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iShares Morningstar Mid-Cap Growth ETF

190 hedge funds and large institutions have $803M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

18% less capital invested

Capital invested by funds: $977M → $803M (-$174M)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$65.7M
2 -$29.3M
3 -$28.3M
4
Goldman Sachs
Goldman Sachs
New York
-$12.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$4.76M
27
$4.12M
28
$4.06M
29
$3.95M
30
$3.87M
31
$3.65M
32
$3.58M
33
$3.4M
34
$3.38M
35
$3.33M
36
$3.26M
37
$3M
38
$2.94M
39
$2.71M
40
$2.67M
41
$2.63M
42
$2.61M
43
$2.56M
44
$2.54M
45
$2.44M
46
$2.34M
47
$2.33M
48
$2.2M
49
$2.04M
50
$1.96M