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iShares Morningstar Mid-Cap Growth ETF

190 hedge funds and large institutions have $803M 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

18% less capital invested

Capital invested by funds: $977M → $803M (-$174M)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$65.7M
2 -$29.3M
3 -$28.3M
4
Goldman Sachs
Goldman Sachs
New York
-$12.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$604K
102
$601K
103
$590K
104
$556K
105
$556K
106
$543K
107
$543K
108
$527K
109
$501K
110
$464K
111
$458K
112
$456K
113
$421K
114
$420K
115
$414K
116
$398K
117
$396K
118
$390K
119
$358K
120
$335K
121
$329K
122
$316K
123
$303K
124
$303K
125
$303K