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iShares Morningstar Mid-Cap Growth ETF

216 hedge funds and large institutions have $678M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
216
Holders Change
+36
Holders Change %
+20%
% of All Funds
3.34%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
54
Increased
63
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Prudential Financial
101
Prudential Financial
New Jersey
$660K 8,785 -592 -6%
IWM
102
IHT Wealth Management
Illinois
$651K 8,887 -325 -4%
Stifel Financial
103
Stifel Financial
Missouri
$649K 8,861 -1,481 -14%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$618K 8,438 +8,438 New
HighTower Advisors
105
HighTower Advisors
Illinois
$611K 8,323 -636 -7%
CS
106
Comerica Securities
Michigan
$602K 8,222
CG
107
Colony Group
Massachusetts
$595K 8,130 +8,130 New
NL
108
NWAM LLC
Washington
$589K 8,048 -48 -0.6%
TPCW
109
TD Private Client Wealth
New York
$581K 7,926 -1,007 -11%
CAM
110
Cresset Asset Management
Illinois
$580K 7,914
NA
111
NewEdge Advisors
Louisiana
$553K 7,556 +4,588 +155%
FWP
112
Falcon Wealth Planning
California
$533K 7,273
SG
113
StoneX Group
New York
$527K 7,197 -73 -1%
MWM
114
Mattern Wealth Management
Kansas
$527K 7,192 -2,078 -22%
AFS
115
AFG Fiduciary Services
Massachusetts
$494K 6,750 +6,750 New
PSF
116
Pacific Sun Financial
California
$488K 6,660 +18 +0.3%
CAG
117
Csenge Advisory Group
Florida
$485K 7,000 +1,795 +34%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$484K 6,602 +470 +8%
WH
119
Willner & Heller
California
$480K 6,972 +6,972 New
AMM
120
American Money Management
California
$476K 6,500 -1,000 -13%
IA
121
Insight Advisors
Pennsylvania
$469K 6,401 +1 +0%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$441K 6,006 -1,277 -18%
KWM
123
Kaydan Wealth Management
Michigan
$421K 5,742 +5,742 New
KCFA
124
Key Client Fiduciary Advisors
New Jersey
$401K 5,469 +5,469 New
TRCT
125
Tower Research Capital (TRC)
New York
$377K 5,150 +2,034 +65%