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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 %
CPA
326
Compass Planning Associates
Massachusetts
$21.6K +$21.6K +286 New
ACA
327
Aptus Capital Advisors
Alabama
$20.8K
EWP
328
Elevation Wealth Partners
California
$19.2K +$19K +252 +8,400%
MSG
329
Main Street Group
Virginia
$18.1K +$75 +1 +0.4%
WT
330
Whittier Trust
California
$18.1K
EB
331
Eastern Bank
Massachusetts
$16.8K
FDCDDQ
332
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9K
NP
333
NorthRock Partners
Minnesota
$13.7K +$13.7K +182 New
S
334
SignatureFD
Georgia
$9.97K
GJIA
335
Glass Jacobson Investment Advisors
Maryland
$9.52K +$7.86K +104 +473%
CMA
336
Cedar Mountain Advisors
Oregon
$9.14K
GWSG
337
GPS Wealth Strategies Group
Colorado
$8.54K
Russell Investments Group
338
Russell Investments Group
United Kingdom
$8.02K
EWA
339
EverSource Wealth Advisors
Alabama
$7.93K
NWM
340
Nova Wealth Management
Florida
$7.55K +$7.55K +100 New
KFI
341
Key Financial Inc
Pennsylvania
$7.25K
SWM
342
Spire Wealth Management
Virginia
$7.1K
ADL
343
Asset Dedication LLC
California
$3.63K
EWM
344
EPG Wealth Management
Georgia
$3.63K
RPCA
345
Running Point Capital Advisors
California
$3.47K
PP
346
PrairieView Partners
Minnesota
$3K
KFGG
347
Keystone Financial Group (Georgia)
Georgia
$2.99K +$2.99K +40 New
AG
348
AmeriFlex Group
Nevada
$2.78K +$2.78K +35 New
CA
349
Continuum Advisory
Idaho
$1.66K
CPBTD
350
Central Pacific Bank - Trust Division
Hawaii
$1.36K