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iShares Morningstar Mid-Cap Growth ETF

316 hedge funds and large institutions have $1.19B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 85

9% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$101M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 294316 (+22)

0.43% less ownership

Funds ownership: 55.71%55.29% (-0.43%)

Holders
316
Holders Change
+22
Holders Change %
+7.48%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
36
Increased
118
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
151
Independent Financial Group
California
$731K -$12.7K -183 -2%
BWP
152
Baldwin Wealth Partners
Massachusetts
$715K +$680K +9,799 New
RI
153
Ridgewood Investments
New Jersey
$709K +$3.12K +45 +0.5%
WH
154
Willner & Heller
California
$699K +$13K +187 +2%
MWP
155
Madison Wealth Partners
Wisconsin
$672K
RJT
156
Raymond James Trust
Florida
$672K -$75.1K -1,083 -11%
IWM
157
IHT Wealth Management
Illinois
$667K -$18.6K -268 -3%
JWCA
158
J.W. Cole Advisors
Florida
$666K -$8.95K -129 -1%
GS
159
GTS Securities
New York
$661K +$629K +9,065 New
AF
160
AtlasMark Financial
Texas
$657K +$624K +9,000 New
LG
161
LaFleur & Godfrey
Michigan
$656K +$31.1K +448 +5%
WMWM
162
Whitaker-Myers Wealth Managers
Ohio
$650K -$150K -2,167 -20%
Renaissance Technologies
163
Renaissance Technologies
New York
$649K +$617K +8,900 New
BWA
164
Burt Wealth Advisors
Maryland
$612K
KAS
165
KPP Advisory Services
Kentucky
$610K +$93.4K +1,346 +19%
KPWS
166
Kestra Private Wealth Services
Texas
$608K -$139 -2 -0%
FA
167
Fermata Advisors
California
$601K -$32.3K -466 -5%
MA
168
Mutual Advisors
Nebraska
$598K -$25.3K -365 -4%
PA
169
Pinnacle Associates
New York
$590K +$135K +1,950 +27%
EAM
170
Everstar Asset Management
North Carolina
$588K +$559K +8,060 New
HI
171
Harbour Investments
Wisconsin
$587K +$45.2K +651 +9%
FWP
172
Falcon Wealth Planning
California
$584K -$69 -1 -0%
RW
173
Rockport Wealth
Ohio
$577K -$163K -2,346 -23%
FA
174
Flagstar Advisors
New York
$560K -$10.1K -146 -2%
MCWS
175
McKinley Carter Wealth Services
West Virginia
$540K -$59K -850 -10%