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iShares Morningstar Mid-Cap Growth ETF

244 hedge funds and large institutions have $789M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 61

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more capital invested

Capital invested by funds: $689M → $789M (+$99.6M)

3% more funds holding

Funds holding: 237244 (+7)

0.58% less ownership

Funds ownership: 50.68%50.1% (-0.58%)

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
Laidlaw Wealth Management
New York
$252K
USCWA
177
U.S. Capital Wealth Advisors
Texas
$252K
MCM
178
MAI Capital Management
Ohio
$250K -$2.18K -38 -0.9%
WIP
179
WealthCare Investment Partners
Rhode Island
$243K +$401 +7 +0.2%
SG
180
StoneX Group
New York
$242K -$57.4K -1,000 -20%
BAMG
181
Brand Asset Management Group
Missouri
$235K
LWM
182
Liberty Wealth Management
California
$234K +$2.47K +43 +1%
PP
183
Patron Partners
Texas
$229K +$229 +4 +0.1%
HFA
184
High Falls Advisors
New York
$213K
SAM
185
Silvercrest Asset Management
New York
$210K +$198K +3,453 New
FA
186
FDx Advisors
Illinois
$210K +$197K +3,439 New
KPWS
187
Kestra Private Wealth Services
Texas
$210K +$197K +3,439 New
ICP
188
Interchange Capital Partners
Pennsylvania
$210K +$197K +3,439 New
PCA
189
Prosperity Capital Advisors
Ohio
$207K +$194K +3,389 New
DAM
190
Delta Asset Management
Tennessee
$205K
FA
191
FC Advisory
Pennsylvania
$203K +$191K +3,333 New
AWM
192
Aspire Wealth Management
Massachusetts
$201K -$2.47K -43 -1%
WIM
193
Westside Investment Management
California
$193K
EBA
194
Eagle Bay Advisors
New York
$146K
HS
195
Horan Securities
United States
$135K +$7.28K +127 +6%
CSB
196
City State Bank
Iowa
$131K
CF
197
Centaurus Financial
California
$126K -$67.3K -1,173 -36%
PCMC
198
Private Capital Management (Colorado)
Colorado
$110K
CWP
199
Concord Wealth Partners
Virginia
$102K +$44.9K +782 +87%
PTC
200
Private Trust Company
Ohio
$89.9K -$6.19K -108 -7%