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iShares Morningstar Mid-Cap Growth ETF

190 hedge funds and large institutions have $803M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

18% less capital invested

Capital invested by funds: $977M → $803M (-$174M)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$65.7M
2 -$29.3M
3 -$28.3M
4
Goldman Sachs
Goldman Sachs
New York
-$12.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.9M
52
$1.89M
53
$1.84M
54
$1.83M
55
$1.77M
56
$1.68M
57
$1.59M
58
$1.53M
59
$1.52M
60
$1.47M
61
$1.36M
62
$1.27M
63
$1.26M
64
$1.23M
65
$1.21M
66
$1.21M
67
$1.21M
68
$1.2M
69
$1.19M
70
$1.17M
71
$1.15M
72
$1.07M
73
$1.07M
74
$1.05M
75
$1.04M