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iShares Morningstar Mid-Cap Growth ETF

219 hedge funds and large institutions have $577M 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.

Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
3.47%
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 Market Value Shares Shares
Change
Shares
Change %
AI
76
Atria Investments
North Carolina
$1.22M 18,943 -473 -2%
NCM
77
Neumann Capital Management
California
$1.19M 18,492 -1,908 -9%
CAL
78
Capital Analysts LLC
Pennsylvania
$1.19M 18,498 +21 +0.1%
RWA
79
Redhawk Wealth Advisors
Minnesota
$1.19M 18,479 -160,175 -90%
HIS
80
Horizon Investment Services
Indiana
$1.17M 18,159 +18,159 New
WWM
81
Western Wealth Management
Colorado
$1.15M 17,901 +8,393 +88%
MIAN
82
Mariner Independent Advisor Network
Kansas
$1.1M 16,984 +16,984 New
FA
83
Flagstar Advisors
New York
$1.09M 17,016 -1,374 -7%
Citadel Advisors
84
Citadel Advisors
Florida
$1.03M 16,060 +5,023 +46%
NWMG
85
National Wealth Management Group
Ohio
$1M 15,604 +1,319 +9%
CS
86
Comerica Securities
Michigan
$981K 15,258 +7,036 +86%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$962K 14,960 -41,819 -74%
PAG
88
Private Advisor Group
New Jersey
$958K 14,910 +2,633 +21%
BDF
89
Black Diamond Financial
Maryland
$930K 14,462 +14,462 New
KA
90
Kovack Advisors
Florida
$928K 14,446 +200 +1%
IC
91
IEQ Capital
California
$924K 14,370
FFN
92
Focus Financial Network
Minnesota
$881K 13,711 +13,711 New
CF
93
Centaurus Financial
California
$813K 12,645 -812 -6%
VA
94
Valmark Advisers
Ohio
$795K 12,375 +12,375 New
GRP
95
Global Retirement Partners
California
$783K 14,618 +14,618 New
FSC
96
Full Sail Capital
Oklahoma
$741K 11,520
OPS
97
Orion Portfolio Solutions
Nebraska
$735K 11,429 +11,429 New
TWC
98
TD Waterhouse Canada
Ontario, Canada
$735K 11,370 +480 +4%
HIA
99
Harbor Investment Advisory
Maryland
$715K 11,130 -540 -5%
KWM
100
Kingsview Wealth Management
Oregon
$703K 10,936 -1,090 -9%