We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

182 hedge funds and large institutions have $558M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $541M → $558M (+$17.1M)

0.21% more ownership

Funds ownership: 44.18%44.39% (+0.21%)

1% less funds holding

Funds holding: 184182 (-2)

Holders
182
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AW
26
ACG Wealth
Georgia
$4.96M -$182K -2,578 -3%
SAM
27
Summit Asset Management
Tennessee
$4.92M -$169K -2,396 -3%
RA
28
Rodgers & Associates
Pennsylvania
$4.85M +$197K +2,791 +4%
MML Investors Services
29
MML Investors Services
Massachusetts
$4.18M +$223K +3,161 +5%
Comerica Bank
30
Comerica Bank
Texas
$4.17M +$141K +1,991 +4%
Creative Planning
31
Creative Planning
Kansas
$4.06M -$29.2K -413 -0.7%
CWM
32
Capital Wealth Management
Rhode Island
$3.41M -$99.5K -1,409 -3%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$3.02M +$645K +9,131 +26%
EH
34
Equitable Holdings
New York
$2.71M +$101K +1,428 +4%
TA
35
Townsend & Associates
Colorado
$2.62M +$9.04K +128 +0.3%
PA
36
PFG Advisors
Arizona
$2.61M +$131K +1,859 +5%
CMP
37
Courage Miller Partners
Virginia
$2.56M -$377K -5,334 -13%
TC
38
TAP Consulting
Missouri
$2.55M -$363K -5,147 -12%
EP
39
Eudaimonia Partners
Tennessee
$2.37M +$67.4K +955 +3%
GVAG
40
Great Valley Advisor Group
Delaware
$2.3M +$1.93M +27,353 +457%
CWMU
41
Caliber Wealth Management (Utah)
Utah
$2.22M +$108K +1,523 +5%
CRI
42
Colonial River Investments
Virginia
$2.22M +$2.17M +30,704 New
DWMG
43
DB Wealth Management Group
California
$2.22M -$587K -8,314 -21%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$2.06M +$345K +4,881 +19%
APA
45
American Portfolios Advisors
New York
$1.81M +$620K +8,777 +50%
AWA
46
Arete Wealth Advisors
Illinois
$1.81M +$101K +1,428 +6%
GIA
47
GHP Investment Advisors
Colorado
$1.79M +$46.5K +659 +3%
AIC
48
Ameritas Investment Company
Nebraska
$1.71M +$1.76M +24,877 New
SFS
49
Sowell Financial Services
Arkansas
$1.7M +$706K +9,991 +68%
RW
50
Rede Wealth
Virginia
$1.61M -$66.2K -937 -4%