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iShares Morningstar Mid-Cap Growth ETF

182 hedge funds and large institutions have $558M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $541M → $558M (+$17.1M)

0.21% more ownership

Funds ownership: 44.18%44.39% (+0.21%)

1% less funds holding

Funds holding: 184182 (-2)

Holders
182
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Parallel Advisors
California
$7K
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$4K
S
178
SignatureFD
Georgia
$4K
LFG
179
Larson Financial Group
Missouri
$4K +$918 +13 +34%
PP
180
PrairieView Partners
Minnesota
$3K
EVM
181
Eaton Vance Management
Massachusetts
$1K
WIM
182
Westside Investment Management
California
$206
JWCA
183
J.W. Cole Advisors
Florida
-$2.77M -40,226 Closed
OMC
184
Old Mission Capital
Illinois
-$2.68M -38,941 Closed
CFG
185
Cooper Financial Group
California
-$1.42M -20,654 Closed
VA
186
Valmark Advisers
Ohio
-$1.22M -17,687 Closed
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
-$1.19M -17,273 Closed
Jane Street
188
Jane Street
New York
-$590K -8,570 Closed
WAP
189
Wealthcare Advisory Partners
Pennsylvania
-$508K -7,368 Closed
PCIA
190
Prime Capital Investment Advisors
Kansas
-$442K -6,414 Closed
FTUS
191
Flow Traders U.S.
New York
-$431K -6,250 Closed
RA
192
RiverTree Advisors
Florida
-$320K -4,644 Closed
SWM
193
SeaCrest Wealth Management
New York
-$282K -4,087 Closed
PMG
194
ProVise Management Group
Florida
-$244K -3,537 Closed
HWAM
195
Hennion & Walsh Asset Management
New Jersey
-$223K -3,240 Closed
ASN
196
Advisory Services Network
Georgia
-$115K -1,674 Closed
OIA
197
Optimum Investment Advisors
Illinois
-$8K -120 Closed