We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

192 hedge funds and large institutions have $804M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

4% more funds holding

Funds holding: 185192 (+7)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

15.97% less ownership

Funds ownership: 383.41%367.45% (-16%)

18% less capital invested

Capital invested by funds: $978M → $804M (-$174M)

18% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 66

Holders
192
Holders Change
+7
Holders Change %
+3.78%
% of All Funds
3.37%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
24
Increased
54
Reduced
66
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBCG
176
Valley Brook Capital Group
Pennsylvania
$24K
AIC
177
Archer Investment Corporation
Indiana
$21.6K
WT
178
Whittier Trust
California
$15K
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2K
CMA
180
Cedar Mountain Advisors
Oregon
$10K
BA
181
Ballast Advisors
Minnesota
$8K
OIA
182
Optimum Investment Advisors
Illinois
$8K
PA
183
Parallel Advisors
California
$7K
KFI
184
Key Financial Inc
Pennsylvania
$6K
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$4K
S
186
SignatureFD
Georgia
$4K
HS
187
Horan Securities
United States
$4K +$3.88K +60 New
PP
188
PrairieView Partners
Minnesota
$3K
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$3K
LAS
190
Lloyd Advisory Services
Georgia
$1K -$2.49M -38,436 -100%
LS
191
Leelyn Smith
Illinois
$1K
WIM
192
Westside Investment Management
California
$189
DWA
193
Dorsey Wright & Associates
California
-$65.7M -1,030,614 Closed
SS
194
Simplicity Solutions
Minnesota
-$29.3M -459,816 Closed
Goldman Sachs
195
Goldman Sachs
New York
-$12.4M -194,094 Closed
SL
196
Systelligence LLC
Minnesota
-$2.39M -37,452 Closed
PWM
197
Provident Wealth Management
Tennessee
-$2.16M -33,894 Closed
FFN
198
Focus Financial Network
Minnesota
-$1.34M -21,072 Closed
FI
199
FormulaFolio Investments
Michigan
-$739K -11,592 Closed
ASN
200
Advisory Services Network
Georgia
-$520K -8,154 Closed