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iShares Morningstar Mid-Cap Growth ETF

221 hedge funds and large institutions have $578M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

1% more funds holding

Funds holding: 218221 (+3)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0.66% less ownership

Funds ownership: 47.53%46.87% (-0.66%)

15% less capital invested

Capital invested by funds: $679M → $578M (-$101M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
221
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
32
Increased
72
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
226
Sowell Financial Services
Arkansas
-$2.61M -35,655 Closed
OC
227
Oppenheimer & Co
New York
-$1.21M -16,506 Closed
Prudential Financial
228
Prudential Financial
New Jersey
-$660K -8,785 Closed
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
-$618K -8,438 Closed
NA
230
NewEdge Advisors
Louisiana
-$553K -7,556 Closed
CAG
231
Csenge Advisory Group
Florida
-$485K -7,000 Closed
TRCT
232
Tower Research Capital (TRC)
New York
-$377K -5,150 Closed
MFW
233
Meristem Family Wealth
Minnesota
-$352K -4,800 Closed
SWP
234
Stratos Wealth Partners
Ohio
-$350K -4,777 Closed
BCM
235
Brookstone Capital Management
Illinois
-$292K -4,263 Closed
CIBC World Market
236
CIBC World Market
Ontario, Canada
-$250K -3,420 Closed
PMG
237
ProVise Management Group
Florida
-$250K -3,420 Closed
VAS
238
Vestmark Advisory Solutions
Massachusetts
-$235K -3,208 Closed
MYIA
239
Mount Yale Investment Advisors
Colorado
-$216K -2,953 Closed
HA
240
Herold Advisors
New York
-$202K -2,760 Closed
EBA
241
Eagle Bay Advisors
New York
-$176K -2,400 Closed
GIP
242
Granite Investment Partners
California
-$162K -2,210 Closed
CA
243
CoreCap Advisors
Michigan
-$117K -1,600 Closed
TCM
244
TD Capital Management
Tennessee
-$51K -699 Closed
SFPG
245
Stonebridge Financial Planning Group
Florida
-$37K -588 Closed
GWMIA
246
Global Wealth Management Investment Advisory
Florida
-$11K -154 Closed
RI
247
Rinkey Investments
California
-$7K -108 Closed
PWM
248
Provident Wealth Management
Tennessee
+$129 +2 New