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iShares Morningstar Mid-Cap Growth ETF

316 hedge funds and large institutions have $1.19B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 85

9% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$101M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 294316 (+22)

0.43% less ownership

Funds ownership: 55.71%55.29% (-0.43%)

Holders
316
Holders Change
+22
Holders Change %
+7.48%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
36
Increased
118
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Capital Wealth Management
Rhode Island
$11.4M -$37.7K -543 -0.3%
RJA
27
Raymond James & Associates
Florida
$9.79M +$1.02M +14,704 +12%
ECA
28
Elevation Capital Advisory
Oregon
$9.41M +$8.94M +128,942 New
GM
29
GeoWealth Management
Illinois
$9.39M +$8.93M +128,745 New
ERFOTCOFW
30
Employees Retirement Fund of the City of Fort Worth
Texas
$8.98M
SCA
31
Scott Capital Advisors
Oregon
$8.92M -$293K -4,229 -3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$8.86M -$747K -10,762 -8%
MFG
33
Marmo Financial Group
Tennessee
$8.69M -$6.12M -88,191 -43%
E
34
ETFidea
New York
$8.69M
SPC
35
Sigma Planning Corp
Michigan
$8.66M +$2.05M +29,619 +33%
MOS
36
MGO One Seven
Ohio
$8.11M -$6.94K -100 -0.1%
ES
37
Eagle Strategies
New York
$8.09M +$111K +1,601 +1%
IIC
38
Integrated Investment Consultants
Michigan
$8.01M +$597K +8,611 +8%
PAG
39
Private Advisor Group
New Jersey
$7.68M +$515K +7,429 +8%
C
40
CEDRUS
Colorado
$7.55M +$554K +7,982 +8%
Truist Financial
41
Truist Financial
North Carolina
$6.97M +$183K +2,635 +3%
PP
42
PFS Partners
New Jersey
$6.74M +$58.8K +848 +0.9%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$6.55M -$23.5K -339 -0.4%
BFC
44
Bedel Financial Consulting
Indiana
$6.41M +$384K +5,533 +7%
OC
45
Oppenheimer & Co
New York
$6.39M -$264K -3,808 -4%
NFG
46
Nations Financial Group
Iowa
$6.38M +$1.14M +16,470 +23%
SPIA
47
Steward Partners Investment Advisory
New York
$6.28M -$1.65M -23,794 -22%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$6.05M -$152K -2,187 -3%
FC
49
Forte Capital
New York
$5.57M -$1.97M -28,399 -27%
KWM
50
Kingsview Wealth Management
Oregon
$5.34M +$300K +4,320 +6%