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iShares Morningstar Mid-Cap Growth ETF

214 hedge funds and large institutions have $534M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
214
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.7%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
27
Increased
77
Reduced
64
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WWM
76
Western Wealth Management
Colorado
$1M 19,868 +2,032 +11%
SPIA
77
Steward Partners Investment Advisory
New York
$976K 19,380 -1,737 -8%
PFO
78
Pathstone Family Office
New Jersey
$968K 19,200 +9,600 +100%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$955K 18,963 +3,400 +22%
HIS
80
Horizon Investment Services
Indiana
$931K 18,482 +405 +2%
NCM
81
Neumann Capital Management
California
$916K 18,176 -316 -2%
TRCT
82
Tower Research Capital (TRC)
New York
$909K 18,052 +18,052 New
CAL
83
Capital Analysts LLC
Pennsylvania
$908K 18,023 -504 -3%
MFG
84
Merit Financial Group
Georgia
$901K 17,878 +17,878 New
Comerica Bank
85
Comerica Bank
Texas
$900K 17,486 -8,858 -34%
MCC
86
Money Concepts Capital
Florida
$869K 17,251 -1,373 -7%
Citadel Advisors
87
Citadel Advisors
Florida
$822K 16,325 -28,544 -64%
GRP
88
Global Retirement Partners
California
$816K 15,163 +218 +1%
LWAC
89
Laurel Wealth Advisors (California)
California
$808K 16,037 +4,813 +43%
VCM
90
Verde Capital Management
Michigan
$806K 15,991 -6,160 -28%
PAG
91
Private Advisor Group
New Jersey
$799K 15,861 -188 -1%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$795K 15,782 -5,789 -27%
FFN
93
Focus Financial Network
Minnesota
$761K 15,112 +421 +3%
FA
94
Flagstar Advisors
New York
$756K 15,002 +1,696 +13%
SI
95
Stephens Inc
Arkansas
$738K 14,653 -1,785 -11%
IC
96
IEQ Capital
California
$724K 14,370
NL
97
NWAM LLC
Washington
$713K 14,152 +2,937 +26%
MSA
98
Marino Stram & Associates
Massachusetts
$708K 14,053 +1,103 +9%
AA
99
Aire Advisors
California
$701K 13,908 +13,908 New
AWM
100
Accel Wealth Management
Iowa
$674K 12,587 -1,329 -10%