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iShares Morningstar Mid-Cap Growth ETF

184 hedge funds and large institutions have $541M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 192184 (-8)

18% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 72

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

33% less capital invested

Capital invested by funds: $804M → $541M (-$263M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

323.27% less ownership

Funds ownership: 367.45%44.18% (-323%)

Holders
184
Holders Change
-8
Holders Change %
-4.17%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
59
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
76
Harbor Investment Advisory
Maryland
$856K -$221K -3,350 -21%
SPC
77
Sigma Planning Corp
Michigan
$818K -$4.8M -72,770 -86%
NA
78
NewEdge Advisors
Louisiana
$796K +$98.1K +1,487 +15%
FSC
79
Full Sail Capital
Oklahoma
$794K
KWM
80
Kingsview Wealth Management
Oregon
$794K +$515K +7,813 +215%
CAC
81
Certified Advisory Corp
Florida
$774K +$333K +5,047 +82%
AFP
82
Ausdal Financial Partners
Iowa
$712K -$82.5K -1,250 -11%
SPIA
83
Steward Partners Investment Advisory
New York
$709K +$50.2K +761 +8%
WWM
84
Western Wealth Management
Colorado
$692K -$3.3K -50 -0.5%
WWM
85
Windsor Wealth Management
Indiana
$680K
CAN
86
Cetera Advisor Networks
California
$665K +$401K +6,084 +170%
EVM
87
Eaton Vance Management
Massachusetts
$661K
FLI
88
Family Legacy Inc
South Carolina
$655K +$39.9K +605 +7%
BWA
89
Beam Wealth Advisors
Louisiana
$643K -$218K -3,307 -26%
HighTower Advisors
90
HighTower Advisors
Illinois
$639K +$44.3K +672 +8%
MWM
91
Mattern Wealth Management
Kansas
$636K -$319K -4,836 -34%
IWM
92
IHT Wealth Management
Illinois
$635K -$9.83K -149 -2%
GRP
93
Global Retirement Partners
California
$635K +$26.2K +397 +4%
CS
94
Comerica Securities
Michigan
$624K -$77.2K -1,170 -11%
AF
95
AtlasMark Financial
Texas
$620K
CA
96
Cetera Advisors
Colorado
$605K -$53.1K -805 -8%
Jane Street
97
Jane Street
New York
$590K +$352K +5,336 +165%
TRCT
98
Tower Research Capital (TRC)
New York
$590K +$384K +5,823 +213%
TPCW
99
TD Private Client Wealth
New York
$579K -$13.9K -211 -2%
NL
100
NWAM LLC
Washington
$571K -$4.68K -71 -0.8%