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iShares Morningstar Mid-Cap Growth ETF

184 hedge funds and large institutions have $541M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 192184 (-8)

18% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 72

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

33% less capital invested

Capital invested by funds: $804M → $541M (-$263M)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

323.27% less ownership

Funds ownership: 367.45%44.18% (-323%)

Holders
184
Holders Change
-8
Holders Change %
-4.17%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
59
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$45.6M -$25.2M -381,991 -37%
UBS Group
2
UBS Group
Switzerland
$37.9M -$1.94M -29,442 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.5M +$1.05M +15,889 +3%
Morgan Stanley
4
Morgan Stanley
New York
$30.5M -$56.3M -852,987 -66%
LPL Financial
5
LPL Financial
California
$29.4M -$11M -166,011 -28%
Ameriprise
6
Ameriprise
Minnesota
$27.2M -$3.23K -49 -0%
MTC
7
Matrix Trust Company
Colorado
$21M -$566K -8,584 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$19.3M -$83.5M -1,265,094 -82%
Bank of America
9
Bank of America
North Carolina
$16.8M -$14.5M -220,104 -47%
CFD
10
Creative Financial Designs
Indiana
$16M +$77.8K +1,180 +0.5%
SI
11
Stephens Inc
Arkansas
$14.6M -$6.4M -97,043 -31%
Osaic Holdings
12
Osaic Holdings
Arizona
$13.2M -$3.33M -50,435 -21%
LB
13
Leo Brokerage
Texas
$12.2M +$1.25M +18,920 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.4M -$642K -9,732 -6%
AAS
15
Avantax Advisory Services
Texas
$10.1M +$959K +14,542 +11%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.45M -$14.6M -220,813 -62%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$8.64M +$1.96M +29,749 +31%
KAS
18
Kestra Advisory Services
Texas
$8.1M -$3.99M -60,423 -34%
PS
19
Portfolio Strategies
New York
$7.67M -$50.8K -770 -0.7%
RJA
20
Raymond James & Associates
Florida
$7.33M -$12M -182,077 -63%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.77M -$3.24M -49,163 -33%
AW
22
ACG Wealth
Georgia
$5.14M +$1.44M +21,792 +41%
SAM
23
Summit Asset Management
Tennessee
$5.09M -$105K -1,587 -2%
RA
24
Rodgers & Associates
Pennsylvania
$4.66M +$152K +2,301 +4%
Barclays
25
Barclays
United Kingdom
$4.09M +$758K +11,490 +306%