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iShares Morningstar Mid-Cap Growth ETF

294 hedge funds and large institutions have $1.14B invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 17 closing their positions.

Holders
294
Holders Change
+45
Holders Change %
+18.07%
% of All Funds
4.31%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
103
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$1.26M 19,611 -90 -0.5%
PFS
102
Prospect Financial Services
New York
$1.26M 19,605 +19,605 New
IWC
103
Integrated Wealth Concepts
Massachusetts
$1.24M 19,169 -4 -0%
AF
104
Advisornet Financial
Minnesota
$1.22M 18,926 -471 -2%
FFN
105
Focus Financial Network
Minnesota
$1.21M 18,775 +1,170 +7%
PS
106
Principal Securities
Iowa
$1.19M 18,517 +18,517 New
Cetera Investment Advisers
107
Cetera Investment Advisers
Illinois
$1.15M 17,872 -2,374 -12%
WWP
108
WR Wealth Planners
Missouri
$1.14M 17,675 -31 -0.2%
Citigroup
109
Citigroup
New York
$1.12M 17,422 +1,114 +7%
MCC
110
Money Concepts Capital
Florida
$1.12M 17,414 -482 -3%
DI
111
DDFG Inc
California
$1.1M 17,075 +948 +6%
PIAS
112
PCA Investment Advisory Services
Ohio
$1.1M 17,072 -16,338 -49%
FHA
113
First Horizon Advisors
Tennessee
$1.1M 17,019 -1,802 -10%
AI
114
Atria Investments
North Carolina
$1.07M 16,667 +16,667 New
DI
115
DFPG Investments
Utah
$1.04M 16,620 -81 -0.5%
HWM
116
HRC Wealth Management
Idaho
$1.03M 15,997 +15,997 New
CFS
117
CGC Financial Services
Oregon
$1.02M 15,881 +7,703 +94%
NCM
118
Neumann Capital Management
California
$1.01M 15,676
HH
119
Hilltop Holdings
Texas
$983K 15,254 -927 -6%
KWM
120
Kingsview Wealth Management
Oregon
$969K 15,040 +4,848 +48%
JJBC
121
James J. Burns & Company
New York
$946K 14,671 -4,011 -21%
IC
122
IEQ Capital
California
$926K 14,370
AG
123
Ascent Group
Virginia
$916K 13,725 +13,725 New
AFG
124
Allegheny Financial Group
Pennsylvania
$876K 13,584 +985 +8%
Stifel Financial
125
Stifel Financial
Missouri
$837K 12,983 -847 -6%