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iShares Morningstar Mid-Cap Growth ETF

294 hedge funds and large institutions have $1.14B invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+45
Holders Change %
+18.07%
% of All Funds
4.31%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
103
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
176
Belpointe Asset Management
Nevada
$386K +$386K +5,992 New
GWM
177
Geneos Wealth Management
Colorado
$362K -$9.35K -145 -3%
RIA
178
Regal Investment Advisors
Michigan
$362K -$37.4K -581 -9%
AT
179
Avalon Trust
New Mexico
$361K +$361K +5,605 New
TC
180
TAP Consulting
Missouri
$361K -$20K -311 -5%
HI
181
Harbour Investments
Wisconsin
$361K +$22K +341 +6%
TCA
182
Transcend Capital Advisors
New Jersey
$357K +$19.5K +302 +6%
LA
183
LexAurum Advisors
Kansas
$357K +$18K +279 +5%
SAW
184
Signal Advisors Wealth
Michigan
$344K +$344K +5,343 New
AAS
185
Ameritas Advisory Services
Nebraska
$336K -$3.48M -53,510 -91%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$335K -$5.35K -83 -2%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$334K -$2.47M -38,300 -88%
SAS
188
SMI Advisory Services
Indiana
$332K
IA
189
IFP Advisors
Florida
$322K -$759K -11,780 -70%
KWM
190
Kaydan Wealth Management
Michigan
$319K
SWP
191
Stratos Wealth Partners
Ohio
$318K +$318K +4,938 New
ACP
192
Aveo Capital Partners
Colorado
$314K +$314K +4,879 New
William Blair & Company
193
William Blair & Company
Illinois
$314K
KA
194
Kovack Advisors
Florida
$312K +$1.68K +26 +0.5%
LWM
195
Liberty Wealth Management
California
$308K +$1.74K +27 +0.6%
PFS
196
Prospera Financial Services
Texas
$302K +$62.8K +975 +26%
HNWAG
197
High Net Worth Advisory Group
Florida
$290K
AMG
198
Asset Management Group
Connecticut
$289K +$1.55K +24 +0.5%
TC
199
TownSquare Capital
Utah
$285K -$182K -2,821 -39%
JAG
200
Journey Advisory Group
Kentucky
$283K