We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

316 hedge funds and large institutions have $1.19B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 85

9% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$101M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 294316 (+22)

0.43% less ownership

Funds ownership: 55.71%55.29% (-0.43%)

Holders
316
Holders Change
+22
Holders Change %
+7.48%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
36
Increased
118
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
126
Atria Investments
North Carolina
$1.08M -$108K -1,554 -10%
IC
127
IEQ Capital
California
$1.06M +$10.7K +154 +1%
CIC
128
Carnegie Investment Counsel
Ohio
$1.05M +$12.3K +178 +1%
WWP
129
WR Wealth Planners
Missouri
$1.03M +$21.1K +304 +2%
JJBC
130
James J. Burns & Company
New York
$996K -$2.77K -40 -0.3%
HWM
131
HRC Wealth Management
Idaho
$949K +$1.73K +25 +0.2%
DI
132
DDFG Inc
California
$932K +$40.4K +583 +5%
DAS
133
Diversify Advisory Services
Utah
$926K -$270K -3,889 -24%
AWS
134
Atria Wealth Solutions
New York
$924K +$11.4K +164 +1%
HAG
135
HF Advisory Group
Maryland
$922K +$193K +2,785 +28%
PSF
136
Pacific Sun Financial
California
$916K +$3.12K +45 +0.4%
VAMG
137
Voisard Asset Management Group
Michigan
$910K +$671K +9,674 +345%
CIA
138
Cape Investment Advisory
Georgia
$900K +$139 +2 +0%
FHA
139
First Horizon Advisors
Tennessee
$894K +$16.1K +232 +2%
SOS
140
Silver Oak Securities
Tennessee
$888K +$324K +4,675 +62%
CAL
141
Capital Analysts LLC
Pennsylvania
$864K +$46.4K +669 +6%
SA
142
Sanctuary Advisors
Indiana
$857K +$745K +10,733 New
FSC
143
Full Sail Capital
Oklahoma
$841K
Fidelity Investments
144
Fidelity Investments
Massachusetts
$828K +$140K +2,017 +22%
Stifel Financial
145
Stifel Financial
Missouri
$810K -$134K -1,931 -15%
HIA
146
Harbor Investment Advisory
Maryland
$798K
Pathstone Holdings
147
Pathstone Holdings
New Jersey
$797K +$91.6K +1,321 +14%
TPCW
148
TD Private Client Wealth
New York
$796K +$32.9K +475 +5%
BAM
149
Belpointe Asset Management
Nevada
$791K -$31.5K -454 -4%
AFG
150
Atomi Financial Group
New York
$754K +$304K +4,378 +73%