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iShares Morningstar Mid-Cap Growth ETF

184 hedge funds and large institutions have $541M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 192184 (-8)

18% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 72

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

33% less capital invested

Capital invested by funds: $804M → $541M (-$263M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

323.27% less ownership

Funds ownership: 367.45%44.18% (-323%)

Holders
184
Holders Change
-8
Holders Change %
-4.17%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
59
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
126
Truist Financial
North Carolina
$307K
BAMG
127
Brand Asset Management Group
Missouri
$305K
AMG
128
Asset Management Group
Connecticut
$302K +$198 +3 +0.1%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$294K +$281K +4,266 New
Brown Advisory
130
Brown Advisory
Maryland
$292K
MCM
131
MAI Capital Management
Ohio
$283K
SWM
132
SeaCrest Wealth Management
New York
$282K +$34.1K +517 +14%
RM
133
Resource Management
Louisiana
$279K -$149K -2,262 -36%
IA
134
IFG Advisory
Georgia
$274K
FA
135
FDx Advisors
Illinois
$263K +$792 +12 +0.3%
BAM
136
Belpointe Asset Management
Nevada
$247K +$8.44K +128 +4%
PMG
137
ProVise Management Group
Florida
$244K +$8.9K +135 +4%
LFF
138
Level Four Financial
Texas
$240K
DAM
139
Delta Asset Management
Tennessee
$231K
AFG
140
Allegheny Financial Group
Pennsylvania
$227K +$218K +3,298 New
HWAM
141
Hennion & Walsh Asset Management
New Jersey
$223K -$1.71M -25,920 -89%
Bank of New York Mellon
142
Bank of New York Mellon
New York
$223K
HI
143
Harbour Investments
Wisconsin
$216K -$3.3K -50 -2%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$206K
FHA
145
First Horizon Advisors
Tennessee
$204K
FP
146
Financial Perspectives
Minnesota
$171K -$61.8M -936,840 -100%
EBA
147
Eagle Bay Advisors
New York
$166K +$158K +2,400 New
SJIM
148
St. Johns Investment Management
Florida
$165K
GWM
149
Geneos Wealth Management
Colorado
$156K -$742K -11,254 -83%
TAIM
150
TD Ameritrade Investment Management
Nebraska
$126K -$5.67K -86 -5%