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iShares Morningstar Mid-Cap Growth ETF

182 hedge funds and large institutions have $558M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

3% more capital invested

Capital invested by funds: $541M → $558M (+$17.1M)

0.21% more ownership

Funds ownership: 44.18%44.39% (+0.21%)

1% less funds holding

Funds holding: 184182 (-2)

Holders
182
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
76
Ausdal Financial Partners
Iowa
$958K +$252K +3,572 +35%
CF
77
Centaurus Financial
California
$953K -$72.6K -1,028 -7%
US Bancorp
78
US Bancorp
Minnesota
$887K -$1.56M -22,070 -63%
HIA
79
Harbor Investment Advisory
Maryland
$856K
KWM
80
Kingsview Wealth Management
Oregon
$836K +$48.5K +687 +6%
SPC
81
Sigma Planning Corp
Michigan
$813K -$5.44K -77 -0.6%
FSC
82
Full Sail Capital
Oklahoma
$793K
GRP
83
Global Retirement Partners
California
$745K +$112K +1,586 +17%
Stifel Financial
84
Stifel Financial
Missouri
$712K +$201K +2,848 +38%
WWM
85
Windsor Wealth Management
Indiana
$687K
Prudential Financial
86
Prudential Financial
New Jersey
$671K +$119K +1,684 +22%
FLI
87
Family Legacy Inc
South Carolina
$670K +$14.5K +206 +2%
MWM
88
Mattern Wealth Management
Kansas
$639K -$7.2K -102 -1%
IA
89
IFP Advisors
Florida
$638K +$212K +3,001 +48%
IWM
90
IHT Wealth Management
Illinois
$635K +$71 +1 +0%
FA
91
Fermata Advisors
California
$635K +$651K +9,213 New
BWA
92
Beam Wealth Advisors
Louisiana
$634K -$8.33K -118 -1%
AF
93
AtlasMark Financial
Texas
$620K
HighTower Advisors
94
HighTower Advisors
Illinois
$617K -$22.8K -323 -3%
TPCW
95
TD Private Client Wealth
New York
$615K +$37.7K +534 +6%
CA
96
Cetera Advisors
Colorado
$599K -$6K -85 -1%
IIC
97
Integrated Investment Consultants
Michigan
$585K +$186K +2,638 +45%
CS
98
Comerica Securities
Michigan
$566K -$58.8K -832 -9%
NL
99
NWAM LLC
Washington
$558K -$13.9K -197 -2%
CAM
100
Cresset Asset Management
Illinois
$546K +$87.7K +1,242 +19%