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iShares Morningstar Mid-Cap Growth ETF

299 hedge funds and large institutions have $1.13B invested in iShares Morningstar Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 121 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 88

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

1% more funds holding

Funds holding: 296299 (+3)

1% less capital invested

Capital invested by funds: $1.14B → $1.13B (-$6.91M)

4.89% less ownership

Funds ownership: 59.77%54.89% (-4.9%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
299
Holders Change
+3
Holders Change %
+1.01%
% of All Funds
4.31%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
31
Increased
121
Reduced
88
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$104M +$41.3M +620,381 +73%
Morgan Stanley
2
Morgan Stanley
New York
$63.5M -$53.1M -797,731 -47%
Ameriprise
3
Ameriprise
Minnesota
$62.7M +$580K +8,701 +1%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$49.4M +$604K +9,076 +1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$44.1M +$795K +11,930 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$38.7M +$913K +13,705 +3%
Wells Fargo
7
Wells Fargo
California
$30.7M -$1.6M -24,092 -5%
AAS
8
Avantax Advisory Services
Texas
$28.1M +$4.39M +65,978 +20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$26.5M +$533K +8,007 +2%
AWM
10
Avior Wealth Management
Nebraska
$25.9M +$12.6M +189,430 +107%
OWM
11
Orgel Wealth Management
Wisconsin
$23.9M -$5.11M -76,777 -19%
CFD
12
Creative Financial Designs
Indiana
$20.1M -$21.9M -329,214 -54%
FC
13
Forte Capital
New York
$19.2M +$113K +1,704 +0.6%
CPG
14
Cornerstone Planning Group
New Jersey
$18.5M +$1.1M +16,574 +6%
CFG
15
Cosner Financial Group
Colorado
$17.2M +$896K +13,449 +6%
Mariner
16
Mariner
Kansas
$16.8M +$1.6M +24,094 +11%
CCWM
17
Correct Capital Wealth Management
Missouri
$16.3M -$211K -3,173 -1%
Bank of America
18
Bank of America
North Carolina
$15.4M +$697K +10,466 +5%
VFG
19
Victory Financial Group
Texas
$15.3M +$2.3M +34,583 +19%
Osaic Holdings
20
Osaic Holdings
Arizona
$15.2M -$5.68M -85,253 -28%
RA
21
Rodgers & Associates
Pennsylvania
$14.9M -$734K -11,025 -5%
MFG
22
Marmo Financial Group
Tennessee
$14.7M +$568K +8,534 +4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$13.2M +$11.3M +169,195 +947%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$13M -$1.34M -20,074 -10%
SCM
25
Steele Capital Management
Iowa
$11.7M -$276K -4,141 -2%