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iShares Morningstar Mid-Cap Growth ETF

294 hedge funds and large institutions have $1.14B invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 17 closing their positions.

Holders
294
Holders Change
+45
Holders Change %
+18.07%
% of All Funds
4.31%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
103
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
26
Avior Wealth Management
Nebraska
$11.4M 177,617 +177,617 New
SCM
27
Steele Capital Management
Iowa
$10.9M 169,608 +169,608 New
MTC
28
Matrix Trust Company
Colorado
$10.9M 169,131 -146 -0.1%
CAN
29
Cetera Advisor Networks
California
$10.4M 161,463 -2,867 -2%
CWM
30
Capital Wealth Management
Rhode Island
$10.1M 157,248 -1,804 -1%
IWP
31
IAG Wealth Partners
Wisconsin
$9.83M 152,532 +152,532 New
SCA
32
Scott Capital Advisors
Oregon
$9.39M 145,682 -194 -0.1%
IIC
33
Integrated Investment Consultants
Michigan
$8.97M 139,167 +1,790 +1%
EH
34
Equitable Holdings
New York
$8.32M 129,035 -16,430 -11%
GM
35
GeoWealth Management
Illinois
$8.26M 128,189 +128,189 New
E
36
ETFidea
New York
$7.96M 123,457
RJA
37
Raymond James & Associates
Florida
$7.93M 123,006 +8,425 +7%
ERFOTCOFW
38
Employees Retirement Fund of the City of Fort Worth
Texas
$7.93M 123,000
MOS
39
MGO One Seven
Ohio
$6.83M 106,024 +4,739 +5%
ES
40
Eagle Strategies
New York
$6.4M 99,245 +8,750 +10%
SPIA
41
Steward Partners Investment Advisory
New York
$6.37M 98,904 +78,141 +376%
OC
42
Oppenheimer & Co
New York
$6.24M 96,850 -31,535 -25%
Truist Financial
43
Truist Financial
North Carolina
$5.91M 91,631 -29,681 -24%
PP
44
PFS Partners
New Jersey
$5.67M 87,911 +87,911 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$5.61M 87,055 +7,650 +10%
OC
46
OxenFree Capital
Florida
$5.54M 86,019 +86,019 New
C
47
CEDRUS
Colorado
$5.44M 84,414 +5,169 +7%
BFC
48
Bedel Financial Consulting
Indiana
$5.11M 79,304 -250 -0.3%
PAG
49
Private Advisor Group
New Jersey
$4.83M 74,990 +21,920 +41%
WGCA
50
Wolf Group Capital Advisors
Virginia
$4.52M 74,142 -885 -1%