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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
TCM
276
TD Capital Management
Tennessee
$52.3K +$139 +2 +0.3%
NS
277
NBC Securities
Alabama
$52K
OSAM
278
O'Shaughnessy Asset Management
Connecticut
$47.6K +$44.2K +637 New
MA
279
MCF Advisors
Kentucky
$40.1K
SL
280
Salomon & Ludwin
Virginia
$39.7K
TFGT
281
TS Financial Group (TSFG)
Illinois
$37K +$69 +1 +0.2%
CFGS
282
Concourse Financial Group Securities
Alabama
$31.4K
OC
283
Oakworth Capital
Alabama
$30.6K
HNB
284
Huntington National Bank
Ohio
$29.9K
BCWM
285
Bartlett & Co Wealth Management
Ohio
$29.2K
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$29.2K +$27.7K +400 New
AIC
287
Archer Investment Corporation
Indiana
$25K
GEA
288
Glen Eagle Advisors
New Jersey
$21.5K +$7.28K +105 +55%
ACA
289
Aptus Capital Advisors
Alabama
$20.1K
WT
290
Whittier Trust
California
$17.5K
MSG
291
Main Street Group
Virginia
$17.5K
EB
292
Eastern Bank
Massachusetts
$16.2K +$15.4K +222 New
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.3K
AAP
294
Arax Advisory Partners
Colorado
$11.5K +$69 +1 +0.6%
S
295
SignatureFD
Georgia
$9.63K
CMA
296
Cedar Mountain Advisors
Oregon
$8.83K -$763 -11 -8%
FPFS
297
First Personal Financial Services
North Carolina
$8.32K
GWSG
298
GPS Wealth Strategies Group
Colorado
$8.25K -$3.54K -51 -31%
Russell Investments Group
299
Russell Investments Group
United Kingdom
$7.74K
EWA
300
EverSource Wealth Advisors
Alabama
$7.66K