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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
HighTower Advisors
76
HighTower Advisors
Illinois
$2.46M -$305K -4,397 -12%
NA
77
NewEdge Advisors
Louisiana
$2.42M -$587K -8,467 -20%
BDF
78
Black Diamond Financial
Maryland
$2.41M +$94.1K +1,356 +4%
LI
79
LRI Investments
Florida
$2.3M
SC
80
Savant Capital
Illinois
$2.07M +$1.97M +28,410 New
CS
81
Capital Square
Tennessee
$2.06M -$141K -2,039 -7%
AA
82
Aire Advisors
California
$2.03M -$6.24K -90 -0.3%
GIA
83
GHP Investment Advisors
Colorado
$2.01M -$347 -5 -0%
Jane Street
84
Jane Street
New York
$2M +$1.9M +27,346 New
CMP
85
Courage Miller Partners
Virginia
$1.98M -$49.1K -708 -3%
PS
86
Principal Securities
Iowa
$1.96M +$202K +2,907 +12%
MSA
87
Marino Stram & Associates
Massachusetts
$1.96M +$38.2K +551 +2%
Comerica Bank
88
Comerica Bank
Texas
$1.94M -$486 -7 -0%
William Blair & Company
89
William Blair & Company
Illinois
$1.88M +$176K +2,536 +11%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$1.84M -$156K -2,247 -8%
KAS
91
Kestra Advisory Services
Texas
$1.83M -$399K -5,756 -19%
AWA
92
Arete Wealth Advisors
Illinois
$1.78M -$30.5K -440 -2%
HAIM
93
Hunter Associates Investment Management
Pennsylvania
$1.78M +$64.5K +930 +4%
Corient Private Wealth
94
Corient Private Wealth
Florida
$1.77M -$1.95M -28,080 -54%
PAS
95
Park Avenue Securities
New York
$1.75M -$660K -9,518 -28%
AFG
96
Allegheny Financial Group
Pennsylvania
$1.68M +$209K +3,010 +15%
PFS
97
Prospect Financial Services
New York
$1.67M +$42.1K +607 +3%
Goldman Sachs
98
Goldman Sachs
New York
$1.63M -$593K -8,542 -28%
HIS
99
Horizon Investment Services
Indiana
$1.62M +$763 +11 +0%
HH
100
Hilltop Holdings
Texas
$1.61M +$86.4K +1,246 +6%