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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
AWM
51
Accel Wealth Management
Iowa
$2.24M +$610K +8,392 +38%
SPIA
52
Steward Partners Investment Advisory
New York
$2.23M +$1.17M +16,092 +112%
APA
53
American Portfolios Advisors
New York
$2.2M +$276K +3,801 +14%
MTWM
54
Masso Torrence Wealth Management
New Jersey
$2.04M +$2.02M +27,811 New
FA
55
Fermata Advisors
California
$2.03M +$1.35M +18,538 +201%
C
56
CEDRUS
Colorado
$2M +$1.98M +27,294 New
DWMG
57
DB Wealth Management Group
California
$1.97M -$381K -5,234 -16%
AWA
58
Arete Wealth Advisors
Illinois
$1.92M +$11.5K +158 +0.6%
GIA
59
GHP Investment Advisors
Colorado
$1.91M +$7.05K +97 +0.4%
AAS
60
Ameritas Advisory Services
Nebraska
$1.87M +$1.86M +25,538 New
RC
61
Rovin Capital
Arizona
$1.73M +$148K +2,030 +9%
Citigroup
62
Citigroup
New York
$1.68M +$157K +2,162 +10%
RW
63
Rede Wealth
Virginia
$1.67M -$37.2K -511 -2%
RIA
64
Regal Investment Advisors
Michigan
$1.63M +$1.62M +22,293 New
VCM
65
Verde Capital Management
Michigan
$1.63M +$1.62M +22,248 New
AWM
66
AE Wealth Management
Kansas
$1.58M +$35.6K +489 +2%
BCI
67
Brinker Capital Investments
Pennsylvania
$1.57M +$1.56M +21,465 New
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.55M -$42.3K -581 -3%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$1.54M +$359K +4,934 +31%
NCM
70
Neumann Capital Management
California
$1.49M -$127K -1,750 -8%
MCC
71
Money Concepts Capital
Florida
$1.45M +$1.44M +19,735 New
AI
72
Atria Investments
North Carolina
$1.42M -$33.7K -464 -2%
CAL
73
Capital Analysts LLC
Pennsylvania
$1.35M -$3.2K -44 -0.2%
FA
74
Flagstar Advisors
New York
$1.35M +$155K +2,125 +13%
OC
75
Oppenheimer & Co
New York
$1.21M +$1.2M +16,506 New