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iShares Morningstar Mid-Cap Growth ETF

298 hedge funds and large institutions have $1.13B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
31
Increased
120
Reduced
88
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
151
Mutual Advisors
Nebraska
$611K +$5.09K +72 +0.8%
JJBC
152
James J. Burns & Company
New York
$605K -$415K -5,969 -41%
RI
153
Ridgewood Investments
New Jersey
$602K +$53.8K +761 +10%
IWM
154
IHT Wealth Management
Illinois
$600K +$53K +750 +10%
FA
155
Flagstar Advisors
New York
$593K -$131K -1,860 -18%
BWA
156
Burt Wealth Advisors
Maryland
$593K
RJT
157
Raymond James Trust
Florida
$591K -$162K -2,299 -22%
MCWS
158
McKinley Carter Wealth Services
West Virginia
$587K -$76.1K -1,077 -11%
FWP
159
Falcon Wealth Planning
California
$567K
MCM
160
MAI Capital Management
Ohio
$566K -$28.7K -406 -5%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$520K +$217K +3,070 +72%
PA
162
Pinnacle Associates
New York
$509K -$138K -1,950 -21%
MCM
163
MidAtlantic Capital Management
Virginia
$506K
WIM
164
Westside Investment Management
California
$495K +$272K +3,864 +122%
SOS
165
Silver Oak Securities
Tennessee
$492K -$240K -3,393 -33%
SAW
166
Signal Advisors Wealth
Michigan
$476K +$98.7K +1,396 +26%
MWM
167
Maripau Wealth Management
Indiana
$475K +$165K +2,340 +53%
ML
168
McAdam LLC
Pennsylvania
$473K -$4.03K -57 -0.8%
AFS
169
AFG Fiduciary Services
Massachusetts
$472K
P
170
&Partners
Tennessee
$470K +$470K +6,644 New
KAS
171
KPP Advisory Services
Kentucky
$469K +$469K +6,633 New
AMM
172
American Money Management
California
$459K
BWA
173
BlueChip Wealth Advisors
Georgia
$454K +$17.7K +250 +4%
HI
174
Harbour Investments
Wisconsin
$449K +$53.2K +752 +13%
LWM
175
LongView Wealth Management
Georgia
$446K -$2.19K -31 -0.5%