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iShares Morningstar Mid-Cap Growth ETF

294 hedge funds and large institutions have $1.14B invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 17 closing their positions.

Holders
294
Holders Change
+45
Holders Change %
+18.07%
% of All Funds
4.31%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
103
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$4.4M +$1.26M +19,595 +40%
CAC
52
Certified Advisory Corp
Florida
$4.26M +$41.1K +637 +1%
MML Investors Services
53
MML Investors Services
Massachusetts
$4.17M +$5.87K +91 +0.1%
SAM
54
Summit Asset Management
Tennessee
$3.94M -$43.6K -676 -1%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$3.9M +$1.28M +19,865 +49%
FA
56
Fermata Advisors
California
$3.83M -$83.5K -1,296 -2%
AWS
57
Atria Wealth Solutions
New York
$3.75M +$35.1K +545 +0.9%
NL
58
NWAM LLC
Washington
$3.57M +$1.45M +22,549 +69%
Creative Planning
59
Creative Planning
Kansas
$3.49M -$771K -11,963 -18%
CWM
60
Castle Wealth Management
Florida
$3.44M -$57.7K -895 -2%
VNA
61
Valley National Advisers
Pennsylvania
$3.4M +$105K +1,633 +3%
Corient Private Wealth
62
Corient Private Wealth
Florida
$3.35M +$714K +11,084 +27%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$3.12M +$3.12M +48,390 New
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$2.93M +$801K +12,434 +38%
NFG
65
Nations Financial Group
Iowa
$2.87M +$731K +11,346 +34%
FLI
66
Family Legacy Inc
South Carolina
$2.82M -$122K -1,900 -4%
FFL
67
Financial Freedom LLC
Ohio
$2.75M -$177K -2,742 -6%
SPC
68
Sigma Planning Corp
Michigan
$2.46M -$2.73M -42,364 -53%
HighTower Advisors
69
HighTower Advisors
Illinois
$2.45M -$31.7K -492 -1%
EP
70
Eudaimonia Partners
Tennessee
$2.4M +$45.6K +707 +2%
PA
71
PFG Advisors
Arizona
$2.33M +$46.4K +720 +2%
PAS
72
Park Avenue Securities
New York
$2.31M -$398K -6,174 -15%
GRP
73
Global Retirement Partners
California
$2.21M +$45.3K +719 +2%
VCM
74
Verde Capital Management
Michigan
$2.18M +$246K +3,822 +13%
VWA
75
Visionary Wealth Advisors
Illinois
$2.17M +$729K +11,315 +51%