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iShares Morningstar Mid-Cap Growth ETF

244 hedge funds and large institutions have $789M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 61

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more capital invested

Capital invested by funds: $689M → $789M (+$99.6M)

3% more funds holding

Funds holding: 237244 (+7)

0.58% less ownership

Funds ownership: 50.68%50.1% (-0.58%)

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
101
Hilltop Holdings
Texas
$979K +$158K +2,749 +21%
NCM
102
Neumann Capital Management
California
$955K
IA
103
IFP Advisors
Florida
$941K +$44.9K +782 +5%
IC
104
IEQ Capital
California
$876K
Citigroup
105
Citigroup
New York
$861K -$17.4K -303 -2%
WWP
106
WR Wealth Planners
Missouri
$857K +$10.3K +180 +1%
CAL
107
Capital Analysts LLC
Pennsylvania
$792K +$13.1K +229 +2%
CIA
108
Cape Investment Advisory
Georgia
$775K -$5.74K -100 -0.8%
AF
109
Advisornet Financial
Minnesota
$774K +$33.6K +585 +5%
Stifel Financial
110
Stifel Financial
Missouri
$768K +$41.7K +727 +6%
PSF
111
Pacific Sun Financial
California
$746K +$743K +12,958 New
CAM
112
Cresset Asset Management
Illinois
$721K +$119K +2,070 +21%
CAAS
113
Capital Asset Advisory Services
Michigan
$716K +$38.1K +665 +6%
TC
114
TownSquare Capital
Utah
$706K +$327K +5,693 +97%
FSC
115
Full Sail Capital
Oklahoma
$702K
MFG
116
Merit Financial Group
Georgia
$701K -$81.7K -1,424 -11%
HIA
117
Harbor Investment Advisory
Maryland
$670K +$6.88K +120 +1%
RJT
118
Raymond James Trust
Florida
$658K
RA
119
RFG Advisory
Alabama
$655K -$4.82K -84 -0.8%
AFP
120
Ausdal Financial Partners
Iowa
$613K +$746 +13 +0.1%
WWM
121
Windsor Wealth Management
Indiana
$602K
PFO
122
Pathstone Family Office
New Jersey
$585K
FTS
123
Fifth Third Securities
Ohio
$552K -$155K -2,708 -23%
CIC
124
Carnegie Investment Counsel
Ohio
$550K +$154K +2,684 +42%
AF
125
AtlasMark Financial
Texas
$548K