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iShares Morningstar Mid-Cap Growth ETF

298 hedge funds and large institutions have $1.13B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
31
Increased
120
Reduced
88
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DIP
176
Davis Investment Partners
North Carolina
$434K
WA
177
Win Advisors
Florida
$431K +$431K +6,100 New
KCFA
178
Key Client Fiduciary Advisors
New Jersey
$430K +$778 +11 +0.2%
KWA
179
Kingswood Wealth Advisors
California
$427K +$427K +6,035 New
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$425K
CCM
181
Coldstream Capital Management
Washington
$417K +$417K +5,897 New
LG
182
LaFleur & Godfrey
Michigan
$415K +$148K +2,091 +55%
GWM
183
Geneos Wealth Management
Colorado
$408K +$10.2K +145 +3%
LA
184
LexAurum Advisors
Kansas
$405K +$13.6K +193 +3%
AT
185
Avalon Trust
New Mexico
$396K
GIA
186
Gladstone Institutional Advisory
Florida
$396K -$30.3K -428 -7%
TCA
187
Transcend Capital Advisors
New Jersey
$389K -$1.84K -26 -0.5%
TC
188
TAP Consulting
Missouri
$386K -$9.75K -138 -2%
ASN
189
Advisory Services Network
Georgia
$384K -$139K -1,960 -27%
William Blair & Company
190
William Blair & Company
Illinois
$372K +$27.8K +394 +8%
RIA
191
Regal Investment Advisors
Michigan
$372K -$25.7K -363 -6%
IA
192
IFP Advisors
Florida
$365K +$11.9K +168 +3%
KFS
193
Kaizen Financial Strategies
California
$358K +$57.1K +808 +19%
BFEC
194
Benjamin F. Edwards & Company
Missouri
$355K -$12.3K -174 -3%
PFS
195
Prospera Financial Services
Texas
$352K +$20.6K +291 +6%
KWM
196
Kaydan Wealth Management
Michigan
$350K
LWM
197
Liberty Wealth Management
California
$341K +$3.11K +44 +0.9%
AFG
198
Atomi Financial Group
New York
$338K +$64.4K +911 +23%
HNWAG
199
High Net Worth Advisory Group
Florida
$318K
AMG
200
Asset Management Group
Connecticut
$317K +$636 +9 +0.2%