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iShares Morningstar Mid-Cap Growth ETF

251 hedge funds and large institutions have $799M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 53

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

3% more funds holding

Funds holding: 244251 (+7)

2.55% more ownership

Funds ownership: 50.1%52.65% (+2.5%)

1% more capital invested

Capital invested by funds: $789M → $799M (+$9.58M)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
251
Holders Change
+7
Holders Change %
+2.87%
% of All Funds
3.98%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.16%
New
26
Increased
104
Reduced
53
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$269K -$59.2K -981 -17%
PFPT
177
Pinnacle Financial Partners (Tennessee)
Tennessee
$266K
Renaissance Technologies
178
Renaissance Technologies
New York
$263K -$36.2K -600 -12%
HNWAG
179
High Net Worth Advisory Group
Florida
$257K
AMG
180
Asset Management Group
Connecticut
$255K
JAG
181
Journey Advisory Group
Kentucky
$251K
KFS
182
Kaizen Financial Strategies
California
$242K
AFG
183
Atomi Financial Group
New York
$240K -$53.3K -884 -17%
RIA
184
Richwood Investment Advisors
Ohio
$237K -$13.6K -225 -5%
WIP
185
WealthCare Investment Partners
Rhode Island
$226K
RW
186
Rede Wealth
Virginia
$225K -$113K -1,872 -32%
MAG
187
Mayfair Advisory Group
Alabama
$225K +$234K +3,876 New
D
188
Dentgroup
Louisiana
$222K +$234K +3,883 New
BAMG
189
Brand Asset Management Group
Missouri
$221K
SG
190
StoneX Group
New York
$220K -$7.9K -131 -3%
PP
191
Patron Partners
Texas
$216K +$1.87K +31 +0.8%
PFS
192
Prospera Financial Services
Texas
$212K +$224K +3,717 New
MWM
193
Maripau Wealth Management
Indiana
$203K +$214K +3,552 New
SI
194
Stephens Inc
Arkansas
$200K -$112K -1,857 -35%
HFA
195
High Falls Advisors
New York
$200K
DAM
196
Delta Asset Management
Tennessee
$192K
AWM
197
Aspire Wealth Management
Massachusetts
$188K
WIM
198
Westside Investment Management
California
$181K
WCAMG
199
Woodard & Company Asset Management Group
North Carolina
$147K +$74.5K +1,235 +93%
EBA
200
Eagle Bay Advisors
New York
$137K