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iShares Morningstar Mid-Cap Growth ETF

190 hedge funds and large institutions have $803M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

18% less capital invested

Capital invested by funds: $977M → $803M (-$174M)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$65.7M
2 -$29.3M
3 -$28.3M
4
Goldman Sachs
Goldman Sachs
New York
-$12.4M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$186K
152
$172K
153
$151K
154
$149K
155
$128K
156
$122K
157
$79.8K
158
$76K
159
$68.1K
160
$61K
161
$56K
162
$55K
163
$54K
164
$49K
165
$47K
166
$47K
167
$44K
168
$39K
169
$38K
170
$36K
171
$30K
172
$25K
173
$25K
174
$24K
175
$21.6K