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iShares Morningstar Mid-Cap Growth ETF

251 hedge funds and large institutions have $799M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 53

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

3% more funds holding

Funds holding: 244251 (+7)

2.55% more ownership

Funds ownership: 50.1%52.65% (+2.5%)

1% more capital invested

Capital invested by funds: $789M → $799M (+$9.58M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
26
Increased
104
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$3.03M +$633K +10,490 +25%
VNA
52
Valley National Advisers
Pennsylvania
$2.92M +$450K +7,462 +17%
MTWM
53
Masso Torrence Wealth Management
New Jersey
$2.8M -$72.3K -1,198 -2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$2.78M +$244K +4,042 +9%
FLI
55
Family Legacy Inc
South Carolina
$2.61M -$57.5K -953 -2%
FFL
56
Financial Freedom LLC
Ohio
$2.6M -$28.5K -473 -1%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$2.48M +$1.34M +22,279 +105%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$2.43M -$556K -9,224 -18%
PAS
59
Park Avenue Securities
New York
$2.4M -$180K -2,980 -7%
Corient Private Wealth
60
Corient Private Wealth
Florida
$2.34M +$42.7K +707 +2%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$2.33M +$2.46M +40,715 New
HighTower Advisors
62
HighTower Advisors
Illinois
$2.2M +$8.87K +147 +0.4%
EP
63
Eudaimonia Partners
Tennessee
$2.09M +$297K +4,917 +16%
BI
64
Berkeley Inc
Idaho
$2.05M +$82.7K +1,370 +4%
PA
65
PFG Advisors
Arizona
$2.02M -$14.7K -243 -0.7%
AF
66
Allworth Financial
California
$1.95M +$2.06M +34,115 +59,851%
GRP
67
Global Retirement Partners
California
$1.93M +$39K +647 +2%
PIAS
68
PCA Investment Advisory Services
Ohio
$1.91M +$9.89K +164 +0.5%
NFG
69
Nations Financial Group
Iowa
$1.9M +$541K +8,963 +37%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$1.89M +$454K +7,526 +29%
NL
71
NWAM LLC
Washington
$1.88M +$235K +3,897 +13%
NA
72
NewEdge Advisors
Louisiana
$1.81M +$46.5K +771 +2%
CMP
73
Courage Miller Partners
Virginia
$1.77M -$43.9K -728 -2%
AA
74
Aire Advisors
California
$1.73M +$14.5K +241 +0.8%
VCM
75
Verde Capital Management
Michigan
$1.72M +$248K +4,116 +16%