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iShares Morningstar Mid-Cap Growth ETF

353 hedge funds and large institutions have $1.49B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 140 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+39
Holders Change %
+12.42%
% of All Funds
4.7%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
66
Increased
140
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIP
276
RAM Investment Partners
Washington
$216K
LPFG
277
Landing Point Financial Group
Ohio
$215K +$215K +2,720 New
MWM
278
Mosley Wealth Management
California
$212K -$4.82K -61 -2%
IWN
279
Independent Wealth Network
Iowa
$210K +$210K +2,781 New
Citadel Advisors
280
Citadel Advisors
Florida
$207K -$115K -1,524 -36%
SWP
281
Stratos Wealth Partners
Ohio
$205K +$205K +2,715 New
WCAMG
282
Woodard & Company Asset Management Group
North Carolina
$182K -$5.44K -72 -3%
EBA
283
Eagle Bay Advisors
New York
$181K
PB
284
Pinnacle Bancorp
Nebraska
$170K +$170K +2,255 New
GIP
285
Granite Investment Partners
California
$167K +$167K +2,209 New
PTC
286
Private Trust Company
Ohio
$163K +$23.8K +315 +17%
CSB
287
City State Bank
Iowa
$162K
TLA
288
Tanglewood Legacy Advisors
Texas
$158K +$158K +2,094 New
CAS
289
Coppell Advisory Solutions
Texas
$150K +$150K +1,979 New
SAM
290
Smartleaf Asset Management
Massachusetts
$147K +$4.77K +63 +3%
BTD
291
BankPlus Trust Department
Mississippi
$132K +$132K +1,752 New
NB
292
NBT Bank
New York
$125K
BCMLT
293
Beacon Capital Management LLC (Tennessee)
Tennessee
$116K
LDB
294
Lee, Danner & Bass
Tennessee
$113K +$113K +1,500 New
FP
295
Financial Perspectives
Minnesota
$105K +$227 +3 +0.2%
CJ
296
Caitlin John
Michigan
$104K -$76 -1 -0.1%
CF
297
Centaurus Financial
California
$103K +$103K +1,360 New
MWM
298
MGB Wealth Management
Texas
$98.2K
AWM
299
AE Wealth Management
Kansas
$93K +$93K +1,231 New
SS
300
Sunbelt Securities
Texas
$83.1K