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iShares Morningstar Mid-Cap Growth ETF

184 hedge funds and large institutions have $541M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 192184 (-8)

18% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 72

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

33% less capital invested

Capital invested by funds: $804M → $541M (-$263M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

323.27% less ownership

Funds ownership: 367.45%44.18% (-323%)

Holders
184
Holders Change
-8
Holders Change %
-4.17%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
59
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Hudock Inc
Pennsylvania
$123K -$16.4K -248 -12%
NFG
152
Next Financial Group
Texas
$116K -$129K -1,954 -54%
ASN
153
Advisory Services Network
Georgia
$115K +$110K +1,674 New
JP Morgan Chase
154
JP Morgan Chase
New York
$83K
GEA
155
Glen Eagle Advisors
New Jersey
$74.4K
MFT
156
Moisand Fitzgerald Tamayo
Florida
$74K +$19.8K +300 +39%
MHR
157
Matthew Hamilton Rosenberg
$67K
CAL
158
Capital Advisors Ltd
Ohio
$62K -$2.03M -30,708 -97%
William Blair & Company
159
William Blair & Company
Illinois
$61K
MFA
160
McClarren Financial Advisors
Pennsylvania
$59K -$132 -2 -0.2%
TCM
161
TD Capital Management
Tennessee
$48K +$66 +1 +0.1%
SFPG
162
Stonebridge Financial Planning Group
Florida
$41K
IF
163
Ironwood Financial
Arizona
$39K
FCB
164
First Command Bank
Texas
$38K -$13.2K -200 -27%
FCFS
165
First Command Financial Services
Texas
$38K -$13.2K -200 -27%
JCM
166
Jacobi Capital Management
Pennsylvania
$33K
RPCA
167
Running Point Capital Advisors
California
$28K +$26.4K +400 New
CFGS
168
Concourse Financial Group Securities
Alabama
$27K
SWM
169
Selective Wealth Management
Virginia
$21K +$19.8K +300 New
WT
170
Whittier Trust
California
$17K
FDCDDQ
171
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5K
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$8.64K +131 +218%
GWSG
173
GPS Wealth Strategies Group
Colorado
$11K -$15.8K -240 -60%
CMA
174
Cedar Mountain Advisors
Oregon
$11K
BA
175
Ballast Advisors
Minnesota
$8K