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iShares Morningstar Mid-Cap Growth ETF

299 hedge funds and large institutions have $1.13B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 121 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 88

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

1% more funds holding

Funds holding: 296299 (+3)

1% less capital invested

Capital invested by funds: $1.14B → $1.13B (-$6.91M)

4.89% less ownership

Funds ownership: 59.77%54.89% (-4.9%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
299
Holders Change
+3
Holders Change %
+1.01%
% of All Funds
4.31%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
31
Increased
121
Reduced
88
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$4.52M +$386K +5,798 +10%
WGCA
52
Wolf Group Capital Advisors
Virginia
$4.52M
CAC
53
Certified Advisory Corp
Florida
$4.41M -$246K -3,688 -6%
SAM
54
Summit Asset Management
Tennessee
$4.31M -$8.86K -133 -0.2%
Goldman Sachs
55
Goldman Sachs
New York
$3.98M +$2.98M +44,695 +387%
NFG
56
Nations Financial Group
Iowa
$3.97M +$771K +11,571 +26%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$3.9M -$865K -12,991 -19%
CWM
58
Castle Wealth Management
Florida
$3.83M +$47.6K +714 +1%
VNA
59
Valley National Advisers
Pennsylvania
$3.82M +$93K +1,396 +3%
Corient Private Wealth
60
Corient Private Wealth
Florida
$3.72M +$43.9K +659 +1%
Creative Planning
61
Creative Planning
Kansas
$3.56M -$256K -3,838 -7%
NL
62
NWAM LLC
Washington
$3.54M -$230K -3,455 -6%
JP Morgan Chase
63
JP Morgan Chase
New York
$3.48M +$56.1K +843 +2%
VCM
64
Verde Capital Management
Michigan
$3.02M +$594K +8,921 +26%
FLI
65
Family Legacy Inc
South Carolina
$2.99M -$94.8K -1,424 -3%
EP
66
Eudaimonia Partners
Tennessee
$2.9M +$253K +3,797 +10%
FFL
67
Financial Freedom LLC
Ohio
$2.72M -$279K -4,192 -10%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$2.7M -$489K -7,346 -16%
HighTower Advisors
69
HighTower Advisors
Illinois
$2.69M -$1.8K -27 -0.1%
WIA
70
World Investment Advisors
California
$2.62M +$2.47M +37,050 New
VWA
71
Visionary Wealth Advisors
Illinois
$2.56M +$178K +2,670 +8%
PA
72
PFG Advisors
Arizona
$2.5M -$44.9K -674 -2%
GRP
73
Global Retirement Partners
California
$2.45M -$24K -360 -1%
PAS
74
Park Avenue Securities
New York
$2.41M -$121K -1,812 -5%
LNC
75
Lincoln National Corp
Pennsylvania
$2.36M +$228K +3,424 +11%