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iShares Morningstar Mid-Cap Growth ETF

182 hedge funds and large institutions have $558M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $541M → $558M (+$17.1M)

0.21% more ownership

Funds ownership: 44.18%44.39% (+0.21%)

1% less funds holding

Funds holding: 184182 (-2)

Holders
182
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMM
101
American Money Management
California
$517K +$530K +7,500 New
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$505K +$90.2K +1,277 +21%
FWP
103
Falcon Wealth Planning
California
$501K -$71 -1 -0%
SG
104
StoneX Group
New York
$501K +$7.7K +109 +2%
IA
105
Insight Advisors
Pennsylvania
$481K
PSF
106
Pacific Sun Financial
California
$458K +$469K +6,642 New
Fidelity Investments
107
Fidelity Investments
Massachusetts
$422K +$6.43K +91 +2%
IFG
108
Independent Financial Group
California
$373K -$174K -2,466 -31%
CAG
109
Csenge Advisory Group
Florida
$362K -$127K -1,795 -26%
MAFM
110
Mid Atlantic Financial Management
Pennsylvania
$352K -$7.63K -108 -2%
Truist Financial
111
Truist Financial
North Carolina
$352K +$45.8K +648 +15%
EIP
112
Ellis Investment Partners
Pennsylvania
$346K +$424 +6 +0.1%
OWA
113
Outlook Wealth Advisors
Texas
$340K -$15.4K -218 -4%
HFA
114
High Falls Advisors
New York
$331K
MFW
115
Meristem Family Wealth
Minnesota
$331K
PA
116
Pinnacle Associates
New York
$331K
TWM
117
Titus Wealth Management
California
$331K
BAMG
118
Brand Asset Management Group
Missouri
$303K -$2.54K -36 -0.8%
AMG
119
Asset Management Group
Connecticut
$302K
Brown Advisory
120
Brown Advisory
Maryland
$292K
ACM
121
AlphaStar Capital Management
North Carolina
$284K +$272K +3,856 New
MCM
122
MAI Capital Management
Ohio
$283K
RM
123
Resource Management
Louisiana
$279K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$278K -$36.9K -522 -11%
IA
125
IFG Advisory
Georgia
$274K