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iShares Morningstar Mid-Cap Growth ETF

182 hedge funds and large institutions have $558M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $541M → $558M (+$17.1M)

0.21% more ownership

Funds ownership: 44.18%44.39% (+0.21%)

1% less funds holding

Funds holding: 184182 (-2)

Holders
182
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
126
FDx Advisors
Illinois
$262K -$777 -11 -0.3%
BCM
127
Brookstone Capital Management
Illinois
$260K -$800K -11,324 -75%
AFG
128
Allegheny Financial Group
Pennsylvania
$256K +$29.6K +419 +13%
LFF
129
Level Four Financial
Texas
$239K -$989 -14 -0.4%
CIBC World Market
130
CIBC World Market
Ontario, Canada
$236K -$59.7K -846 -20%
BAM
131
Belpointe Asset Management
Nevada
$233K -$14.6K -207 -6%
DAM
132
Delta Asset Management
Tennessee
$231K
Bank of New York Mellon
133
Bank of New York Mellon
New York
$223K +$71 +1 +0%
HI
134
Harbour Investments
Wisconsin
$216K
TRCT
135
Tower Research Capital (TRC)
New York
$215K -$384K -5,443 -64%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$206K
NA
137
NewEdge Advisors
Louisiana
$204K -$606K -8,581 -74%
FHA
138
First Horizon Advisors
Tennessee
$204K
HA
139
Herold Advisors
New York
$194K +$199K +2,820 New
FP
140
Financial Perspectives
Minnesota
$171K
EBA
141
Eagle Bay Advisors
New York
$165K
SJIM
142
St. Johns Investment Management
Florida
$165K
GWM
143
Geneos Wealth Management
Colorado
$156K +$71 +1 +0%
HI
144
Hudock Inc
Pennsylvania
$123K +$141 +2 +0.1%
TAIM
145
TD Ameritrade Investment Management
Nebraska
$117K -$103K -1,456 -80%
AF
146
Advisornet Financial
Minnesota
$115K +$118K +1,672 New
SWM
147
Selective Wealth Management
Virginia
$103K +$84.7K +1,200 +400%
JP Morgan Chase
148
JP Morgan Chase
New York
$83K
GEA
149
Glen Eagle Advisors
New Jersey
$74.4K
MFT
150
Moisand Fitzgerald Tamayo
Florida
$74K