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iShares Morningstar Mid-Cap Growth ETF

251 hedge funds and large institutions have $799M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 53

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

3% more funds holding

Funds holding: 244251 (+7)

2.55% more ownership

Funds ownership: 50.1%52.65% (+2.5%)

1% more capital invested

Capital invested by funds: $789M → $799M (+$9.58M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
26
Increased
104
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
101
Focus Financial Network
Minnesota
$1.01M +$29.3K +485 +3%
IA
102
IFP Advisors
Florida
$958K +$80.2K +1,329 +9%
DI
103
DFPG Investments
Utah
$935K -$1.24M -20,479 -55%
Citigroup
104
Citigroup
New York
$932K +$131K +2,179 +15%
HH
105
Hilltop Holdings
Texas
$924K +$6.7K +111 +0.7%
DI
106
DDFG Inc
California
$921K -$202K -3,351 -17%
NCM
107
Neumann Capital Management
California
$896K
IP
108
Ignite Planners
California
$856K +$919K +15,226 New
IC
109
IEQ Capital
California
$821K
Stifel Financial
110
Stifel Financial
Missouri
$790K +$74.6K +1,237 +10%
PSF
111
Pacific Sun Financial
California
$736K -$4.22K -70 -0.5%
AFG
112
Allegheny Financial Group
Pennsylvania
$720K +$355K +5,883 +88%
MCWS
113
McKinley Carter Wealth Services
West Virginia
$717K -$277K -4,594 -27%
CIA
114
Cape Investment Advisory
Georgia
$710K -$17.6K -291 -2%
CAAS
115
Capital Asset Advisory Services
Michigan
$706K +$37.2K +617 +5%
AWM
116
Axxcess Wealth Management
California
$681K +$720K +11,927 New
CAM
117
Cresset Asset Management
Illinois
$677K
CIC
118
Carnegie Investment Counsel
Ohio
$674K +$167K +2,765 +31%
MFG
119
Merit Financial Group
Georgia
$664K +$7.72K +128 +1%
FSC
120
Full Sail Capital
Oklahoma
$658K
PFO
121
Pathstone Family Office
New Jersey
$646K +$103K +1,710 +18%
HIA
122
Harbor Investment Advisory
Maryland
$624K -$3.62K -60 -0.5%
RJT
123
Raymond James Trust
Florida
$616K -$784 -13 -0.1%
KWM
124
Kingsview Wealth Management
Oregon
$582K +$177K +2,942 +41%
AFP
125
Ausdal Financial Partners
Iowa
$575K