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iShares Morningstar Mid-Cap Growth ETF

316 hedge funds and large institutions have $1.19B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 118 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 85

9% more capital invested

Capital invested by funds: $1.08B → $1.19B (+$101M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 294316 (+22)

0.43% less ownership

Funds ownership: 55.71%55.29% (-0.43%)

Holders
316
Holders Change
+22
Holders Change %
+7.48%
% of All Funds
4.54%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
36
Increased
118
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
201
LexAurum Advisors
Kansas
$364K -$78.4K -1,130 -18%
PFS
202
Prospera Financial Services
Texas
$362K -$3.26K -47 -0.9%
KWM
203
Kaydan Wealth Management
Michigan
$361K
TC
204
TAP Consulting
Missouri
$358K -$39.1K -563 -10%
Cerity Partners
205
Cerity Partners
New York
$357K +$130K +1,873 +62%
LWM
206
Liberty Wealth Management
California
$349K +$694 +10 +0.2%
US Bancorp
207
US Bancorp
Minnesota
$339K
MIC
208
Means Investment Company
Maine
$336K +$21.1K +304 +7%
MCM
209
MAI Capital Management
Ohio
$329K -$243K -3,503 -44%
AMG
210
Asset Management Group
Connecticut
$329K +$763 +11 +0.2%
HNWAG
211
High Net Worth Advisory Group
Florida
$328K
LFG
212
Larson Financial Group
Missouri
$316K +$300K +4,329 New
IA
213
IFP Advisors
Florida
$311K -$62.4K -900 -17%
Citadel Advisors
214
Citadel Advisors
Florida
$311K -$2.34M -33,690 -89%
AssetMark Inc
215
AssetMark Inc
California
$300K +$81.2K +1,170 +40%
JAG
216
Journey Advisory Group
Kentucky
$297K
RIA
217
Richwood Investment Advisors
Ohio
$293K
WIP
218
WealthCare Investment Partners
Rhode Island
$293K -$4.09K -59 -1%
CA
219
Clearstead Advisors
Ohio
$284K +$69 +1 +0%
NCMW
220
Northern Capital Management (Washington)
Washington
$283K
HFW
221
Horizon Family Wealth
Illinois
$279K +$694 +10 +0.3%
TC
222
TownSquare Capital
Utah
$279K -$7.35K -106 -3%
RW
223
Rede Wealth
Virginia
$276K
BAMG
224
Brand Asset Management Group
Missouri
$273K
SG
225
StoneX Group
New York
$268K -$5.55K -80 -2%