We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

316 hedge funds and large institutions have $1.19B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 85

9% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$101M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 294316 (+22)

0.43% less ownership

Funds ownership: 55.71%55.29% (-0.43%)

Holders
316
Holders Change
+22
Holders Change %
+7.48%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
36
Increased
118
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$5.2M +$225K +3,246 +5%
OC
52
OxenFree Capital
Florida
$5M +$256K +3,697 +6%
CAC
53
Certified Advisory Corp
Florida
$4.67M +$204K +2,934 +5%
WGCA
54
Wolf Group Capital Advisors
Virginia
$4.52M +$208K +2,994 +4%
CWM
55
Castle Wealth Management
Florida
$4.46M +$140K +2,022 +3%
SAM
56
Summit Asset Management
Tennessee
$4.36M -$20.8K -300 -0.5%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$4.19M +$156K +2,248 +4%
NL
58
NWAM LLC
Washington
$3.77M +$3.59M +51,702 New
VCM
59
Verde Capital Management
Michigan
$3.73M +$173K +2,488 +5%
Creative Planning
60
Creative Planning
Kansas
$3.64M +$1.87K +27 +0.1%
PA
61
PFG Advisors
Arizona
$3.6M +$42.9K +618 +1%
KWA
62
Kellett Wealth Advisors
Ohio
$3.45M +$256K +3,686 +8%
P
63
&Partners
Tennessee
$3.37M +$774K +11,156 +32%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$3.19M +$199K +2,862 +7%
MFG
65
Merit Financial Group
Georgia
$3.15M +$1.31M +18,939 +78%
FLI
66
Family Legacy Inc
South Carolina
$3.05M -$100K -1,448 -3%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$3.04M +$2.14M +30,888 +287%
GRP
68
Global Retirement Partners
California
$2.77M -$87.5K -1,261 -3%
LWL
69
Leo Wealth LLC
Texas
$2.72M +$385K +5,555 +17%
VNA
70
Valley National Advisers
Pennsylvania
$2.71M -$1.4M -20,134 -35%
CCM
71
Chaney Capital Management
Washington
$2.66M +$1.43M +20,572 +129%
RC
72
Rovin Capital
Arizona
$2.64M +$283K +4,079 +13%
IP
73
Ignite Planners
California
$2.63M +$340K +4,899 +16%
ICMM
74
Integrated Capital Management (Michigan)
Michigan
$2.54M +$2.42M +34,859 New
VWA
75
Visionary Wealth Advisors
Illinois
$2.51M -$240K -3,455 -9%