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iShares Morningstar Mid-Cap Growth ETF

182 hedge funds and large institutions have $558M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $541M → $558M (+$17.1M)

0.21% more ownership

Funds ownership: 44.18%44.39% (+0.21%)

1% less funds holding

Funds holding: 184182 (-2)

Holders
182
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$1.58M +$706K +9,999 +77%
AWM
52
Accel Wealth Management
Iowa
$1.53M +$119K +1,691 +8%
Barclays
53
Barclays
United Kingdom
$1.53M +$493K +6,985 +46%
NCM
54
Neumann Capital Management
California
$1.53M
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.51M
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$1.49M +$49.2K +696 +3%
RC
57
Rovin Capital
Arizona
$1.48M +$1.52M +21,521 New
AWM
58
AE Wealth Management
Kansas
$1.45M +$82.8K +1,173 +6%
Citadel Advisors
59
Citadel Advisors
Florida
$1.44M +$194K +2,750 +15%
Citigroup
60
Citigroup
New York
$1.43M -$232K -3,291 -14%
CAC
61
Certified Advisory Corp
Florida
$1.38M +$621K +8,788 +78%
AI
62
Atria Investments
North Carolina
$1.37M +$125K +1,770 +10%
FHA
63
Flagship Harbor Advisors
Massachusetts
$1.33M
PAS
64
Park Avenue Securities
New York
$1.3M -$174K -2,461 -12%
CAL
65
Capital Analysts LLC
Pennsylvania
$1.28M -$6.21K -88 -0.5%
AWA
66
Arkadios Wealth Advisors
Georgia
$1.17M -$171K -2,428 -12%
CAN
67
Cetera Advisor Networks
California
$1.16M +$505K +7,156 +74%
PAG
68
Private Advisor Group
New Jersey
$1.13M -$2.21M -31,239 -66%
FA
69
Flagstar Advisors
New York
$1.12M +$1.15M +16,265 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.11M -$42.4K -600 -4%
TCM
71
Triumph Capital Management
Colorado
$1.1M +$17.5K +248 +2%
KA
72
Kovack Advisors
Florida
$1.03M -$89.7K -1,270 -8%
IC
73
IEQ Capital
California
$990K
SPIA
74
Steward Partners Investment Advisory
New York
$989K +$287K +4,066 +39%
PAIM
75
Punch & Associates Investment Management
Minnesota
$986K -$1.11M -15,754 -52%