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iShares Morningstar Mid-Cap Growth ETF

216 hedge funds and large institutions have $535M 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.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

11% more capital invested

Capital invested by funds: $483M → $535M (+$51.3M)

2.45% more ownership

Funds ownership: 47.66%50.12% (+2.5%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% less funds holding

Funds holding: 217216 (-1)

Holders
216
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.72%
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 Holding Trade Value Shares
Change
Change in
Stake
WWM
76
Western Wealth Management
Colorado
$1M +$113K +2,032 +11%
SPIA
77
Steward Partners Investment Advisory
New York
$976K -$96.9K -1,737 -8%
PFO
78
Pathstone Family Office
New Jersey
$968K +$535K +9,600 +100%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$955K +$190K +3,400 +22%
HIS
80
Horizon Investment Services
Indiana
$931K +$22.6K +405 +2%
NCM
81
Neumann Capital Management
California
$916K -$17.6K -316 -2%
TRCT
82
Tower Research Capital (TRC)
New York
$909K +$1.01M +18,052 New
CAL
83
Capital Analysts LLC
Pennsylvania
$908K -$28.1K -504 -3%
MFG
84
Merit Financial Group
Georgia
$901K +$997K +17,878 New
Comerica Bank
85
Comerica Bank
Texas
$900K -$494K -8,858 -34%
MCC
86
Money Concepts Capital
Florida
$869K -$76.6K -1,373 -7%
Citadel Advisors
87
Citadel Advisors
Florida
$822K -$1.59M -28,544 -64%
GRP
88
Global Retirement Partners
California
$816K +$12.2K +218 +1%
LWAC
89
Laurel Wealth Advisors (California)
California
$808K +$268K +4,813 +43%
VCM
90
Verde Capital Management
Michigan
$806K -$343K -6,160 -28%
PAG
91
Private Advisor Group
New Jersey
$799K -$10.5K -188 -1%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$795K -$323K -5,789 -27%
FFN
93
Focus Financial Network
Minnesota
$761K +$23.5K +421 +3%
FA
94
Flagstar Advisors
New York
$756K +$94.6K +1,696 +13%
SI
95
Stephens Inc
Arkansas
$738K -$99.5K -1,785 -11%
IC
96
IEQ Capital
California
$724K
NL
97
NWAM LLC
Washington
$713K +$164K +2,937 +26%
MSA
98
Marino Stram & Associates
Massachusetts
$708K +$61.5K +1,103 +9%
AA
99
Aire Advisors
California
$701K +$776K +13,908 New
AWM
100
Accel Wealth Management
Iowa
$674K -$74.1K -1,329 -10%