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iShares Morningstar Mid-Cap Growth ETF

244 hedge funds and large institutions have $789M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 61

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more capital invested

Capital invested by funds: $689M → $789M (+$99.6M)

3% more funds holding

Funds holding: 237244 (+7)

0.58% less ownership

Funds ownership: 50.68%50.1% (-0.58%)

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$7.46M +$876K +15,273 +14%
CFG
27
Cosner Financial Group
Colorado
$7.4M +$6.97M +121,464 New
SCA
28
Scott Capital Advisors
Oregon
$7.38M +$519K +9,049 +8%
IIC
29
Integrated Investment Consultants
Michigan
$7.31M +$500K +8,723 +8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$7.26M +$1.19M +20,739 +21%
RJA
31
Raymond James & Associates
Florida
$6.89M +$6.54K +114 +0.1%
Truist Financial
32
Truist Financial
North Carolina
$6.34M +$5.54M +96,521 +1,274%
OC
33
Oppenheimer & Co
New York
$5.83M +$1.23M +21,379 +29%
ES
34
Eagle Strategies
New York
$5.06M +$791K +13,795 +20%
BFC
35
Bedel Financial Consulting
Indiana
$4.64M +$190K +3,310 +5%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$4.64M +$53.7K +936 +1%
C
37
CEDRUS
Colorado
$4.46M -$187K -3,265 -4%
WGCA
38
Wolf Group Capital Advisors
Virginia
$4.18M +$156K +2,721 +4%
SPC
39
Sigma Planning Corp
Michigan
$4.14M +$983K +17,142 +34%
CAC
40
Certified Advisory Corp
Florida
$4.11M +$188K +3,274 +5%
SAM
41
Summit Asset Management
Tennessee
$3.81M -$94.4K -1,646 -3%
NCMW
42
Northern Capital Management (Washington)
Washington
$3.79M +$61K +1,063 +2%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$3.47M -$75.8K -1,321 -2%
MML Investors Services
44
MML Investors Services
Massachusetts
$3.44M +$65.7K +1,145 +2%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$3.15M -$1.68M -29,230 -36%
MOS
46
MGO One Seven
Ohio
$3.1M -$1.88M -32,857 -39%
Creative Planning
47
Creative Planning
Kansas
$3.08M -$289K -5,035 -9%
AWS
48
Atria Wealth Solutions
New York
$3.07M +$2.89M +50,432 New
MTWM
49
Masso Torrence Wealth Management
New Jersey
$3.05M +$417K +7,279 +17%
CWM
50
Castle Wealth Management
Florida
$3.05M +$279K +4,866 +11%