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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
JJBC
51
James J. Burns & Company
New York
$2.16M +$2.39M +42,861 New
GVAG
52
Great Valley Advisor Group
Delaware
$2.06M +$96.6K +1,732 +4%
CWM
53
Castle Wealth Management
Florida
$2.01M +$227K +4,064 +11%
FLI
54
Family Legacy Inc
South Carolina
$1.89M +$13.9K +250 +0.7%
Goldman Sachs
55
Goldman Sachs
New York
$1.85M -$6.41K -115 -0.3%
ES
56
Eagle Strategies
New York
$1.83M +$104K +1,863 +5%
CMP
57
Courage Miller Partners
Virginia
$1.75M -$42.4K -760 -2%
BI
58
Berkeley Inc
Idaho
$1.62M +$68.8K +1,233 +4%
GIA
59
GHP Investment Advisors
Colorado
$1.52M +$112K +2,006 +7%
MHS
60
M Holdings Securities
Oregon
$1.52M
MTWM
61
Masso Torrence Wealth Management
New Jersey
$1.51M -$134K -2,405 -7%
KAS
62
Kestra Advisory Services
Texas
$1.46M -$2.52M -45,140 -61%
RC
63
Rovin Capital
Arizona
$1.39M +$72.9K +1,308 +5%
APA
64
American Portfolios Advisors
New York
$1.38M +$102K +1,824 +7%
EP
65
Eudaimonia Partners
Tennessee
$1.38M +$35.2K +631 +2%
Jane Street
66
Jane Street
New York
$1.37M +$1.1M +19,685 +260%
SA
67
Stewardship Advisors
Pennsylvania
$1.26M -$159K -2,853 -10%
AWA
68
Arete Wealth Advisors
Illinois
$1.26M -$2.12K -38 -0.2%
MIAN
69
Mariner Independent Advisor Network
Kansas
$1.23M -$117K -2,107 -8%
VWA
70
Visionary Wealth Advisors
Illinois
$1.21M -$228K -4,095 -15%
ML
71
McAdam LLC
Pennsylvania
$1.19M -$163K -2,925 -11%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$1.08M +$1.04M +18,600 +674%
BDF
73
Black Diamond Financial
Maryland
$1.06M +$222K +3,988 +23%
BCI
74
Brinker Capital Investments
Pennsylvania
$1.03M -$725 -13 -0.1%
Citigroup
75
Citigroup
New York
$1.01M -$101K -1,807 -8%