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iShares Morningstar Mid-Cap Growth ETF

298 hedge funds and large institutions have $1.13B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+4
Holders Change %
+1.36%
% of All Funds
4.32%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
31
Increased
120
Reduced
88
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
201
Means Investment Company
Maine
$310K +$18.2K +258 +6%
JAG
202
Journey Advisory Group
Kentucky
$310K
MAG
203
Mayfair Advisory Group
Alabama
$306K +$424 +6 +0.1%
US Bancorp
204
US Bancorp
Minnesota
$303K +$303K +4,293 New
RIA
205
Richwood Investment Advisors
Ohio
$294K
IW
206
Imprint Wealth
South Carolina
$290K +$290K +4,140 New
WIP
207
WealthCare Investment Partners
Rhode Island
$289K +$5.37K +76 +2%
TC
208
TownSquare Capital
Utah
$277K -$35.3K -500 -11%
AF
209
Allworth Financial
California
$277K -$203K -2,879 -42%
WSTAM
210
Wilbanks Smith & Thomas Asset Management
Virginia
$275K -$19.8K -280 -7%
BWL
211
Bogart Wealth LLC
Virginia
$275K -$34.6K -489 -11%
NCMW
212
Northern Capital Management (Washington)
Washington
$274K +$274K +3,880 New
BAMG
213
Brand Asset Management Group
Missouri
$270K -$3.46K -49 -1%
HFW
214
Horizon Family Wealth
Illinois
$269K -$1.48M -20,896 -85%
RW
215
Rede Wealth
Virginia
$268K
SG
216
StoneX Group
New York
$268K -$3.75K -53 -1%
TC
217
TAGStone Capital
North Carolina
$256K +$6.91K +98 +3%
HFA
218
High Falls Advisors
New York
$248K
PFP
219
Pinnacle Financial Partners
Tennessee
$246K -$17.2K -244 -7%
OPS
220
Orion Portfolio Solutions
Nebraska
$246K -$3.53K -50 -1%
BCI
221
Brinker Capital Investments
Pennsylvania
$246K -$3.53K -50 -1%
KPWS
222
Kestra Private Wealth Services
Texas
$243K +$71 +1 +0%
SFC
223
Strategic Financial Concepts
Texas
$239K +$239K +3,376 New
SAM
224
Silvercrest Asset Management
New York
$238K
ICP
225
Interchange Capital Partners
Pennsylvania
$238K -$6.67K -94 -3%