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iShares Morningstar Mid-Cap Growth ETF

218 hedge funds and large institutions have $679M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

22% more capital invested

Capital invested by funds: $558M → $679M (+$121M)

20% more funds holding

Funds holding: 182218 (+36)

3.14% more ownership

Funds ownership: 44.39%47.53% (+3.1%)

Holders
218
Holders Change
+36
Holders Change %
+19.78%
% of All Funds
3.35%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
54
Increased
64
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
76
IEQ Capital
California
$1.05M
NWMG
77
National Wealth Management Group
Ohio
$1.05M +$1.04M +14,285 New
KA
78
Kovack Advisors
Florida
$1.04M -$53.7K -739 -5%
ZIMP
79
Zimmermann Investment Management & Planning
Pennsylvania
$1.03M +$1.02M +14,080 New
AFP
80
Ausdal Financial Partners
Iowa
$1.01M -$3.93K -54 -0.4%
CF
81
Centaurus Financial
California
$986K -$27.5K -378 -3%
AWA
82
Arkadios Wealth Advisors
Georgia
$939K -$307K -4,222 -25%
PAG
83
Private Advisor Group
New Jersey
$899K -$297K -4,081 -25%
CW
84
CreativeOne Wealth
Kansas
$886K +$880K +12,103 New
KWM
85
Kingsview Wealth Management
Oregon
$881K -$8.44K -116 -1%
HIA
86
Harbor Investment Advisory
Maryland
$855K -$55.3K -760 -6%
SPC
87
Sigma Planning Corp
Michigan
$849K -$15K -206 -2%
Citadel Advisors
88
Citadel Advisors
Florida
$808K -$722K -9,931 -47%
TWC
89
TD Waterhouse Canada
Ontario, Canada
$785K +$792K +10,890 New
LWAC
90
Laurel Wealth Advisors (California)
California
$771K +$765K +10,524 New
US Bancorp
91
US Bancorp
Minnesota
$742K -$200K -2,744 -21%
FSC
92
Full Sail Capital
Oklahoma
$721K
WWM
93
Windsor Wealth Management
Indiana
$711K
BWA
94
Beam Wealth Advisors
Louisiana
$710K +$35.1K +482 +5%
EVM
95
Eaton Vance Management
Massachusetts
$703K
IIC
96
Integrated Investment Consultants
Michigan
$696K +$74.3K +1,022 +12%
WWM
97
Western Wealth Management
Colorado
$696K +$691K +9,508 New
IA
98
IFP Advisors
Florida
$692K +$14.1K +194 +2%
CA
99
Cetera Advisors
Colorado
$669K +$32.1K +441 +5%
FLI
100
Family Legacy Inc
South Carolina
$665K -$2.04K -28 -0.3%