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iShares Morningstar Mid-Cap Growth ETF

299 hedge funds and large institutions have $1.13B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 121 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 88

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

1% more funds holding

Funds holding: 296299 (+3)

1% less capital invested

Capital invested by funds: $1.14B → $1.13B (-$6.91M)

4.89% less ownership

Funds ownership: 59.77%54.89% (-4.9%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
299
Holders Change
+3
Holders Change %
+1.01%
% of All Funds
4.31%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
31
Increased
121
Reduced
88
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
26
Matrix Trust Company
Colorado
$11.7M -$265K -3,972 -2%
IWP
27
IAG Wealth Partners
Wisconsin
$11.3M +$462K +6,942 +5%
CAN
28
Cetera Advisor Networks
California
$11.1M -$316K -4,741 -3%
CWM
29
Capital Wealth Management
Rhode Island
$11M -$60.7K -911 -0.6%
SCA
30
Scott Capital Advisors
Oregon
$10.5M +$299K +4,493 +3%
EH
31
Equitable Holdings
New York
$9.44M +$305K +4,575 +4%
RJA
32
Raymond James & Associates
Florida
$9.41M +$675K +10,134 +8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$8.95M -$6.3M -94,581 -43%
ERFOTCOFW
34
Employees Retirement Fund of the City of Fort Worth
Texas
$8.69M
EFG
35
Ethos Financial Group
Pennsylvania
$8.43M +$7.95M +119,307 New
E
36
ETFidea
New York
$8.41M -$294K -4,418 -4%
MOS
37
MGO One Seven
Ohio
$7.83M +$318K +4,771 +4%
SPIA
38
Steward Partners Investment Advisory
New York
$7.57M +$548K +8,235 +8%
IIC
39
Integrated Investment Consultants
Michigan
$7.36M -$2.33M -35,015 -25%
OC
40
Oppenheimer & Co
New York
$6.82M -$21.8K -328 -0.3%
Truist Financial
41
Truist Financial
North Carolina
$6.44M -$34K -510 -0.6%
C
42
CEDRUS
Colorado
$6.39M +$402K +6,037 +7%
PP
43
PFS Partners
New Jersey
$6.37M +$148K +2,222 +3%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$6.29M +$128K +1,925 +2%
OC
45
OxenFree Capital
Florida
$6.25M +$164K +2,458 +3%
PAG
46
Private Advisor Group
New Jersey
$6.21M +$856K +12,858 +17%
SPC
47
Sigma Planning Corp
Michigan
$6.11M +$3.22M +48,369 +127%
BFC
48
Bedel Financial Consulting
Indiana
$5.72M +$104K +1,568 +2%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$5.41M +$1.06M +15,900 +26%
MML Investors Services
50
MML Investors Services
Massachusetts
$4.65M +$70.1K +1,052 +2%