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iShares Morningstar Mid-Cap Growth ETF

316 hedge funds and large institutions have $1.19B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 85

9% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$101M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 294316 (+22)

0.43% less ownership

Funds ownership: 55.71%55.29% (-0.43%)

Holders
316
Holders Change
+22
Holders Change %
+7.48%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
36
Increased
118
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
LongView Wealth Management
Georgia
$534K +$48.7K +702 +11%
ML
177
McAdam LLC
Pennsylvania
$525K +$30K +433 +6%
MCM
178
MidAtlantic Capital Management
Virginia
$522K
WIM
179
Westside Investment Management
California
$515K
AFS
180
AFG Fiduciary Services
Massachusetts
$501K
BWA
181
BlueChip Wealth Advisors
Georgia
$498K +$7.98K +115 +2%
D.E. Shaw & Co
182
D.E. Shaw & Co
New York
$497K +$149K +2,143 +46%
RIA
183
Regal Investment Advisors
Michigan
$487K -$57.4K -827 -11%
SWA
184
Stratos Wealth Advisors
Ohio
$472K
AA
185
Addison Advisors
Vermont
$465K +$148K +2,140 +51%
DIP
186
Davis Investment Partners
North Carolina
$457K
KCFA
187
Key Client Fiduciary Advisors
New Jersey
$446K +$1.04K +15 +0.2%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$438K
MAG
189
Mayfair Advisory Group
Alabama
$423K +$9.99K +144 +3%
GWM
190
Geneos Wealth Management
Colorado
$421K -$3.75K -54 -0.9%
AMM
191
American Money Management
California
$414K
VA
192
Valmark Advisers
Ohio
$411K +$390K +5,627 New
KFS
193
Kaizen Financial Strategies
California
$408K +$35.7K +514 +10%
PA
194
Promethium Advisors
Maryland
$402K +$382K +5,511 New
CCM
195
Coldstream Capital Management
Washington
$395K -$33.9K -488 -8%
ASN
196
Advisory Services Network
Georgia
$379K
TCA
197
Transcend Capital Advisors
New Jersey
$378K
GIA
198
Gladstone Institutional Advisory
Florida
$373K -$208 -3 -0.1%
BEI
199
Benjamin Edwards Inc
Missouri
$366K +$348K +5,017 New
AT
200
Avalon Trust
New Mexico
$365K