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iShares Morningstar Mid-Cap Growth ETF

294 hedge funds and large institutions have $1.14B invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+45
Holders Change %
+18.07%
% of All Funds
4.31%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
103
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
201
Maripau Wealth Management
Indiana
$282K +$53.4K +828 +23%
BWL
202
Bogart Wealth LLC
Virginia
$282K -$23.6M -365,815 -99%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$277K -$26.8K -416 -9%
MAG
204
Mayfair Advisory Group
Alabama
$275K +$28.2K +444 +11%
KFS
205
Kaizen Financial Strategies
California
$274K +$1.42K +22 +0.5%
WSTAM
206
Wilbanks Smith & Thomas Asset Management
Virginia
$269K +$269K +4,170 New
RIA
207
Richwood Investment Advisors
Ohio
$268K
MIC
208
Means Investment Company
Maine
$266K +$266K +4,135 New
WIP
209
WealthCare Investment Partners
Rhode Island
$255K +$1.33K +21 +0.5%
AFG
210
Atomi Financial Group
New York
$250K -$20.9K -324 -8%
BAMG
211
Brand Asset Management Group
Missouri
$249K
SG
212
StoneX Group
New York
$247K -$129 -2 -0.1%
CW
213
CreativeOne Wealth
Kansas
$245K +$245K +3,802 New
RW
214
Rede Wealth
Virginia
$244K -$9.67K -150 -4%
LG
215
LaFleur & Godfrey
Michigan
$243K +$243K +3,777 New
PFP
216
Pinnacle Financial Partners
Tennessee
$240K -$59.4K -921 -20%
Betterment LLC
217
Betterment LLC
New York
$232K +$232K +3,596 New
TC
218
TAGStone Capital
North Carolina
$228K +$228K +3,531 New
Cerity Partners
219
Cerity Partners
New York
$227K +$227K +3,528 New
HFA
220
High Falls Advisors
New York
$226K
BCI
221
Brinker Capital Investments
Pennsylvania
$224K -$969K -15,267 -81%
OPS
222
Orion Portfolio Solutions
Nebraska
$224K -$969K -15,267 -81%
RBFC
223
Roman Butler Fullerton & Co
Missouri
$223K +$223K +348 New
ICP
224
Interchange Capital Partners
Pennsylvania
$222K +$222K +3,447 New
FA
225
FDx Advisors
Illinois
$222K +$222K +3,447 New