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iShares Morningstar Mid-Cap Growth ETF

294 hedge funds and large institutions have $1.14B invested in iShares Morningstar Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 17 closing their positions.

Holders
294
Holders Change
+45
Holders Change %
+18.07%
% of All Funds
4.31%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
65
Increased
103
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$109M 1,696,452 +936,244 +123%
AssetMark Inc
2
AssetMark Inc
California
$63.2M 980,030 +979,280 +130,571%
Ameriprise
3
Ameriprise
Minnesota
$56.7M 879,584 +80,602 +10%
LPL Financial
4
LPL Financial
California
$55M 853,904 +168,919 +25%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$44.4M 689,299 +32,054 +5%
CFD
6
Creative Financial Designs
Indiana
$39.5M 613,428 +286 +0%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$39.4M 611,398 +16,277 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$34.4M 533,296 +111,936 +27%
UBS Group
9
UBS Group
Switzerland
$32.1M 497,644 +2,018 +0.4%
Wells Fargo
10
Wells Fargo
California
$29.6M 458,804 +5,528 +1%
OWM
11
Orgel Wealth Management
Wisconsin
$26.7M 414,243 -14,316 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$23.7M 367,582 +13,684 +4%
AAS
13
Avantax Advisory Services
Texas
$21.4M 332,226 +37,234 +13%
Osaic Holdings
14
Osaic Holdings
Arizona
$19.4M 300,507 +29,756 +11%
FC
15
Forte Capital
New York
$17.4M 270,062 -304 -0.1%
CPG
16
Cornerstone Planning Group
New Jersey
$16.6M 257,197 +25,256 +11%
CFG
17
Cosner Financial Group
Colorado
$15.4M 229,243 +82,239 +56%
CCWM
18
Correct Capital Wealth Management
Missouri
$15.1M 234,374 +234,374 New
RA
19
Rodgers & Associates
Pennsylvania
$14.3M 222,414 -6,982 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$14.3M 221,189 +100,485 +83%
Mariner
21
Mariner
Kansas
$13.8M 213,951 +24,018 +13%
Bank of America
22
Bank of America
North Carolina
$13.3M 206,970 -9,348 -4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$13.2M 204,217 +15,927 +8%
MFG
24
Marmo Financial Group
Tennessee
$12.8M 199,261 -4,915 -2%
VFG
25
Victory Financial Group
Texas
$11.7M 181,994 +181,994 New