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iShares Morningstar Mid-Cap Growth ETF

293 hedge funds and large institutions have $1.08B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 125 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
22
Increased
125
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
151
Mutual Advisors
Nebraska
$583K -$11.1K -162 -2%
LG
152
LaFleur & Godfrey
Michigan
$579K +$181K +2,677 +46%
BWA
153
Burt Wealth Advisors
Maryland
$568K
KPWS
154
Kestra Private Wealth Services
Texas
$565K +$332K +4,900 +142%
MCWS
155
McKinley Carter Wealth Services
West Virginia
$559K -$3.66K -54 -0.7%
MCM
156
MAI Capital Management
Ohio
$543K +$271 +4 +0%
FWP
157
Falcon Wealth Planning
California
$542K -$949 -14 -0.2%
FA
158
Flagstar Advisors
New York
$530K -$38.3K -565 -7%
SOS
159
Silver Oak Securities
Tennessee
$508K +$36.2K +535 +8%
RIA
160
Regal Investment Advisors
Michigan
$508K +$152K +2,239 +43%
HI
161
Harbour Investments
Wisconsin
$501K +$70.8K +1,045 +16%
KWA
162
Kingswood Wealth Advisors
California
$500K +$91.3K +1,347 +22%
WIM
163
Westside Investment Management
California
$496K +$20K +295 +4%
PA
164
Pinnacle Associates
New York
$488K
MCM
165
MidAtlantic Capital Management
Virginia
$485K
KAS
166
KPP Advisory Services
Kentucky
$475K +$25.8K +381 +6%
IA
167
IFG Advisory
Georgia
$469K +$469K +6,929 New
AFS
168
AFG Fiduciary Services
Massachusetts
$468K
ML
169
McAdam LLC
Pennsylvania
$458K +$4.34K +64 +1%
BWA
170
BlueChip Wealth Advisors
Georgia
$455K +$19.8K +292 +5%
LWM
171
LongView Wealth Management
Georgia
$448K +$20.7K +306 +5%
SWA
172
Stratos Wealth Advisors
Ohio
$438K -$214K -3,157 -33%
DIP
173
Davis Investment Partners
North Carolina
$437K
LA
174
LexAurum Advisors
Kansas
$414K +$26.1K +385 +7%
KCFA
175
Key Client Fiduciary Advisors
New Jersey
$413K +$678 +10 +0.2%