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iShares Morningstar Mid-Cap Growth ETF

218 hedge funds and large institutions have $679M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

22% more capital invested

Capital invested by funds: $558M → $679M (+$121M)

20% more funds holding

Funds holding: 182218 (+36)

3.14% more ownership

Funds ownership: 44.39%47.53% (+3.1%)

Holders
218
Holders Change
+36
Holders Change %
+19.78%
% of All Funds
3.35%
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
64
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
101
Prudential Financial
New Jersey
$660K -$43.1K -592 -6%
AF
102
AtlasMark Financial
Texas
$659K
IWM
103
IHT Wealth Management
Illinois
$651K -$23.6K -325 -4%
Stifel Financial
104
Stifel Financial
Missouri
$649K -$108K -1,481 -14%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$618K +$614K +8,438 New
HighTower Advisors
106
HighTower Advisors
Illinois
$611K -$46.3K -636 -7%
CS
107
Comerica Securities
Michigan
$602K
CG
108
Colony Group
Massachusetts
$595K +$591K +8,130 New
NL
109
NWAM LLC
Washington
$589K -$3.49K -48 -0.6%
TPCW
110
TD Private Client Wealth
New York
$581K -$73.2K -1,007 -11%
CAM
111
Cresset Asset Management
Illinois
$580K
NA
112
NewEdge Advisors
Louisiana
$553K +$334K +4,588 +155%
FWP
113
Falcon Wealth Planning
California
$533K
SG
114
StoneX Group
New York
$527K -$5.31K -73 -1%
MWM
115
Mattern Wealth Management
Kansas
$527K -$151K -2,078 -22%
AFS
116
AFG Fiduciary Services
Massachusetts
$494K +$491K +6,750 New
PSF
117
Pacific Sun Financial
California
$488K +$1.31K +18 +0.3%
CAG
118
Csenge Advisory Group
Florida
$485K +$131K +1,795 +34%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$484K +$34.2K +470 +8%
WH
120
Willner & Heller
California
$480K +$507K +6,972 New
AMM
121
American Money Management
California
$476K -$72.7K -1,000 -13%
IA
122
Insight Advisors
Pennsylvania
$469K +$73 +1 +0%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$441K -$92.9K -1,277 -18%
KWM
124
Kaydan Wealth Management
Michigan
$421K +$418K +5,742 New
IFG
125
Independent Financial Group
California
$401K +$4.29K +59 +1%