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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 %
PA
301
Parallel Advisors
California
$83.1K
BTI
302
Blue Trust Inc
Georgia
$81.6K +$81.6K +1,080 New
SIM
303
Synergy Investment Management
Florida
$74K +$74K +980 New
CAL
304
Capital Advisors Ltd
Ohio
$68K
OA
305
Operose Advisors
Wisconsin
$67.1K
PWA
306
Provenance Wealth Advisors
Florida
$66.9K
Franklin Resources
307
Franklin Resources
California
$62.5K
SJIM
308
St. Johns Investment Management
Florida
$60.4K
MFT
309
Moisand Fitzgerald Tamayo
Florida
$58.5K
TCM
310
TD Capital Management
Tennessee
$54.2K +$151 +2 +0.3%
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$48.1K
MA
312
MCF Advisors
Kentucky
$41.5K
SL
313
Salomon & Ludwin
Virginia
$39K -$2.04K -27 -5%
TFGT
314
TS Financial Group (TSFG)
Illinois
$39K +$152 +2 +0.4%
RMP
315
Richards, Merrill & Peterson
Washington
$38.5K +$38.5K +510 New
HHGA
316
Halbert Hargrove Global Advisors
California
$37.6K +$37.6K +497 New
CFGS
317
Concourse Financial Group Securities
Alabama
$34.2K
MHR
318
Matthew Hamilton Rosenberg
$34.1K +$34.1K +452 New
OC
319
Oakworth Capital
Alabama
$31.7K
HNB
320
Huntington National Bank
Ohio
$31K -$29.9K
CIBC Private Wealth Group
321
CIBC Private Wealth Group
Georgia
$30.6K
BCWM
322
Bartlett & Co Wealth Management
Ohio
$30.2K
GEA
323
Glen Eagle Advisors
New Jersey
$29.8K +$7.55K +100 +34%
KBFS
324
Kohmann Bosshard Financial Services
Ohio
$27.2K +$27.2K +360 New
AIC
325
Archer Investment Corporation
Indiana
$25.8K