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iShares Morningstar Mid-Cap Growth ETF

215 hedge funds and large institutions have $482M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 33 closing their positions.

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
66
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
226
WMG Financial Advisors
Tennessee
-$333K -5,160 Closed
ACM
227
AlphaStar Capital Management
North Carolina
-$305K -4,747 Closed
OWA
228
Outlook Wealth Advisors
Texas
-$269K -4,183 Closed
RIA
229
Regal Investment Advisors
Michigan
-$247K -3,839 Closed
ICP
230
Interchange Capital Partners
Pennsylvania
-$244K -3,810 Closed
FA
231
FDx Advisors
Illinois
-$245K -3,810 Closed
Bank of New York Mellon
232
Bank of New York Mellon
New York
-$239K -3,730 Closed
LFAS
233
Level Four Advisory Services
Texas
-$222K -3,450 Closed
DAM
234
Delta Asset Management
Tennessee
-$216K -3,360 Closed
IA
235
Insight Advisors
Pennsylvania
-$209K -3,255 Closed
LAM
236
LifePro Asset Management
California
-$208K -3,237 Closed
LAS
237
Lloyd Advisory Services
Georgia
-$63K -979 Closed
EWM
238
EPG Wealth Management
Georgia
-$63K -976 Closed
MHR
239
Matthew Hamilton Rosenberg
-$62K -966 Closed
MFA
240
McClarren Financial Advisors
Pennsylvania
-$56K -871 Closed
ACA
241
Aptus Capital Advisors
Alabama
-$26K -410 Closed
Koshinski Asset Management
242
Koshinski Asset Management
Illinois
-$23.8K -370 Closed
CPA
243
Cardiff Park Advisors
California
-$17K -272 Closed
CIAS
244
Capital Investment Advisory Services
North Carolina
-$15K -234 Closed
HNB
245
Huntington National Bank
Ohio
-$14K -211 Closed
PA
246
PSI Advisors
Florida
-$6K -100 Closed
HNWAG
247
High Net Worth Advisory Group
Florida
-$2K -30 Closed