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iShares Morningstar Mid-Cap Growth ETF

184 hedge funds and large institutions have $541M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 192184 (-8)

18% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 72

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

33% less capital invested

Capital invested by funds: $804M → $541M (-$263M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

323.27% less ownership

Funds ownership: 367.45%44.18% (-323%)

Holders
184
Holders Change
-8
Holders Change %
-4.17%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
59
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
101
Independent Financial Group
California
$543K -$108K -1,644 -17%
Prudential Financial
102
Prudential Financial
New Jersey
$530K +$255K +3,871 +101%
Stifel Financial
103
Stifel Financial
Missouri
$516K -$518K -7,854 -51%
WAP
104
Wealthcare Advisory Partners
Pennsylvania
$508K
FWP
105
Falcon Wealth Planning
California
$501K +$132 +2 +0%
SG
106
StoneX Group
New York
$493K -$182K -2,757 -28%
CAG
107
Csenge Advisory Group
Florida
$485K +$660 +10 +0.1%
CAM
108
Cresset Asset Management
Illinois
$460K
IA
109
Insight Advisors
Pennsylvania
$449K -$5.68M -86,126 -93%
PCIA
110
Prime Capital Investment Advisors
Kansas
$442K +$423K +6,414 New
FTUS
111
Flow Traders U.S.
New York
$431K -$9.88M -149,810 -96%
IA
112
IFP Advisors
Florida
$429K +$62.4K +946 +18%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$416K -$41.2K -625 -9%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$416K +$396K +6,006 New
GVAG
115
Great Valley Advisor Group
Delaware
$412K +$19.9K +301 +5%
IIC
116
Integrated Investment Consultants
Michigan
$403K +$386K +5,849 New
MAFM
117
Mid Atlantic Financial Management
Pennsylvania
$359K +$132 +2 +0%
OWA
118
Outlook Wealth Advisors
Texas
$355K -$2.74M -41,530 -89%
EIP
119
Ellis Investment Partners
Pennsylvania
$345K +$132 +2 +0%
MFW
120
Meristem Family Wealth
Minnesota
$331K
PA
121
Pinnacle Associates
New York
$331K
TWM
122
Titus Wealth Management
California
$331K
HFA
123
High Falls Advisors
New York
$331K +$198 +3 +0.1%
RA
124
RiverTree Advisors
Florida
$320K -$3.82M -57,966 -93%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$314K +$38K +576 +14%