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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
LB
26
Leo Brokerage
Texas
$4.94M +$4.95M +76,843 New
RA
27
Rodgers & Associates
Pennsylvania
$4.8M +$4.44K +69 +0.1%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$4.68M -$2.84M -44,070 -38%
AW
29
ACG Wealth
Georgia
$4.5M +$13.5K +209 +0.3%
SAM
30
Summit Asset Management
Tennessee
$4.39M -$65.1K -1,011 -1%
HGWM
31
Harvest Group Wealth Management
Massachusetts
$3.93M +$3.94M +61,191 New
OMC
32
Old Mission Capital
Illinois
$3.86M +$3.87M +60,118 New
CWM
33
Capital Wealth Management
Rhode Island
$3.8M +$582K +9,043 +18%
IA
34
IFP Advisors
Florida
$3.8M +$514K +7,987 +85%
Creative Planning
35
Creative Planning
Kansas
$3.6M -$173K -2,686 -5%
EH
36
Equitable Holdings
New York
$3.33M +$753K +11,687 +29%
CAC
37
Certified Advisory Corp
Florida
$2.98M +$402K +6,245 +16%
TA
38
Townsend & Associates
Colorado
$2.94M +$503K +7,816 +20%
PAS
39
Park Avenue Securities
New York
$2.9M +$11.3K +175 +0.4%
S
40
Surevest
California
$2.86M +$2.75M +42,675 +2,287%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$2.82M -$70.2K -1,090 -2%
FA
42
Fermata Advisors
California
$2.73M +$948K +14,721 +53%
VCM
43
Verde Capital Management
Michigan
$2.73M +$1.3M +20,178 +91%
C
44
CEDRUS
Colorado
$2.69M +$936K +14,534 +53%
AAS
45
Ameritas Advisory Services
Nebraska
$2.64M +$1M +15,533 +61%
SHFP
46
Second Half Financial Partners
Florida
$2.63M +$448K +6,965 New
WCAMG
47
Woodard & Company Asset Management Group
North Carolina
$2.58M +$2.58M +40,103 New
SI
48
Stephens Inc
Arkansas
$2.39M -$12M -185,872 -83%
CAN
49
Cetera Advisor Networks
California
$2.38M +$158K +2,455 +7%
CMP
50
Courage Miller Partners
Virginia
$2.28M -$8.44K -131 -0.4%