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iShares Morningstar Mid-Cap Growth ETF

294 hedge funds and large institutions have $1.14B invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+45
Holders Change %
+18.07%
% of All Funds
4.31%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
103
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
276
Arax Advisory Partners
Colorado
$10.1K +$64 +1 +0.6%
WIA
277
Wetzel Investment Advisors
Indiana
$9K +$9K +147 New
CMA
278
Cedar Mountain Advisors
Oregon
$8.51K
MRCM
279
M&R Capital Management
New Jersey
$7.43K +$7.43K +115 New
PA
280
Parallel Advisors
California
$6.96K
EWA
281
EverSource Wealth Advisors
Alabama
$6.77K +$6.77K +105 New
KFI
282
Key Financial Inc
Pennsylvania
$6.19K
B
283
Birchbrook
Maine
$5.22K +$5.22K +81 New
S
284
SignatureFD
Georgia
$3.87K
PP
285
PrairieView Partners
Minnesota
$3K
RPCA
286
Running Point Capital Advisors
California
$2.97K
AWM
287
Able Wealth Management
New Jersey
$2.77K +$2.77K +43 New
GEA
288
Glen Eagle Advisors
New Jersey
$1.93K +$1.93K +30 New
CPA
289
Clear Point Advisors
New York
$1.23K +$1.23K +19 New
SWM
290
Spire Wealth Management
Virginia
$639
MFG
291
Mendota Financial Group
Wisconsin
$516
NP
292
NorthRock Partners
Minnesota
$451 +$451 +7 New
MBFW
293
Morton Brown Family Wealth
Pennsylvania
$322 +$322 +5 New
PWM
294
Provident Wealth Management
Tennessee
$64
MTWM
295
Masso Torrence Wealth Management
New Jersey
-$2.8M -48,931 Closed
BI
296
Berkeley Inc
Idaho
-$2.05M -35,956 Closed
NCMW
297
Northern Capital Management (Washington)
Washington
-$474K -8,291 Closed
KAS
298
KPP Advisory Services
Kentucky
-$274K -4,804 Closed
SWM
299
SeaCrest Wealth Management
New York
-$271K -4,743 Closed
Renaissance Technologies
300
Renaissance Technologies
New York
-$263K -4,600 Closed