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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
FA
76
Fermata Advisors
California
$2.34M -$1.75M -26,318 -44%
RC
77
Rovin Capital
Arizona
$2.16M +$129K +1,933 +7%
CS
78
Capital Square
Tennessee
$2.14M +$2.01M +30,225 New
LI
79
LRI Investments
Florida
$2.12M +$1.99M +29,940 New
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$2.07M -$198K -2,973 -9%
LWL
81
Leo Wealth LLC
Texas
$2.06M +$1.93K +29 +0.1%
AAS
82
Asset Allocation Strategies
Michigan
$2.06M -$38K -571 -2%
IP
83
Ignite Planners
California
$1.99M +$147K +2,203 +8%
GIA
84
GHP Investment Advisors
Colorado
$1.97M -$14.8K -222 -0.8%
CMP
85
Courage Miller Partners
Virginia
$1.97M -$30.2K -453 -2%
NA
86
NewEdge Advisors
Louisiana
$1.97M -$172K -2,587 -8%
AA
87
Aire Advisors
California
$1.96M +$2.6K +39 +0.1%
BDF
88
Black Diamond Financial
Maryland
$1.95M
KAS
89
Kestra Advisory Services
Texas
$1.95M +$249K +3,743 +16%
Comerica Bank
90
Comerica Bank
Texas
$1.93M -$6.59K -99 -0.4%
AT
91
Arden Trust
Delaware
$1.88M
WMWM
92
Whitaker-Myers Wealth Managers
Ohio
$1.88M -$25.4K -382 -1%
MSA
93
Marino Stram & Associates
Massachusetts
$1.83M +$54.9K +825 +3%
AWA
94
Arete Wealth Advisors
Illinois
$1.79M +$41.3K +620 +3%
HAIM
95
Hunter Associates Investment Management
Pennsylvania
$1.76M +$69.1K +1,037 +4%
PPWM
96
Perissos Private Wealth Management
Oklahoma
$1.71M +$1.62M +24,254 New
MFG
97
Merit Financial Group
Georgia
$1.66M -$111K -1,670 -6%
BAM
98
Belpointe Asset Management
Nevada
$1.62M +$1.13M +16,994 +284%
ES
99
Eagle Strategies
New York
$1.57M -$5.13M -76,984 -78%
HIS
100
Horizon Investment Services
Indiana
$1.55M +$133K +2,000 +10%