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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
CWM
51
Castle Wealth Management
Florida
$1.86M +$2.04M +35,807 New
CMP
52
Courage Miller Partners
Virginia
$1.84M
OAM
53
Oak Asset Management
California
$1.84M +$2.02M +35,448 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$1.83M -$5.96M -104,646 -75%
ES
55
Eagle Strategies
New York
$1.79M +$1.96M +34,378 New
MTWM
56
Masso Torrence Wealth Management
New Jersey
$1.68M +$63K +1,107 +4%
AI
57
Atria Investments
North Carolina
$1.62M +$699K +12,273 +65%
BI
58
Berkeley Inc
Idaho
$1.6M +$1.76M +30,872 New
MHS
59
M Holdings Securities
Oregon
$1.56M +$5.46K +96 +0.3%
GIA
60
GHP Investment Advisors
Colorado
$1.47M +$120K +2,102 +8%
VWA
61
Visionary Wealth Advisors
Illinois
$1.46M +$1.6M +28,125 New
SA
62
Stewardship Advisors
Pennsylvania
$1.45M +$139K +2,447 +10%
MIAN
63
Mariner Independent Advisor Network
Kansas
$1.44M +$546K +9,583 +56%
Comerica Bank
64
Comerica Bank
Texas
$1.44M -$36K -633 -2%
EP
65
Eudaimonia Partners
Tennessee
$1.39M -$155K -2,720 -9%
ML
66
McAdam LLC
Pennsylvania
$1.38M +$1.51M +26,602 New
RC
67
Rovin Capital
Arizona
$1.36M +$92.4K +1,623 +7%
APA
68
American Portfolios Advisors
New York
$1.33M -$289K -5,077 -17%
AWA
69
Arete Wealth Advisors
Illinois
$1.3M -$128K -2,251 -8%
BFC
70
Bedel Financial Consulting
Indiana
$1.18M +$1.29M +22,597 +19,480%
VCM
71
Verde Capital Management
Michigan
$1.15M -$1.15M -20,275 -48%
Citigroup
72
Citigroup
New York
$1.13M -$41.4K -728 -3%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.12M +$46.6K +818 +4%
SPIA
74
Steward Partners Investment Advisory
New York
$1.1M -$505K -8,874 -30%
BCI
75
Brinker Capital Investments
Pennsylvania
$1.07M -$5.46K -96 -0.5%