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iShares Morningstar Mid-Cap Growth ETF

184 hedge funds and large institutions have $541M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 192184 (-8)

18% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 72

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

33% less capital invested

Capital invested by funds: $804M → $541M (-$263M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

323.27% less ownership

Funds ownership: 367.45%44.18% (-323%)

Holders
184
Holders Change
-8
Holders Change %
-4.17%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
59
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$1.66M +$387K +5,867 +32%
AWA
52
Arete Wealth Advisors
Illinois
$1.6M -$121K -1,827 -7%
NCM
53
Neumann Capital Management
California
$1.53M -$80.1K -1,214 -5%
PAS
54
Park Avenue Securities
New York
$1.47M +$118K +1,782 +9%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$1.45M +$414K +6,277 +43%
CFG
56
Cooper Financial Group
California
$1.42M +$277K +4,196 +25%
AWM
57
Accel Wealth Management
Iowa
$1.42M +$327K +4,960 +32%
AWM
58
AE Wealth Management
Kansas
$1.37M +$51.4K +779 +4%
AWA
59
Arkadios Wealth Advisors
Georgia
$1.34M +$432K +6,546 +51%
FHA
60
Flagship Harbor Advisors
Massachusetts
$1.33M +$1.28M +19,329 New
CAL
61
Capital Analysts LLC
Pennsylvania
$1.28M +$1.39K +21 +0.1%
Citadel Advisors
62
Citadel Advisors
Florida
$1.25M +$84.4K +1,280 +8%
AI
63
Atria Investments
North Carolina
$1.25M -$67.9K -1,030 -5%
ACA
64
Aptus Capital Advisors
Alabama
$1.22M +$1.12M +16,904 +1,970%
VA
65
Valmark Advisers
Ohio
$1.22M -$89.5K -1,357 -7%
APA
66
American Portfolios Advisors
New York
$1.21M +$33.7K +511 +3%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.19M -$9.72M -147,331 -90%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$1.15M +$25.5K +387 +2%
KA
69
Kovack Advisors
Florida
$1.12M -$1.23M -18,653 -53%
TCM
70
Triumph Capital Management
Colorado
$1.07M +$1.03M +15,679 New
BCM
71
Brookstone Capital Management
Illinois
$1.04M -$254K -3,850 -20%
CF
72
Centaurus Financial
California
$1.02M +$129K +1,951 +15%
SFS
73
Sowell Financial Services
Arkansas
$1.01M -$3.55M -53,882 -79%
IC
74
IEQ Capital
California
$990K +$948K +14,370 New
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$897K -$236K -3,585 -22%