We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

244 hedge funds and large institutions have $789M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 61

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more capital invested

Capital invested by funds: $689M → $789M (+$99.6M)

3% more funds holding

Funds holding: 237244 (+7)

0.58% less ownership

Funds ownership: 50.68%50.1% (-0.58%)

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$543K +$14.6K +255 +3%
MWP
127
Madison Wealth Partners
Wisconsin
$534K +$41.6K +726 +9%
BWA
128
Burt Wealth Advisors
Maryland
$511K -$4.01K -70 -0.8%
CFS
129
CGC Financial Services
Oregon
$503K +$474K +8,260 New
MA
130
Mutual Advisors
Nebraska
$499K +$68.1K +1,187 +17%
IWM
131
IHT Wealth Management
Illinois
$489K
FWP
132
Falcon Wealth Planning
California
$489K
FA
133
Flagstar Advisors
New York
$480K -$311K -5,418 -41%
RI
134
Ridgewood Investments
New Jersey
$472K +$75.9K +1,323 +21%
AWM
135
Accel Wealth Management
Iowa
$471K -$43.3K -755 -9%
DWMG
136
DB Wealth Management Group
California
$466K -$1.26K -22 -0.3%
CA
137
Cetera Advisors
Colorado
$462K +$25.3K +441 +6%
HAG
138
HF Advisory Group
Maryland
$461K -$18.6K -324 -4%
TPCW
139
TD Private Client Wealth
New York
$448K +$27.3K +476 +7%
KWM
140
Kingsview Wealth Management
Oregon
$442K +$175K +3,059 +73%
TWC
141
TD Waterhouse Canada
Ontario, Canada
$426K -$184K -3,215 -32%
AFS
142
AFG Fiduciary Services
Massachusetts
$420K
PA
143
Pinnacle Associates
New York
$411K
AFG
144
Allegheny Financial Group
Pennsylvania
$409K -$336K -5,867 -47%
AMM
145
American Money Management
California
$396K
DIP
146
Davis Investment Partners
North Carolina
$393K
TC
147
TAP Consulting
Missouri
$378K -$9.81K -171 -3%
IFG
148
Independent Financial Group
California
$368K
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$368K
RW
150
Rede Wealth
Virginia
$354K