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iShares Morningstar Mid-Cap Growth ETF

293 hedge funds and large institutions have $1.08B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 125 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
22
Increased
125
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CMA
276
Cedar Mountain Advisors
Oregon
$8.94K
S
277
SignatureFD
Georgia
$8.94K +$4.88K +72 +120%
FPFS
278
First Personal Financial Services
North Carolina
$7.72K +$6.84K +101 +777%
EWA
279
EverSource Wealth Advisors
Alabama
$7.28K
Russell Investments Group
280
Russell Investments Group
United Kingdom
$7.16K
KFI
281
Key Financial Inc
Pennsylvania
$6.5K
IAIM
282
International Assets Investment Management
Florida
$5.22K +$5.22K +77 New
ADL
283
Asset Dedication LLC
California
$3.24K +$3.24K +48 New
RPCA
284
Running Point Capital Advisors
California
$3.12K
CFS
285
CGC Financial Services
Oregon
$2.91K -$591K -8,725 -100%
PP
286
PrairieView Partners
Minnesota
$2K
CA
287
Continuum Advisory
Idaho
$1.49K
GJIA
288
Glass Jacobson Investment Advisors
Maryland
$1.49K +$1.49K +22 New
CPA
289
Clear Point Advisors
New York
$1.29K
CPBTD
290
Central Pacific Bank - Trust Division
Hawaii
$1.22K
SWM
291
Spire Wealth Management
Virginia
$678
MBFW
292
Morton Brown Family Wealth
Pennsylvania
$344
EWP
293
Elevation Wealth Partners
California
$204 +$204 +3 New
FFA
294
Farther Finance Advisors
California
$105 -$10.9K -208 -99%
PWM
295
Provident Wealth Management
Tennessee
$68
CCWM
296
Correct Capital Wealth Management
Missouri
-$16.3M -231,201 Closed
EFG
297
Ethos Financial Group
Pennsylvania
-$8.43M -119,307 Closed
NL
298
NWAM LLC
Washington
-$3.54M -51,969 Closed
LNC
299
Lincoln National Corp
Pennsylvania
-$2.36M -33,398 Closed
Susquehanna International Group
300
Susquehanna International Group
Pennsylvania
-$932K -13,183 Closed