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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
Ameriprise
1
Ameriprise
Minnesota
$88.4M +$11.1M +160,709 +15%
LPL Financial
2
LPL Financial
California
$72M +$4.83M +69,614 +8%
Morgan Stanley
3
Morgan Stanley
New York
$57.9M -$8.79M -126,775 -14%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$50.8M +$3.02M +43,479 +7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$44M -$8.21M -118,345 -16%
AWM
6
Avior Wealth Management
Nebraska
$40M +$1.69M +24,367 +5%
AAS
7
Avantax Advisory Services
Texas
$36.6M +$2.83M +40,752 +9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$34.3M -$6.56M -94,606 -17%
UBS Group
9
UBS Group
Switzerland
$32M -$5.52M -79,625 -15%
Wells Fargo
10
Wells Fargo
California
$28.2M -$449K -6,466 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$25.9M +$260K +3,742 +1%
OWM
12
Orgel Wealth Management
Wisconsin
$23.6M -$948K -13,668 -4%
CPG
13
Cornerstone Planning Group
New Jersey
$23M +$1.22M +17,527 +6%
CFD
14
Creative Financial Designs
Indiana
$20.5M -$538K -7,761 -3%
Mariner
15
Mariner
Kansas
$19.5M +$819K +11,802 +5%
Bank of America
16
Bank of America
North Carolina
$19.1M +$1.63M +23,459 +10%
Osaic Holdings
17
Osaic Holdings
Arizona
$18.6M +$1.68M +24,274 +11%
CFG
18
Cosner Financial Group
Colorado
$17.8M -$82.8K -1,193 -0.5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$17.5M +$2.14M +30,840 +15%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$16.3M +$154K +2,223 +1%
RA
21
Rodgers & Associates
Pennsylvania
$16M +$617K +8,895 +4%
SCM
22
Steele Capital Management
Iowa
$13.6M +$1.54M +22,222 +14%
MTC
23
Matrix Trust Company
Colorado
$13.6M +$1.54M +22,222 +14%
EH
24
Equitable Holdings
New York
$13M -$2.51M -36,239 -17%
IWP
25
IAG Wealth Partners
Wisconsin
$12.5M +$369K +5,317 +3%