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iShares Morningstar Mid-Cap Growth ETF

217 hedge funds and large institutions have $483M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.8% more ownership

Funds ownership: 46.87%47.66% (+0.8%)

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

9% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 74

2% less funds holding

Funds holding: 221217 (-4)

16% less capital invested

Capital invested by funds: $578M → $483M (-$94.9M)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
67
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
76
Brightworth
Georgia
$1.03M +$1.13M +19,887 New
SPC
77
Sigma Planning Corp
Michigan
$1M +$8.77K +154 +0.8%
MCC
78
Money Concepts Capital
Florida
$982K -$78.6K -1,381 -7%
CAL
79
Capital Analysts LLC
Pennsylvania
$962K +$1.65K +29 +0.2%
NCM
80
Neumann Capital Management
California
$961K
HIS
81
Horizon Investment Services
Indiana
$939K -$4.67K -82 -0.5%
WWM
82
Western Wealth Management
Colorado
$925K -$3.7K -65 -0.4%
SAS
83
SMI Advisory Services
Indiana
$908K +$995K +17,487 New
BDF
84
Black Diamond Financial
Maryland
$883K +$144K +2,534 +18%
SI
85
Stephens Inc
Arkansas
$854K -$1.18M -20,811 -56%
PAG
86
Private Advisor Group
New Jersey
$834K +$64.8K +1,139 +8%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$808K -$645K -11,339 -42%
CS
88
Comerica Securities
Michigan
$808K +$16.9K +296 +2%
JWCA
89
J.W. Cole Advisors
Florida
$797K -$473K -8,309 -35%
GRP
90
Global Retirement Partners
California
$776K +$18.6K +327 +2%
FFN
91
Focus Financial Network
Minnesota
$763K +$55.8K +980 +7%
IC
92
IEQ Capital
California
$746K
AWM
93
Accel Wealth Management
Iowa
$737K -$806K -14,166 -50%
FTS
94
Fifth Third Securities
Ohio
$728K +$797K +14,007 New
DWMG
95
DB Wealth Management Group
California
$720K -$345K -6,053 -30%
FA
96
Flagstar Advisors
New York
$691K -$211K -3,710 -22%
MSA
97
Marino Stram & Associates
Massachusetts
$673K +$269K +4,728 +58%
OMC
98
Old Mission Capital
Illinois
$651K -$2.71M -47,576 -79%
KA
99
Kovack Advisors
Florida
$599K -$166K -2,913 -20%
FSC
100
Full Sail Capital
Oklahoma
$598K