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iShares Morningstar Mid-Cap Growth ETF

293 hedge funds and large institutions have $1.08B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 125 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
22
Increased
125
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
126
HRC Wealth Management
Idaho
$879K -$16.7K -246 -2%
PSF
127
Pacific Sun Financial
California
$847K
AWS
128
Atria Wealth Solutions
New York
$847K -$3.49M -51,507 -80%
CIA
129
Cape Investment Advisory
Georgia
$835K -$6.71K -99 -0.8%
DI
130
DDFG Inc
California
$826K +$47.2K +696 +6%
FHA
131
First Horizon Advisors
Tennessee
$815K -$21.3K -315 -3%
FSC
132
Full Sail Capital
Oklahoma
$780K
BAM
133
Belpointe Asset Management
Nevada
$765K -$792K -11,687 -51%
CAL
134
Capital Analysts LLC
Pennsylvania
$757K +$813 +12 +0.1%
WMWM
135
Whitaker-Myers Wealth Managers
Ohio
$751K -$1.05M -15,542 -58%
HIA
136
Harbor Investment Advisory
Maryland
$741K
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$730K +$75.4K +1,112 +12%
TPCW
138
TD Private Client Wealth
New York
$707K -$5.42K -80 -0.8%
RJT
139
Raymond James Trust
Florida
$697K +$131K +1,927 +23%
RW
140
Rockport Wealth
Ohio
$695K -$16.1K -238 -2%
HAG
141
HF Advisory Group
Maryland
$668K +$79.2K +1,169 +13%
RI
142
Ridgewood Investments
New Jersey
$655K +$77.7K +1,147 +13%
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$650K -$116K -1,710 -15%
OMC
144
Old Mission Capital
Illinois
$641K +$641K +9,463 New
IWM
145
IHT Wealth Management
Illinois
$637K +$61.9K +913 +11%
WH
146
Willner & Heller
California
$636K +$19.2K +284 +3%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$632K +$133K +1,961 +27%
JWCA
148
J.W. Cole Advisors
Florida
$628K -$24.9K -367 -4%
MWP
149
Madison Wealth Partners
Wisconsin
$624K +$4.4K +65 +0.7%
FA
150
Fermata Advisors
California
$590K -$1.66M -24,449 -74%