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iShares Morningstar Mid-Cap Growth ETF

221 hedge funds and large institutions have $578M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

1% more funds holding

Funds holding: 218221 (+3)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0.66% less ownership

Funds ownership: 47.53%46.87% (-0.66%)

15% less capital invested

Capital invested by funds: $679M → $578M (-$101M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
221
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
32
Increased
72
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
Atria Investments
North Carolina
$1.22M -$30.5K -473 -2%
NCM
77
Neumann Capital Management
California
$1.19M -$123K -1,908 -9%
CAL
78
Capital Analysts LLC
Pennsylvania
$1.19M +$1.35K +21 +0.1%
RWA
79
Redhawk Wealth Advisors
Minnesota
$1.19M -$10.3M -160,175 -90%
HIS
80
Horizon Investment Services
Indiana
$1.17M +$1.17M +18,159 New
WWM
81
Western Wealth Management
Colorado
$1.15M +$540K +8,393 +88%
MIAN
82
Mariner Independent Advisor Network
Kansas
$1.1M +$1.09M +16,984 New
FA
83
Flagstar Advisors
New York
$1.09M -$88.5K -1,374 -7%
Citadel Advisors
84
Citadel Advisors
Florida
$1.03M +$323K +5,023 +46%
NWMG
85
National Wealth Management Group
Ohio
$1M +$84.9K +1,319 +9%
CS
86
Comerica Securities
Michigan
$981K +$453K +7,036 +86%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$962K -$2.69M -41,819 -74%
PAG
88
Private Advisor Group
New Jersey
$958K +$170K +2,633 +21%
BDF
89
Black Diamond Financial
Maryland
$930K +$931K +14,462 New
KA
90
Kovack Advisors
Florida
$928K +$12.9K +200 +1%
IC
91
IEQ Capital
California
$924K
FFN
92
Focus Financial Network
Minnesota
$881K +$883K +13,711 New
CF
93
Centaurus Financial
California
$813K -$52.3K -812 -6%
VA
94
Valmark Advisers
Ohio
$795K +$797K +12,375 New
GRP
95
Global Retirement Partners
California
$783K +$941K +14,618 New
FSC
96
Full Sail Capital
Oklahoma
$741K
OPS
97
Orion Portfolio Solutions
Nebraska
$735K +$736K +11,429 New
TWC
98
TD Waterhouse Canada
Ontario, Canada
$735K +$30.9K +480 +4%
HIA
99
Harbor Investment Advisory
Maryland
$715K -$34.8K -540 -5%
KWM
100
Kingsview Wealth Management
Oregon
$703K -$70.2K -1,090 -9%