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iShares Morningstar Mid-Cap Growth ETF

251 hedge funds and large institutions have $799M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 53

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

3% more funds holding

Funds holding: 244251 (+7)

2.55% more ownership

Funds ownership: 50.1%52.65% (+2.5%)

1% more capital invested

Capital invested by funds: $789M → $799M (+$9.58M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
26
Increased
104
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
76
M Holdings Securities
Oregon
$1.71M +$58.3K +966 +3%
RC
77
Rovin Capital
Arizona
$1.7M +$149K +2,477 +9%
GIA
78
GHP Investment Advisors
Colorado
$1.66M +$3.62K +60 +0.2%
BDF
79
Black Diamond Financial
Maryland
$1.56M +$36K +597 +2%
AAS
80
Asset Allocation Strategies
Michigan
$1.48M +$121K +1,998 +8%
Comerica Bank
81
Comerica Bank
Texas
$1.44M +$1.53M +25,279 New
MSA
82
Marino Stram & Associates
Massachusetts
$1.42M +$193K +3,196 +15%
KAS
83
Kestra Advisory Services
Texas
$1.36M +$290K +4,803 +25%
VWA
84
Visionary Wealth Advisors
Illinois
$1.27M -$24K -398 -2%
Goldman Sachs
85
Goldman Sachs
New York
$1.25M
HFW
86
Horizon Family Wealth
Illinois
$1.24M +$1.3M +21,622 New
WMWM
87
Whitaker-Myers Wealth Managers
Ohio
$1.2M +$198K +3,277 +19%
SPIA
88
Steward Partners Investment Advisory
New York
$1.19M +$106K +1,757 +9%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$1.16M -$327K -5,422 -21%
HIS
90
Horizon Investment Services
Indiana
$1.15M +$224K +3,710 +23%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$1.13M +$905 +15 +0.1%
AF
92
Advisornet Financial
Minnesota
$1.11M +$404K +6,704 +53%
HAIM
93
Hunter Associates Investment Management
Pennsylvania
$1.1M +$90.5K +1,500 +8%
IWC
94
Integrated Wealth Concepts
Massachusetts
$1.1M -$63.1K -1,046 -5%
FHA
95
First Horizon Advisors
Tennessee
$1.08M -$523K -8,671 -32%
BCI
96
Brinker Capital Investments
Pennsylvania
$1.07M -$3.26K -54 -0.3%
OPS
97
Orion Portfolio Solutions
Nebraska
$1.07M -$3.26K -54 -0.3%
JJBC
98
James J. Burns & Company
New York
$1.07M -$396K -6,564 -26%
MCC
99
Money Concepts Capital
Florida
$1.02M +$39.6K +657 +4%
WWP
100
WR Wealth Planners
Missouri
$1.01M +$220K +3,647 +26%