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iShares Morningstar Mid-Cap Growth ETF

244 hedge funds and large institutions have $789M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 61

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more capital invested

Capital invested by funds: $689M → $789M (+$99.6M)

3% more funds holding

Funds holding: 237244 (+7)

0.58% less ownership

Funds ownership: 50.68%50.1% (-0.58%)

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
151
Silver Oak Securities
Tennessee
$349K +$329K +5,735 New
Fidelity Investments
152
Fidelity Investments
Massachusetts
$347K +$50.4K +879 +18%
GWM
153
Geneos Wealth Management
Colorado
$346K +$4.47K +78 +1%
ML
154
McAdam LLC
Pennsylvania
$339K -$5.68K -99 -2%
RIA
155
Regal Investment Advisors
Michigan
$329K +$35.6K +621 +13%
SI
156
Stephens Inc
Arkansas
$327K +$21K +367 +7%
LA
157
LexAurum Advisors
Kansas
$322K +$5.85K +102 +2%
KA
158
Kovack Advisors
Florida
$320K +$4.99K +87 +2%
Renaissance Technologies
159
Renaissance Technologies
New York
$317K +$298K +5,200 New
BFEC
160
Benjamin F. Edwards & Company
Missouri
$316K +$3.27K +57 +1%
KCFA
161
Key Client Fiduciary Advisors
New Jersey
$313K -$631 -11 -0.2%
TCA
162
Transcend Capital Advisors
New Jersey
$312K +$29.4K +512 +11%
AFG
163
Atomi Financial Group
New York
$310K +$26.6K +464 +10%
KWM
164
Kaydan Wealth Management
Michigan
$302K
William Blair & Company
165
William Blair & Company
Illinois
$297K -$30.8K -537 -10%
SWM
166
SeaCrest Wealth Management
New York
$295K -$5.45K -95 -2%
PFPT
167
Pinnacle Financial Partners (Tennessee)
Tennessee
$283K
LNC
168
Lincoln National Corp
Pennsylvania
$281K -$594K -10,356 -69%
HNWAG
169
High Net Worth Advisory Group
Florida
$274K +$57.4K +1,000 +29%
AMG
170
Asset Management Group
Connecticut
$272K +$401 +7 +0.2%
JAG
171
Journey Advisory Group
Kentucky
$267K
RIA
172
Richwood Investment Advisors
Ohio
$267K
WPW
173
Watershed Private Wealth
Illinois
$265K +$249K +4,347 New
KFS
174
Kaizen Financial Strategies
California
$263K +$243K +4,233 New
HI
175
Harbour Investments
Wisconsin
$260K +$84.8K +1,479 +53%