We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

216 hedge funds and large institutions have $535M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

11% more capital invested

Capital invested by funds: $483M → $535M (+$51.3M)

2.45% more ownership

Funds ownership: 47.66%50.12% (+2.5%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% less funds holding

Funds holding: 217216 (-1)

Holders
216
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
27
Increased
77
Reduced
64
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
26
Integrated Investment Consultants
Michigan
$4.77M +$1.94M +34,815 +58%
RJA
27
Raymond James & Associates
Florida
$4.48M -$72.1K -1,293 -1%
CWM
28
Capital Wealth Management
Rhode Island
$4.4M +$185K +3,310 +4%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$4.07M +$238K +4,260 +6%
IA
30
IFP Advisors
Florida
$4.01M +$53.5K +960 +6%
AW
31
ACG Wealth
Georgia
$3.73M +$191K +3,430 +5%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$3.49M +$432K +7,753 +13%
MML Investors Services
33
MML Investors Services
Massachusetts
$3.4M -$803K -14,394 -18%
SAM
34
Summit Asset Management
Tennessee
$3.3M -$40.4K -724 -1%
NCMW
35
Northern Capital Management (Washington)
Washington
$3.17M +$3.51M +62,986 New
HGWM
36
Harvest Group Wealth Management
Massachusetts
$3.12M +$113K +2,024 +3%
C
37
CEDRUS
Colorado
$3.05M +$378K +6,773 +13%
JSP
38
Jackson Square Partners
California
$2.98M +$3.3M +59,197 New
TA
39
Townsend & Associates
Colorado
$2.93M +$290K +5,208 +10%
Creative Planning
40
Creative Planning
Kansas
$2.81M -$1.73K -31 -0.1%
RA
41
RFG Advisory
Alabama
$2.75M +$1.06M +19,043 +59%
BFC
42
Bedel Financial Consulting
Indiana
$2.72M +$1.6M +28,704 +126%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$2.69M -$396K -7,100 -12%
CAC
44
Certified Advisory Corp
Florida
$2.67M -$415K -7,444 -12%
PA
45
PFG Advisors
Arizona
$2.51M +$2.78M +49,833 New
S
46
Surevest
California
$2.51M +$212K +3,794 +8%
Mariner
47
Mariner
Kansas
$2.38M +$2.64M +47,263 New
PAS
48
Park Avenue Securities
New York
$2.32M
AAS
49
Ameritas Advisory Services
Nebraska
$2.19M +$40.5K +727 +2%
CAN
50
Cetera Advisor Networks
California
$2.17M +$183K +3,277 +8%