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iShares Morningstar Mid-Cap Growth ETF

251 hedge funds and large institutions have $799M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 53

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

3% more funds holding

Funds holding: 244251 (+7)

2.55% more ownership

Funds ownership: 50.1%52.65% (+2.5%)

1% more capital invested

Capital invested by funds: $789M → $799M (+$9.58M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
26
Increased
104
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
26
Cosner Financial Group
Colorado
$8.4M +$1.54M +25,540 +21%
EH
27
Equitable Holdings
New York
$8.31M -$3.77M -62,541 -30%
IIC
28
Integrated Investment Consultants
Michigan
$7.85M +$1.05M +17,464 +15%
OC
29
Oppenheimer & Co
New York
$7.33M +$1.98M +32,767 +34%
E
30
ETFidea
New York
$7.05M
ERFOTCOFW
31
Employees Retirement Fund of the City of Fort Worth
Texas
$7.03M +$7.42M +123,000 New
Truist Financial
32
Truist Financial
North Carolina
$6.93M +$1.04M +17,217 +17%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$6.9M +$93.2K +1,544 +1%
RJA
34
Raymond James & Associates
Florida
$6.55M +$95.1K +1,576 +1%
MOS
35
MGO One Seven
Ohio
$5.79M +$3.05M +50,496 +99%
ES
36
Eagle Strategies
New York
$5.17M +$453K +7,515 +9%
SPC
37
Sigma Planning Corp
Michigan
$4.6M +$757K +12,541 +18%
BFC
38
Bedel Financial Consulting
Indiana
$4.54M +$202K +3,356 +4%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$4.54M +$194K +3,212 +4%
C
40
CEDRUS
Colorado
$4.53M +$365K +6,051 +8%
WGCA
41
Wolf Group Capital Advisors
Virginia
$4.29M +$113K +1,879 +3%
Creative Planning
42
Creative Planning
Kansas
$3.78M +$940K +15,587 +31%
CAC
43
Certified Advisory Corp
Florida
$3.74M -$118K -1,949 -3%
MML Investors Services
44
MML Investors Services
Massachusetts
$3.69M +$488K +8,095 +14%
SAM
45
Summit Asset Management
Tennessee
$3.53M -$41.9K -695 -1%
FA
46
Fermata Advisors
California
$3.47M +$3.67M +60,764 New
AAS
47
Ameritas Advisory Services
Nebraska
$3.34M +$2.44M +40,387 +221%
AWS
48
Atria Wealth Solutions
New York
$3.3M +$436K +7,232 +14%
CWM
49
Castle Wealth Management
Florida
$3.11M +$263K +4,356 +9%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$3.05M -$217K -3,600 -6%