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iShares Morningstar Mid-Cap Growth ETF

251 hedge funds and large institutions have $799M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 53

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

3% more funds holding

Funds holding: 244251 (+7)

2.55% more ownership

Funds ownership: 50.1%52.65% (+2.5%)

1% more capital invested

Capital invested by funds: $789M → $799M (+$9.58M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
26
Increased
104
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
151
Key Client Fiduciary Advisors
New Jersey
$366K +$76.7K +1,271 +25%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$358K -$1.21K -20 -0.3%
WPW
153
Watershed Private Wealth
Illinois
$358K +$115K +1,914 +44%
RIA
154
Regal Investment Advisors
Michigan
$354K +$48.4K +802 +15%
DIP
155
Davis Investment Partners
North Carolina
$354K
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$341K +$360K +5,963 New
IFG
157
Independent Financial Group
California
$338K -$7.24K -120 -2%
TC
158
TAP Consulting
Missouri
$338K -$17.6K -292 -5%
AWM
159
AE Wealth Management
Kansas
$335K +$354K +5,869 New
GWM
160
Geneos Wealth Management
Colorado
$330K +$5.13K +85 +1%
ML
161
McAdam LLC
Pennsylvania
$319K +$1.15K +19 +0.3%
GIA
162
Gladstone Institutional Advisory
Florida
$309K +$327K +5,414 New
ASN
163
Advisory Services Network
Georgia
$308K +$325K +5,384 New
BFEC
164
Benjamin F. Edwards & Company
Missouri
$302K +$5.73K +95 +2%
HI
165
Harbour Investments
Wisconsin
$300K +$59.6K +988 +23%
LA
166
LexAurum Advisors
Kansas
$300K -$2.23K -37 -0.7%
TCA
167
Transcend Capital Advisors
New Jersey
$299K +$7.3K +121 +2%
SAS
168
SMI Advisory Services
Indiana
$296K +$315K +5,219 New
KWM
169
Kaydan Wealth Management
Michigan
$283K
LNC
170
Lincoln National Corp
Pennsylvania
$282K +$19.6K +325 +7%
William Blair & Company
171
William Blair & Company
Illinois
$279K
KA
172
Kovack Advisors
Florida
$275K -$26.5K -439 -8%
KAS
173
KPP Advisory Services
Kentucky
$274K +$290K +4,804 New
LWM
174
Liberty Wealth Management
California
$271K +$55.1K +914 +24%
SWM
175
SeaCrest Wealth Management
New York
$271K -$5.85K -97 -2%