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iShares Morningstar Mid-Cap Growth ETF

190 hedge funds and large institutions have $803M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 66 reducing their positions, and 17 closing their positions.

Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
24
Increased
54
Reduced
66
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$1.03M 2,715 -544 -17%
IA
77
Insight Advisors
Pennsylvania
$1.03M 15,421 +13,228 +603%
HIA
78
Harbor Investment Advisory
Maryland
$995K 2,630 -90 -3%
AWM
79
Accel Wealth Management
Iowa
$983K 2,599 +775 +42%
GSC
80
G&S Capital
Colorado
$972K 2,571 +400 +18%
Stifel Financial
81
Stifel Financial
Missouri
$967K 2,558 -5,444 -68%
MIM
82
MTM Investment Management
South Carolina
$931K 2,462 +1,074 +77%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$928K 2,452 +1,859 +313%
OIA
84
OneDigital Investment Advisors
Kansas
$897K 2,372 -627 -21%
MWM
85
Mattern Wealth Management
Kansas
$895K 2,368 -10,761 -82%
AWA
86
Arkadios Wealth Advisors
Georgia
$814K 2,155 -27 -1%
CF
87
Centaurus Financial
California
$814K 2,152 +1,644 +324%
VFA
88
Voya Financial Advisors
Connecticut
$798K 2,144 +100 +5%
BWA
89
Beam Wealth Advisors
Louisiana
$796K 2,106 +26 +1%
FSC
90
Full Sail Capital
Oklahoma
$747K 1,920
SFS
91
Sowell Financial Services
Arkansas
$738K 11,433 +11,393 +28,483%
AFP
92
Ausdal Financial Partners
Iowa
$730K 1,930 -20 -1%
PWM
93
Pacific Wealth Management
California
$676K 1,788 -848 -32%
Comerica Bank
94
Comerica Bank
Texas
$648K 9,622 -5,251 -35%
CS
95
Comerica Securities
Michigan
$644K 1,704 +848 +99%
WWM
96
Western Wealth Management
Colorado
$637K 1,683 -60 -3%
NA
97
NewEdge Advisors
Louisiana
$634K 1,677 -121 -7%
SG
98
StoneX Group
New York
$625K 1,653 -26 -2%
WWM
99
Windsor Wealth Management
Indiana
$622K 1,646
EVM
100
Eaton Vance Management
Massachusetts
$605K 1,600 -118 -7%