We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

184 hedge funds and large institutions have $541M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 192184 (-8)

18% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 72

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

33% less capital invested

Capital invested by funds: $804M → $541M (-$263M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

323.27% less ownership

Funds ownership: 367.45%44.18% (-323%)

Holders
184
Holders Change
-8
Holders Change %
-4.17%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
59
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$4.09M -$140K -2,122 -3%
MML Investors Services
27
MML Investors Services
Massachusetts
$3.97M +$257K +3,892 +7%
Comerica Bank
28
Comerica Bank
Texas
$3.8M -$204K -3,095 -5%
SA
29
Stewardship Advisors
Pennsylvania
$3.79M +$77.9K +1,181 +2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$3.78M
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$3.65M -$17.5M -264,665 -83%
CWM
32
Capital Wealth Management
Rhode Island
$3.51M +$567K +8,590 +20%
PAG
33
Private Advisor Group
New Jersey
$3.28M -$5.37M -81,361 -63%
CMP
34
Courage Miller Partners
Virginia
$2.92M -$31.3K -475 -1%
TC
35
TAP Consulting
Missouri
$2.91M +$229K +3,473 +9%
DWMG
36
DB Wealth Management Group
California
$2.79M -$6.79K -103 -0.3%
JWCA
37
J.W. Cole Advisors
Florida
$2.77M -$264 -4 -0%
OMC
38
Old Mission Capital
Illinois
$2.68M +$2.34M +35,515 +1,037%
TA
39
Townsend & Associates
Colorado
$2.62M +$32.3K +490 +1%
EH
40
Equitable Holdings
New York
$2.61M -$1.24M -18,795 -33%
PA
41
PFG Advisors
Arizona
$2.48M +$242K +3,666 +11%
US Bancorp
42
US Bancorp
Minnesota
$2.41M +$394K +5,971 +21%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$2.39M -$845K -12,804 -27%
EP
44
Eudaimonia Partners
Tennessee
$2.3M +$151K +2,292 +7%
PAIM
45
Punch & Associates Investment Management
Minnesota
$2.07M -$132 -2 -0%
MHS
46
M Holdings Securities
Oregon
$2.07M -$3.96K -60 -0.2%
CWMU
47
Caliber Wealth Management (Utah)
Utah
$2.01M -$808K -12,255 -30%
GIA
48
GHP Investment Advisors
Colorado
$1.75M +$9.89K +150 +0.6%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.73M -$203K -3,077 -11%
RW
50
Rede Wealth
Virginia
$1.67M +$12K +182 +0.8%