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iShares Morningstar Mid-Cap Growth ETF

192 hedge funds and large institutions have $804M 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

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

4% more funds holding

Funds holding: 185192 (+7)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15.97% less ownership

Funds ownership: 383.41%367.45% (-16%)

18% less capital invested

Capital invested by funds: $978M → $804M (-$174M)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

Holders
192
Holders Change
+7
Holders Change %
+3.78%
% of All Funds
3.37%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
24
Increased
54
Reduced
66
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$200K +$206K +3,180 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$188K -$66K -1,020 -25%
FHA
153
First Horizon Advisors
Tennessee
$186K
TRCT
154
Tower Research Capital (TRC)
New York
$172K -$612K -9,444 -78%
SJIM
155
St. Johns Investment Management
Florida
$151K -$25.3K -390 -14%
GWM
156
Geneos Wealth Management
Colorado
$149K +$709K +10,956 +430%
HI
157
Hudock Inc
Pennsylvania
$128K
TAIM
158
TD Ameritrade Investment Management
Nebraska
$122K
AIC
159
Ameritas Investment Company
Nebraska
$79.8K +$82K +1,266 New
JP Morgan Chase
160
JP Morgan Chase
New York
$76K
GEA
161
Glen Eagle Advisors
New Jersey
$68.1K
MHR
162
Matthew Hamilton Rosenberg
$61K
William Blair & Company
163
William Blair & Company
Illinois
$56K
MFA
164
McClarren Financial Advisors
Pennsylvania
$55K +$389 +6 +0.7%
ACA
165
Aptus Capital Advisors
Alabama
$54K -$994K -15,348 -95%
MFT
166
Moisand Fitzgerald Tamayo
Florida
$49K
FCB
167
First Command Bank
Texas
$47K
FCFS
168
First Command Financial Services
Texas
$47K
TCM
169
TD Capital Management
Tennessee
$44K +$45.1K +696 New
Barclays
170
Barclays
United Kingdom
$39K +$243K +3,750 New
SFPG
171
Stonebridge Financial Planning Group
Florida
$38K
IF
172
Ironwood Financial
Arizona
$36K
JCM
173
Jacobi Capital Management
Pennsylvania
$30K
CFGS
174
Concourse Financial Group Securities
Alabama
$25K
GWSG
175
GPS Wealth Strategies Group
Colorado
$25K +$26K +402 New