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iShares Morningstar Mid-Cap Growth ETF

192 hedge funds and large institutions have $804M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

4% more funds holding

Funds holding: 185192 (+7)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15.97% less ownership

Funds ownership: 383.41%367.45% (-16%)

18% less capital invested

Capital invested by funds: $978M → $804M (-$174M)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

Holders
192
Holders Change
+7
Holders Change %
+3.78%
% of All Funds
3.37%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
24
Increased
54
Reduced
66
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$1.03M -$211K -3,264 -17%
IA
77
Insight Advisors
Pennsylvania
$1.03M +$5.14M +79,368 +603%
HIA
78
Harbor Investment Advisory
Maryland
$995K -$35K -540 -3%
AWM
79
Accel Wealth Management
Iowa
$983K +$301K +4,650 +42%
GSC
80
G&S Capital
Colorado
$972K +$155K +2,400 +18%
Stifel Financial
81
Stifel Financial
Missouri
$967K -$2.12M -32,664 -68%
MIM
82
MTM Investment Management
South Carolina
$931K +$417K +6,444 +77%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$928K +$722K +11,154 +313%
OIA
84
OneDigital Investment Advisors
Kansas
$897K -$244K -3,762 -21%
MWM
85
Mattern Wealth Management
Kansas
$895K -$4.18M -64,566 -82%
AWA
86
Arkadios Wealth Advisors
Georgia
$814K -$10.5K -162 -1%
CF
87
Centaurus Financial
California
$814K +$639K +9,864 +324%
VFA
88
Voya Financial Advisors
Connecticut
$798K +$38.9K +600 +5%
BWA
89
Beam Wealth Advisors
Louisiana
$796K +$10.1K +156 +1%
FSC
90
Full Sail Capital
Oklahoma
$747K
SFS
91
Sowell Financial Services
Arkansas
$738K +$4.43M +68,358 +28,483%
AFP
92
Ausdal Financial Partners
Iowa
$730K -$7.77K -120 -1%
PWM
93
Pacific Wealth Management
California
$676K -$329K -5,088 -32%
Comerica Bank
94
Comerica Bank
Texas
$648K -$2.04M -31,506 -35%
CS
95
Comerica Securities
Michigan
$644K +$329K +5,088 +99%
WWM
96
Western Wealth Management
Colorado
$637K -$23.3K -360 -3%
NA
97
NewEdge Advisors
Louisiana
$634K -$47K -726 -7%
SG
98
StoneX Group
New York
$625K -$10.1K -156 -2%
WWM
99
Windsor Wealth Management
Indiana
$622K
EVM
100
Eaton Vance Management
Massachusetts
$605K -$45.8K -708 -7%