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iShares Morningstar Mid-Cap Growth ETF

244 hedge funds and large institutions have $789M invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 104 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 61

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

14% more capital invested

Capital invested by funds: $689M → $789M (+$99.6M)

3% more funds holding

Funds holding: 237244 (+7)

0.58% less ownership

Funds ownership: 50.68%50.1% (-0.58%)

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
25
Increased
104
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$48.9M +$265K +4,616 +0.6%
LPL Financial
2
LPL Financial
California
$39.7M +$3.92M +68,306 +12%
Morgan Stanley
3
Morgan Stanley
New York
$38.4M +$3.1M +53,967 +9%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$37.7M +$1.78M +31,017 +5%
CFD
5
Creative Financial Designs
Indiana
$36.4M +$14.9M +260,266 +77%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$35.2M -$3.69M -64,385 -10%
UBS Group
7
UBS Group
Switzerland
$29.7M -$1.54M -26,871 -5%
Wells Fargo
8
Wells Fargo
California
$26.4M -$3.71M -64,651 -13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$24.8M +$436K +7,605 +2%
OWM
10
Orgel Wealth Management
Wisconsin
$24.2M +$520K +9,072 +2%
BWL
11
Bogart Wealth LLC
Virginia
$22.3M +$968K +16,874 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$20.9M +$2.13M +37,115 +12%
FC
13
Forte Capital
New York
$16.8M +$255K +4,453 +2%
AAS
14
Avantax Advisory Services
Texas
$16.6M +$1.54M +26,920 +11%
RA
15
Rodgers & Associates
Pennsylvania
$14.2M +$233K +4,070 +2%
Bank of America
16
Bank of America
North Carolina
$13.3M +$3.42M +59,633 +38%
EH
17
Equitable Holdings
New York
$12.7M +$283K +4,936 +2%
MFG
18
Marmo Financial Group
Tennessee
$12.5M +$604K +10,537 +5%
CPG
19
Cornerstone Planning Group
New Jersey
$11.9M +$11.2M +194,674 New
Osaic Holdings
20
Osaic Holdings
Arizona
$10.9M -$1.52M -26,497 -13%
MTC
21
Matrix Trust Company
Colorado
$10M +$66.1K +1,152 +0.7%
Mariner
22
Mariner
Kansas
$10M +$792K +13,811 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$9.86M -$441K -7,694 -5%
CWM
24
Capital Wealth Management
Rhode Island
$9.62M +$174K +3,032 +2%
E
25
ETFidea
New York
$7.52M -$140K -2,441 -2%