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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
CA
101
Cetera Advisors
Colorado
$604K +$16.3K +252 +3%
SPIA
102
Steward Partners Investment Advisory
New York
$601K +$577K +8,916 +1,443%
IFG
103
Independent Financial Group
California
$601K
IWM
104
IHT Wealth Management
Illinois
$590K -$50.5K -780 -8%
AF
105
AtlasMark Financial
Texas
$567K
GRP
106
Global Retirement Partners
California
$556K +$215K +3,318 +60%
FLI
107
Family Legacy Inc
South Carolina
$556K +$571K +8,814 New
HighTower Advisors
108
HighTower Advisors
Illinois
$543K -$40K -618 -7%
TPCW
109
TD Private Client Wealth
New York
$543K +$72.7K +1,122 +15%
NL
110
NWAM LLC
Washington
$527K +$4.66K +72 +0.9%
TWM
111
Trinity Wealth Management
Pennsylvania
$501K +$515K +7,956 New
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$464K +$117K +1,812 +33%
FWP
113
Falcon Wealth Planning
California
$458K -$12K -186 -2%
CAG
114
Csenge Advisory Group
Florida
$456K +$453K +6,990 New
CAM
115
Cresset Asset Management
Illinois
$421K
Fidelity Investments
116
Fidelity Investments
Massachusetts
$420K -$12.8K -198 -3%
FP
117
Financial Perspectives
Minnesota
$414K +$60.8M +939,324 New
RM
118
Resource Management
Louisiana
$398K
WP
119
WealthSource Partners
California
$396K +$407K +6,282 New
CAC
120
Certified Advisory Corp
Florida
$390K +$401K +6,186 New
GVAG
121
Great Valley Advisor Group
Delaware
$358K +$368K +5,682 New
IA
122
IFP Advisors
Florida
$335K -$225K -3,468 -40%
MAFM
123
Mid Atlantic Financial Management
Pennsylvania
$329K
EIP
124
Ellis Investment Partners
Pennsylvania
$316K +$389 +6 +0.1%
TWM
125
Titus Wealth Management
California
$303K -$38.9K -600 -11%