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iShares Morningstar Mid-Cap Growth ETF

218 hedge funds and large institutions have $679M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

22% more capital invested

Capital invested by funds: $558M → $679M (+$121M)

20% more funds holding

Funds holding: 182218 (+36)

3.14% more ownership

Funds ownership: 44.39%47.53% (+3.1%)

Holders
218
Holders Change
+36
Holders Change %
+19.78%
% of All Funds
3.35%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
54
Increased
64
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
Signify Wealth
Missouri
$7.39M +$7.33M +100,854 New
RJA
27
Raymond James & Associates
Florida
$7.07M -$922K -12,675 -12%
RA
28
Rodgers & Associates
Pennsylvania
$5.46M +$304K +4,179 +6%
AW
29
ACG Wealth
Georgia
$5.12M -$153K -2,106 -3%
SAM
30
Summit Asset Management
Tennessee
$5.08M -$154K -2,117 -3%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.86M +$407K +5,593 +9%
Creative Planning
32
Creative Planning
Kansas
$4.29M -$21.5K -295 -0.5%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$4.16M +$4.13M +56,779 New
JWCA
34
J.W. Cole Advisors
Florida
$3.88M +$3.85M +53,004 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$3.78M
CWM
36
Capital Wealth Management
Rhode Island
$3.67M +$35.7K +491 +1%
Comerica Bank
37
Comerica Bank
Texas
$3.48M -$71.5K -983 -2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$3.32M +$1.12M +15,410 +51%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$3.3M +$83.2K +1,144 +3%
PAS
40
Park Avenue Securities
New York
$3.29M +$1.9M +26,098 +138%
PA
41
PFG Advisors
Arizona
$3.08M +$302K +4,158 +11%
CFG
42
CMC Financial Group
Georgia
$3.03M +$3.01M +41,397 New
EH
43
Equitable Holdings
New York
$2.94M +$57.3K +788 +2%
CAC
44
Certified Advisory Corp
Florida
$2.94M +$1.46M +20,088 +100%
TA
45
Townsend & Associates
Colorado
$2.62M +$82.1K +1,129 +3%
SFS
46
Sowell Financial Services
Arkansas
$2.61M +$796K +10,948 +44%
CMP
47
Courage Miller Partners
Virginia
$2.61M -$111K -1,530 -4%
CAN
48
Cetera Advisor Networks
California
$2.53M +$1.29M +17,728 +105%
GVAG
49
Great Valley Advisor Group
Delaware
$2.37M -$70.5K -969 -3%
TC
50
TAP Consulting
Missouri
$2.27M -$444K -6,099 -16%