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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
FDCP
301
Foster Dykema Cabot & Partners
Massachusetts
$7.15K +$6.8K +98 New
KFI
302
Key Financial Inc
Pennsylvania
$7K
SWM
303
Spire Wealth Management
Virginia
$6.86K +$5.83K +84 +840%
EWM
304
EPG Wealth Management
Georgia
$3.5K +$3.33K +48 New
ADL
305
Asset Dedication LLC
California
$3.5K
RPCA
306
Running Point Capital Advisors
California
$3.36K
CFS
307
CGC Financial Services
Oregon
$3.14K
PP
308
PrairieView Partners
Minnesota
$3K
CA
309
Continuum Advisory
Idaho
$1.7K
GJIA
310
Glass Jacobson Investment Advisors
Maryland
$1.61K
CPA
311
Clear Point Advisors
New York
$1.39K
CPBTD
312
Central Pacific Bank - Trust Division
Hawaii
$1.31K
QCG
313
Quadrant Capital Group
Ohio
$1.17K +$1.11K +16 New
MBFW
314
Morton Brown Family Wealth
Pennsylvania
$365
EWP
315
Elevation Wealth Partners
California
$219
FFA
316
Farther Finance Advisors
California
$94 -$69 -1 -50%
PWM
317
Provident Wealth Management
Tennessee
$73
WIA
318
World Investment Advisors
California
-$2.65M -39,072 Closed
Prudential Financial
319
Prudential Financial
New Jersey
-$1.03M -15,223 Closed
OMC
320
Old Mission Capital
Illinois
-$641K -9,463 Closed
IA
321
IFG Advisory
Georgia
-$469K -6,929 Closed
RIA
322
Realta Investment Advisors
Delaware
-$193K -2,843 Closed
OWA
323
Opal Wealth Advisors
New York
-$174K -2,572 Closed
TSWM
324
Tyler-Stone Wealth Management
Ohio
-$38.9K -574 Closed
EW
325
Element Wealth
Mississippi
-$12.5K -185 Closed