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iShares Morningstar Mid-Cap Growth ETF

234 hedge funds and large institutions have $688M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 10 closing their positions.

Holders
234
Holders Change
+9
Holders Change %
+4%
% of All Funds
3.75%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
26
Increased
103
Reduced
62
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TAIM
201
TD Ameritrade Investment Management
Nebraska
$66K 1,152 -5 -0.4%
EWM
202
EPG Wealth Management
Georgia
$56.2K 976
CAL
203
Capital Advisors Ltd
Ohio
$52K 906
CWP
204
Concord Wealth Partners
Virginia
$51.5K 895 -695 -44%
OA
205
Operose Advisors
Wisconsin
$51.1K 888
MFA
206
McClarren Financial Advisors
Pennsylvania
$50K 880 +2 +0.2%
TCM
207
TD Capital Management
Tennessee
$40.7K 707 +2 +0.3%
BWM
208
Baystate Wealth Management
Massachusetts
$39.6K 688 +688 New
MA
209
MCF Advisors
Kentucky
$31.7K 550
TFGT
210
TS Financial Group (TSFG)
Illinois
$29K 505 +1 +0.2%
CFGS
211
Concourse Financial Group Securities
Alabama
$26.9K 467
OC
212
Oakworth Capital
Alabama
$24.2K 420
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$22.9K 398,590 -17,035 -4%
AIC
214
Archer Investment Corporation
Indiana
$19.7K 342
GWSG
215
GPS Wealth Strategies Group
Colorado
$16.3K 283 +283 New
ACA
216
Aptus Capital Advisors
Alabama
$15.9K 276 +76 +38%
WT
217
Whittier Trust
California
$13.8K 240
SS
218
Sunbelt Securities
Texas
$13.6K 241 +241 New
NA
219
Nordwand Advisors
Pennsylvania
$13K 226 +226 New
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K 210
FFA
221
Farther Finance Advisors
California
$12.1K 210
EW
222
Element Wealth
Mississippi
$10.6K 185 +185 New
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$10.2K 178
CMA
224
Cedar Mountain Advisors
Oregon
$7.6K 132
BA
225
Ballast Advisors
Minnesota
$6.91K 120