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iShares Morningstar Mid-Cap Growth ETF

182 hedge funds and large institutions have $558M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $541M → $558M (+$17.1M)

0.21% more ownership

Funds ownership: 44.18%44.39% (+0.21%)

1% less funds holding

Funds holding: 184182 (-2)

Holders
182
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
151
Matthew Hamilton Rosenberg
$67K
CAL
152
Capital Advisors Ltd
Ohio
$62K
William Blair & Company
153
William Blair & Company
Illinois
$61K
MFA
154
McClarren Financial Advisors
Pennsylvania
$59K +$71 +1 +0.1%
TCM
155
TD Capital Management
Tennessee
$48K +$71 +1 +0.1%
SFPG
156
Stonebridge Financial Planning Group
Florida
$44K
ACA
157
Aptus Capital Advisors
Alabama
$41K -$1.21M -17,166 -97%
IF
158
Ironwood Financial
Arizona
$39K
FCB
159
First Command Bank
Texas
$38K
FCFS
160
First Command Financial Services
Texas
$38K
RPCA
161
Running Point Capital Advisors
California
$34K +$7.06K +100 +25%
JCM
162
Jacobi Capital Management
Pennsylvania
$33K
CFGS
163
Concourse Financial Group Securities
Alabama
$27K
AIC
164
Archer Investment Corporation
Indiana
$23.6K +$24.2K +342 New
WT
165
Whittier Trust
California
$17K
CIAS
166
Capital Investment Advisory Services
North Carolina
$16K +$16.5K +234 New
PA
167
PSI Advisors
Florida
$16K +$16.9K +239 New
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5K
NFG
169
Next Financial Group
Texas
$13K -$105K -1,488 -88%
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$13K
CMA
171
Cedar Mountain Advisors
Oregon
$11K
GWSG
172
GPS Wealth Strategies Group
Colorado
$11K
GWMIA
173
Global Wealth Management Investment Advisory
Florida
$11K +$10.9K +154 New
BA
174
Ballast Advisors
Minnesota
$8K
KFI
175
Key Financial Inc
Pennsylvania
$7K