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iShares Morningstar Mid-Cap Growth ETF

180 hedge funds and large institutions have $557M 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, 51 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
3.16%
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
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AFP
76
Ausdal Financial Partners
Iowa
$958K 13,902 +3,572 +35%
CF
77
Centaurus Financial
California
$953K 13,835 -1,028 -7%
US Bancorp
78
US Bancorp
Minnesota
$887K 12,875 -22,070 -63%
HIA
79
Harbor Investment Advisory
Maryland
$856K 12,430
KWM
80
Kingsview Wealth Management
Oregon
$836K 12,142 +687 +6%
SPC
81
Sigma Planning Corp
Michigan
$813K 11,801 -77 -0.6%
FSC
82
Full Sail Capital
Oklahoma
$793K 11,520
GRP
83
Global Retirement Partners
California
$745K 10,809 +1,586 +17%
Stifel Financial
84
Stifel Financial
Missouri
$712K 10,342 +2,848 +38%
WWM
85
Windsor Wealth Management
Indiana
$687K 9,876
Prudential Financial
86
Prudential Financial
New Jersey
$671K 9,377 +1,684 +22%
FLI
87
Family Legacy Inc
South Carolina
$670K 9,625 +206 +2%
MWM
88
Mattern Wealth Management
Kansas
$639K 9,270 -102 -1%
IA
89
IFP Advisors
Florida
$638K 9,251 +3,001 +48%
IWM
90
IHT Wealth Management
Illinois
$635K 9,212 +1 +0%
FA
91
Fermata Advisors
California
$635K 9,213 +9,213 New
BWA
92
Beam Wealth Advisors
Louisiana
$634K 9,211 -118 -1%
HighTower Advisors
93
HighTower Advisors
Illinois
$617K 8,959 -323 -3%
TPCW
94
TD Private Client Wealth
New York
$615K 8,933 +534 +6%
CA
95
Cetera Advisors
Colorado
$599K 8,692 -85 -1%
IIC
96
Integrated Investment Consultants
Michigan
$585K 8,487 +2,638 +45%
CS
97
Comerica Securities
Michigan
$566K 8,222 -832 -9%
NL
98
NWAM LLC
Washington
$558K 8,096 -197 -2%
CAM
99
Cresset Asset Management
Illinois
$546K 7,914 +1,242 +19%
AMM
100
American Money Management
California
$517K 7,500 +7,500 New