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iShares Morningstar Mid-Cap Growth ETF

293 hedge funds and large institutions have $1.08B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 125 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
22
Increased
125
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
201
Richwood Investment Advisors
Ohio
$272K -$9.15K -135 -3%
TC
202
TownSquare Capital
Utah
$266K
CA
203
Clearstead Advisors
Ohio
$264K +$264K +3,890 New
NCMW
204
Northern Capital Management (Washington)
Washington
$263K
RW
205
Rede Wealth
Virginia
$257K
SG
206
StoneX Group
New York
$254K -$2.44K -36 -1%
BAMG
207
Brand Asset Management Group
Missouri
$254K -$4.54K -67 -2%
BWL
208
Bogart Wealth LLC
Virginia
$249K -$14.6K -215 -6%
TC
209
TAGStone Capital
North Carolina
$246K +$203 +3 +0.1%
RBFC
210
Roman Butler Fullerton & Co
Missouri
$245K +$10.1K +149 +4%
HFA
211
High Falls Advisors
New York
$237K
AF
212
Allworth Financial
California
$237K -$31.5K -459 -12%
PFP
213
Pinnacle Financial Partners
Tennessee
$236K
OPS
214
Orion Portfolio Solutions
Nebraska
$236K
BCI
215
Brinker Capital Investments
Pennsylvania
$236K
HFW
216
Horizon Family Wealth
Illinois
$229K +$240 +4 +0.1%
SAM
217
Silvercrest Asset Management
New York
$228K
FA
218
FC Advisory
Pennsylvania
$228K +$339 +5 +0.1%
DAM
219
Delta Asset Management
Tennessee
$228K
SFG
220
Sage Financial Group
Pennsylvania
$223K
SA
221
Strategic Advocates
Utah
$219K
ICP
222
Interchange Capital Partners
Pennsylvania
$219K -$8.2K -121 -4%
RIP
223
RAM Investment Partners
Washington
$214K +$214K +3,165 New
OIA
224
OneDigital Investment Advisors
Kansas
$212K +$68 +1 +0%
Cerity Partners
225
Cerity Partners
New York
$204K +$1.08K +16 +0.5%