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iShares Morningstar Mid-Cap Growth ETF

314 hedge funds and large institutions have $1.18B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 118 increasing their positions, 84 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+21
Holders Change %
+7.17%
% 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
35
Increased
118
Reduced
84
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCAMG
251
Woodard & Company Asset Management Group
North Carolina
$181K -$6.71K -92 -4%
EBA
252
Eagle Bay Advisors
New York
$175K
Jones Financial Companies
253
Jones Financial Companies
Missouri
$169K +$118K +1,623 +233%
CSB
254
City State Bank
Iowa
$157K
AWM
255
Aspire Wealth Management
Massachusetts
$156K +$2.41K +33 +2%
SAM
256
Smartleaf Asset Management
Massachusetts
$137K +$12.2K +168 +10%
PTC
257
Private Trust Company
Ohio
$135K
NB
258
NBT Bank
New York
$121K
PCMC
259
Private Capital Management (Colorado)
Colorado
$113K -$18.7K -256 -14%
BCMLT
260
Beacon Capital Management LLC (Tennessee)
Tennessee
$112K
CJ
261
Caitlin John
Michigan
$108K -$29K -371 -21%
FP
262
Financial Perspectives
Minnesota
$101K +$219 +3 +0.2%
MWM
263
MGB Wealth Management
Texas
$94.9K
PA
264
Parallel Advisors
California
$80.3K
SS
265
Sunbelt Securities
Texas
$80.1K
MRCM
266
M&R Capital Management
New Jersey
$79.7K +$43.3K +594 +119%
CWP
267
Concord Wealth Partners
Virginia
$75.4K +$75.4K +1,033 New
CAL
268
Capital Advisors Ltd
Ohio
$66K
OA
269
Operose Advisors
Wisconsin
$64.8K
PWA
270
Provenance Wealth Advisors
Florida
$64.7K +$64.7K +886 New
Franklin Resources
271
Franklin Resources
California
$61.9K +$5.46K +73 +10%
SJIM
272
St. Johns Investment Management
Florida
$58.4K -$7.3K -100 -11%
MFT
273
Moisand Fitzgerald Tamayo
Florida
$56.5K
TCM
274
TD Capital Management
Tennessee
$52.3K +$146 +2 +0.3%
NS
275
NBC Securities
Alabama
$52K