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iShares Morningstar Mid-Cap Growth ETF

217 hedge funds and large institutions have $483M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.8% more ownership

Funds ownership: 46.87%47.66% (+0.8%)

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

9% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 74

2% less funds holding

Funds holding: 221217 (-4)

16% less capital invested

Capital invested by funds: $578M → $483M (-$94.9M)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.66%
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
67
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
226
GeoWealth Management
Illinois
-$367K -5,716 Closed
CW
227
CreativeOne Wealth
Kansas
-$361K -5,617 Closed
WFA
228
WMG Financial Advisors
Tennessee
-$333K -5,160 Closed
ACM
229
AlphaStar Capital Management
North Carolina
-$305K -4,747 Closed
OWA
230
Outlook Wealth Advisors
Texas
-$269K -4,183 Closed
RIA
231
Regal Investment Advisors
Michigan
-$247K -3,839 Closed
FA
232
FDx Advisors
Illinois
-$245K -3,810 Closed
ICP
233
Interchange Capital Partners
Pennsylvania
-$244K -3,810 Closed
Bank of New York Mellon
234
Bank of New York Mellon
New York
-$239K -3,730 Closed
LFAS
235
Level Four Advisory Services
Texas
-$222K -3,450 Closed
DAM
236
Delta Asset Management
Tennessee
-$216K -3,360 Closed
IA
237
Insight Advisors
Pennsylvania
-$209K -3,255 Closed
LAM
238
LifePro Asset Management
California
-$208K -3,237 Closed
LAS
239
Lloyd Advisory Services
Georgia
-$63K -979 Closed
EWM
240
EPG Wealth Management
Georgia
-$63K -976 Closed
MHR
241
Matthew Hamilton Rosenberg
-$62K -966 Closed
MFA
242
McClarren Financial Advisors
Pennsylvania
-$56K -871 Closed
ACA
243
Aptus Capital Advisors
Alabama
-$26K -410 Closed
Koshinski Asset Management
244
Koshinski Asset Management
Illinois
-$23.8K -370 Closed
CPA
245
Cardiff Park Advisors
California
-$17K -272 Closed
CIAS
246
Capital Investment Advisory Services
North Carolina
-$15K -234 Closed
HNB
247
Huntington National Bank
Ohio
-$14K -211 Closed
PA
248
PSI Advisors
Florida
-$6K -100 Closed
HNWAG
249
High Net Worth Advisory Group
Florida
-$2K -30 Closed