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iShares Morningstar Mid-Cap Growth ETF

244 hedge funds and large institutions have $789M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 61

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more capital invested

Capital invested by funds: $689M → $789M (+$99.6M)

3% more funds holding

Funds holding: 237244 (+7)

0.58% less ownership

Funds ownership: 50.68%50.1% (-0.58%)

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FP
201
Financial Perspectives
Minnesota
$83.6K +$172 +3 +0.2%
WCAMG
202
Woodard & Company Asset Management Group
North Carolina
$81K +$76.3K +1,330 New
SJIM
203
St. Johns Investment Management
Florida
$73.9K -$5.74K -100 -8%
EWM
204
EPG Wealth Management
Georgia
$59.5K
TAIM
205
TD Ameritrade Investment Management
Nebraska
$55K -$14.2K -247 -21%
CAL
206
Capital Advisors Ltd
Ohio
$55K
OA
207
Operose Advisors
Wisconsin
$54.1K
MFA
208
McClarren Financial Advisors
Pennsylvania
$53K +$57 +1 +0.1%
MFT
209
Moisand Fitzgerald Tamayo
Florida
$47.2K -$34.4K -600 -44%
AssetMark Inc
210
AssetMark Inc
California
$45.7K -$52.9K -923 -55%
BBHC
211
Brown Brothers Harriman & Co
New York
$44.7K +$42.1K +734 New
TCM
212
TD Capital Management
Tennessee
$43.1K +$57 +1 +0.1%
BWM
213
Baystate Wealth Management
Massachusetts
$42K +$57 +1 +0.1%
MA
214
MCF Advisors
Kentucky
$33.5K
TFGT
215
TS Financial Group (TSFG)
Illinois
$31K +$57 +1 +0.2%
TRCT
216
Tower Research Capital (TRC)
New York
$26.5K +$24.9K +435 New
CFGS
217
Concourse Financial Group Securities
Alabama
$26.2K -$2.12K -37 -8%
OC
218
Oakworth Capital
Alabama
$25.6K
AIC
219
Archer Investment Corporation
Indiana
$20.8K
RIA
220
Realta Investment Advisors
Delaware
$18.4K +$17.3K +301 New
GWSG
221
GPS Wealth Strategies Group
Colorado
$17.2K
ACA
222
Aptus Capital Advisors
Alabama
$16.8K
SS
223
Sunbelt Securities
Texas
$16.7K +$1.89K +33 +14%
WT
224
Whittier Trust
California
$14.6K
NA
225
Nordwand Advisors
Pennsylvania
$13.8K