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iShares Morningstar Mid-Cap Growth ETF

184 hedge funds and large institutions have $541M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 192184 (-8)

18% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 72

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

33% less capital invested

Capital invested by funds: $804M → $541M (-$263M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

323.27% less ownership

Funds ownership: 367.45%44.18% (-323%)

Holders
184
Holders Change
-8
Holders Change %
-4.17%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
59
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
176
Optimum Investment Advisors
Illinois
$8K
KFI
177
Key Financial Inc
Pennsylvania
$7K
PA
178
Parallel Advisors
California
$7K
HS
179
Horan Securities
United States
$4K
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$4K
S
181
SignatureFD
Georgia
$4K
PP
182
PrairieView Partners
Minnesota
$3K
LFG
183
Larson Financial Group
Missouri
$3K +$2.51K +38 New
WIM
184
Westside Investment Management
California
$206
AI
185
AdvisorShares Investments
Maryland
-$81.3M -1,289,682 Closed
FAIM
186
Financial Advocates Investment Management
Washington
-$4.06M -64,446 Closed
DADC
187
D.A. Davidson & Co
Montana
-$2.33M -36,930 Closed
DC
188
Davenport & Co
Virginia
-$1.53M -24,216 Closed
MWM
189
Merriman Wealth Management
Washington
-$1.36M -21,546 Closed
GIA
190
Gladstone Institutional Advisory
Florida
-$1.26M -20,004 Closed
CA
191
Calton & Associates
Florida
-$1.21M -19,248 Closed
GSC
192
G&S Capital
Colorado
-$972K -15,426 Closed
MIM
193
MTM Investment Management
South Carolina
-$931K -14,772 Closed
OIA
194
OneDigital Investment Advisors
Kansas
-$897K -14,232 Closed
VFA
195
Voya Financial Advisors
Connecticut
-$798K -12,864 Closed
PWM
196
Pacific Wealth Management
California
-$676K -10,728 Closed
TWM
197
Trinity Wealth Management
Pennsylvania
-$501K -7,956 Closed
WP
198
WealthSource Partners
California
-$396K -6,282 Closed
ICP
199
Interchange Capital Partners
Pennsylvania
-$239K -1,902 Closed
AIC
200
Ameritas Investment Company
Nebraska
-$79.8K -1,266 Closed