IMCG icon

iShares Morningstar Mid-Cap Growth ETF

219 hedge funds and large institutions have $577M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 27 closing their positions.

Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
32
Increased
72
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AFP
101
Ausdal Financial Partners
Iowa
$702K 10,920 -2,928 -21%
LWAC
102
Laurel Wealth Advisors (California)
California
$686K 10,679 +155 +1%
BWA
103
Beam Wealth Advisors
Louisiana
$655K 10,187 +494 +5%
NL
104
NWAM LLC
Washington
$643K 10,000 +1,952 +24%
FWP
105
Falcon Wealth Planning
California
$641K 9,973 +2,700 +37%
WWM
106
Windsor Wealth Management
Indiana
$621K 9,876
EVM
107
Eaton Vance Management
Massachusetts
$617K 9,600
AWS
108
Atria Wealth Solutions
New York
$601K 9,353 +9,353 New
ZIMP
109
Zimmermann Investment Management & Planning
Pennsylvania
$572K 8,896 -5,184 -37%
AWA
110
Arkadios Wealth Advisors
Georgia
$567K 8,817 -4,009 -31%
HighTower Advisors
111
HighTower Advisors
Illinois
$542K 8,434 +111 +1%
MSA
112
Marino Stram & Associates
Massachusetts
$529K 8,222 +8,222 New
CA
113
Cetera Advisors
Colorado
$525K 8,162 -971 -11%
CG
114
Colony Group
Massachusetts
$523K 8,130
WH
115
Willner & Heller
California
$511K 6,983 +11 +0.2%
IWM
116
IHT Wealth Management
Illinois
$510K 7,929 -958 -11%
CAM
117
Cresset Asset Management
Illinois
$509K 7,914
IIC
118
Integrated Investment Consultants
Michigan
$487K 7,582 -1,927 -20%
CAAS
119
Capital Asset Advisory Services
Michigan
$473K 7,353 +7,353 New
MWM
120
Mattern Wealth Management
Kansas
$461K 7,168 -24 -0.3%
MA
121
Mutual Advisors
Nebraska
$457K 7,115 +7,115 New
AFS
122
AFG Fiduciary Services
Massachusetts
$434K 6,750
PSF
123
Pacific Sun Financial
California
$424K 6,595 -65 -1%
TPCW
124
TD Private Client Wealth
New York
$421K 6,546 -1,380 -17%
AMM
125
American Money Management
California
$418K 6,500