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iShares Morningstar Mid-Cap Growth ETF

244 hedge funds and large institutions have $789M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 61

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more capital invested

Capital invested by funds: $689M → $789M (+$99.6M)

3% more funds holding

Funds holding: 237244 (+7)

0.58% less ownership

Funds ownership: 50.68%50.1% (-0.58%)

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FLI
51
Family Legacy Inc
South Carolina
$2.84M +$76.1K +1,326 +3%
FFL
52
Financial Freedom LLC
Ohio
$2.8M +$285K +4,968 +12%
PAS
53
Park Avenue Securities
New York
$2.75M -$52K -907 -2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$2.72M -$78.3K -1,366 -3%
VNA
55
Valley National Advisers
Pennsylvania
$2.66M +$305K +5,321 +14%
PAG
56
Private Advisor Group
New Jersey
$2.65M +$459K +7,996 +23%
Corient Private Wealth
57
Corient Private Wealth
Florida
$2.45M -$131K -2,280 -5%
DI
58
DFPG Investments
Utah
$2.35M +$1.24M +21,554 +138%
HighTower Advisors
59
HighTower Advisors
Illinois
$2.34M -$113K -1,966 -5%
PA
60
PFG Advisors
Arizona
$2.17M -$17.3K -301 -0.8%
BI
61
Berkeley Inc
Idaho
$2.11M -$12.2K -213 -0.6%
LB
62
Leo Brokerage
Texas
$2.05M -$33.7K -587 -2%
GRP
63
Global Retirement Partners
California
$2.05M +$3.1K +54 +0.2%
PIAS
64
PCA Investment Advisory Services
Ohio
$2.03M +$154K +2,693 +9%
Jane Street
65
Jane Street
New York
$1.99M +$1.87M +32,587 New
CMP
66
Courage Miller Partners
Virginia
$1.94M -$44.3K -773 -2%
EP
67
Eudaimonia Partners
Tennessee
$1.93M +$55.7K +971 +3%
NA
68
NewEdge Advisors
Louisiana
$1.88M +$414K +7,219 +31%
AA
69
Aire Advisors
California
$1.84M +$143K +2,500 +9%
NL
70
NWAM LLC
Washington
$1.77M +$813K +14,183 +96%
MHS
71
M Holdings Securities
Oregon
$1.76M -$65.4K -1,141 -4%
GIA
72
GHP Investment Advisors
Colorado
$1.76M -$20.8K -362 -1%
FHA
73
First Horizon Advisors
Tennessee
$1.68M -$670K -11,678 -30%
RC
74
Rovin Capital
Arizona
$1.66M +$39.7K +692 +3%
BDF
75
Black Diamond Financial
Maryland
$1.63M +$46.5K +810 +3%