$80.1K
MRCM
268
M&R Capital Management
New Jersey
$79.7K +$41.2K +594 +119%
CWP
269
Concord Wealth Partners
Virginia
$75.4K +$71.7K +1,033 New
CAL
270
Capital Advisors Ltd
Ohio
$66K
OA
271
Operose Advisors
Wisconsin
$64.8K
PWA
272
Provenance Wealth Advisors
Florida
$64.7K +$61.5K +886 New
Franklin Resources
273
Franklin Resources
California
$61.9K +$5.06K +73 +10%
SJIM
274
St. Johns Investment Management
Florida
$58.4K -$6.94K -100 -11%
MFT
275
Moisand Fitzgerald Tamayo
Florida
$56.5K