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iShares Morningstar Mid-Cap Growth ETF

192 hedge funds and large institutions have $804M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

4% more funds holding

Funds holding: 185192 (+7)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15.97% less ownership

Funds ownership: 383.41%367.45% (-16%)

18% less capital invested

Capital invested by funds: $978M → $804M (-$174M)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

Holders
192
Holders Change
+7
Holders Change %
+3.78%
% of All Funds
3.37%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
24
Increased
54
Reduced
66
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Pinnacle Associates
New York
$303K -$5.83K -90 -2%
HFA
127
High Falls Advisors
New York
$303K
MFW
128
Meristem Family Wealth
Minnesota
$303K
Truist Financial
129
Truist Financial
North Carolina
$281K -$270K -4,164 -48%
BAMG
130
Brand Asset Management Group
Missouri
$279K
AMG
131
Asset Management Group
Connecticut
$276K
Brown Advisory
132
Brown Advisory
Maryland
$267K
MCM
133
MAI Capital Management
Ohio
$259K
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$251K -$54K -834 -17%
IA
135
IFG Advisory
Georgia
$250K
Prudential Financial
136
Prudential Financial
New Jersey
$241K -$306K -4,728 -55%
FA
137
FDx Advisors
Illinois
$240K +$246K +3,804 New
ICP
138
Interchange Capital Partners
Pennsylvania
$239K -$123K -1,902 -50%
KWM
139
Kingsview Wealth Management
Oregon
$233K +$236K +3,642 New
NFG
140
Next Financial Group
Texas
$229K -$777 -12 -0.3%
CAL
141
Capital Advisors Ltd
Ohio
$226K +$1.99M +30,708 +3,389%
CAN
142
Cetera Advisor Networks
California
$225K +$9.71K +150 +4%
SWM
143
SeaCrest Wealth Management
New York
$225K +$231K +3,570 New
LFF
144
Level Four Financial
Texas
$220K -$10.9K -168 -5%
BAM
145
Belpointe Asset Management
Nevada
$218K -$47K -726 -17%
OMC
146
Old Mission Capital
Illinois
$216K +$222K +3,426 New
PMG
147
ProVise Management Group
Florida
$214K -$777 -12 -0.4%
DAM
148
Delta Asset Management
Tennessee
$212K
Bank of New York Mellon
149
Bank of New York Mellon
New York
$204K
Jane Street
150
Jane Street
New York
$204K +$209K +3,234 New