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iShares Morningstar Mid-Cap Growth ETF

316 hedge funds and large institutions have $1.19B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 85

9% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$101M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 294316 (+22)

0.43% less ownership

Funds ownership: 55.71%55.29% (-0.43%)

Holders
316
Holders Change
+22
Holders Change %
+7.48%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
36
Increased
118
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$1.56M +$351K +5,055 +31%
AAS
102
Asset Allocation Strategies
Michigan
$1.51M -$564K -8,127 -28%
NA
103
Nottingham Advisors
New York
$1.51M +$1.43M +20,651 New
IWC
104
Integrated Wealth Concepts
Massachusetts
$1.51M +$48.9K +705 +4%
PIAS
105
PCA Investment Advisory Services
Ohio
$1.49M +$98K +1,413 +7%
AF
106
Advisornet Financial
Minnesota
$1.47M +$62.6K +902 +5%
FFL
107
Financial Freedom LLC
Ohio
$1.45M -$1.59K -23 -0.1%
DWM
108
Diversify Wealth Management
Utah
$1.44M +$1.36M +19,558 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$1.43M
Citigroup
110
Citigroup
New York
$1.43M +$77.4K +1,116 +6%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$1.39M +$1.32M +19,099 New
PPWM
112
Perissos Private Wealth Management
Oklahoma
$1.38M -$85.6K -1,234 -6%
BWA
113
Beam Wealth Advisors
Louisiana
$1.31M +$293K +4,227 +31%
Betterment LLC
114
Betterment LLC
New York
$1.29M +$112K +1,613 +10%
FFN
115
Focus Financial Network
Minnesota
$1.24M +$63.7K +918 +6%
AWM
116
Accel Wealth Management
Iowa
$1.23M +$146K +2,105 +14%
JSA
117
Jim Saulnier & Associates
Colorado
$1.23M +$1.17M +16,847 New
AFP
118
Ausdal Financial Partners
Iowa
$1.21M -$116K -1,669 -9%
MCC
119
Money Concepts Capital
Florida
$1.21M +$3.54K +51 +0.3%
KWA
120
Kingswood Wealth Advisors
California
$1.17M +$597K +8,612 +117%
CAAS
121
Capital Asset Advisory Services
Michigan
$1.16M +$66.9K +965 +6%
AWM
122
Axxcess Wealth Management
California
$1.15M +$63.7K +919 +6%
CAM
123
Cresset Asset Management
Illinois
$1.14M
NP
124
Nilsine Partners
Colorado
$1.11M +$1.05M +15,167 New
NCM
125
Neumann Capital Management
California
$1.1M