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iShares Morningstar Mid-Cap Growth ETF

293 hedge funds and large institutions have $1.08B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 125 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
22
Increased
125
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$409K
AFG
177
Atomi Financial Group
New York
$404K +$79.1K +1,168 +24%
CCM
178
Coldstream Capital Management
Washington
$400K
GWM
179
Geneos Wealth Management
Colorado
$394K +$3.59K +53 +0.9%
MAG
180
Mayfair Advisory Group
Alabama
$393K +$92.7K +1,336 +31%
AMM
181
American Money Management
California
$384K -$56.4K -832 -13%
ASN
182
Advisory Services Network
Georgia
$379K +$10.8K +160 +3%
TC
183
TAP Consulting
Missouri
$370K
TCA
184
Transcend Capital Advisors
New Jersey
$351K -$22.5K -332 -6%
IA
185
IFP Advisors
Florida
$350K
KFS
186
Kaizen Financial Strategies
California
$349K +$550 +8 +0.2%
GIA
187
Gladstone Institutional Advisory
Florida
$346K -$33.1K -488 -9%
BFEC
188
Benjamin F. Edwards & Company
Missouri
$340K -$745 -11 -0.2%
PFS
189
Prospera Financial Services
Texas
$340K +$1.9K +28 +0.6%
AT
190
Avalon Trust
New Mexico
$339K -$41K -605 -11%
KWM
191
Kaydan Wealth Management
Michigan
$335K
LWM
192
Liberty Wealth Management
California
$323K -$3.45K -51 -1%
D.E. Shaw & Co
193
D.E. Shaw & Co
New York
$316K +$316K +4,667 New
US Bancorp
194
US Bancorp
Minnesota
$315K +$24K +354 +8%
HNWAG
195
High Net Worth Advisory Group
Florida
$305K
AMG
196
Asset Management Group
Connecticut
$305K +$474 +7 +0.2%
JAG
197
Journey Advisory Group
Kentucky
$297K
MIC
198
Means Investment Company
Maine
$291K -$6.64K -98 -2%
AA
199
Addison Advisors
Vermont
$287K +$287K +4,235 New
WIP
200
WealthCare Investment Partners
Rhode Island
$278K +$474 +7 +0.2%