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iShares Morningstar Mid-Cap Growth ETF

221 hedge funds and large institutions have $578M 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.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

1% more funds holding

Funds holding: 218221 (+3)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0.66% less ownership

Funds ownership: 47.53%46.87% (-0.66%)

15% less capital invested

Capital invested by funds: $679M → $578M (-$101M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
221
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
3.49%
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 Holding Trade Value Shares
Change
Change in
Stake
AFP
101
Ausdal Financial Partners
Iowa
$702K -$189K -2,928 -21%
LWAC
102
Laurel Wealth Advisors (California)
California
$686K +$9.98K +155 +1%
BWA
103
Beam Wealth Advisors
Louisiana
$655K +$31.8K +494 +5%
NL
104
NWAM LLC
Washington
$643K +$126K +1,952 +24%
FWP
105
Falcon Wealth Planning
California
$641K +$174K +2,700 +37%
WWM
106
Windsor Wealth Management
Indiana
$621K
EVM
107
Eaton Vance Management
Massachusetts
$617K
AWS
108
Atria Wealth Solutions
New York
$601K +$602K +9,353 New
AF
109
AtlasMark Financial
Texas
$579K
ZIMP
110
Zimmermann Investment Management & Planning
Pennsylvania
$572K -$334K -5,184 -37%
AWA
111
Arkadios Wealth Advisors
Georgia
$567K -$258K -4,009 -31%
HighTower Advisors
112
HighTower Advisors
Illinois
$542K +$7.15K +111 +1%
MSA
113
Marino Stram & Associates
Massachusetts
$529K +$529K +8,222 New
CA
114
Cetera Advisors
Colorado
$525K -$62.5K -971 -11%
CG
115
Colony Group
Massachusetts
$523K
WH
116
Willner & Heller
California
$511K +$708 +11 +0.2%
IWM
117
IHT Wealth Management
Illinois
$510K -$61.7K -958 -11%
CAM
118
Cresset Asset Management
Illinois
$509K
IIC
119
Integrated Investment Consultants
Michigan
$487K -$124K -1,927 -20%
CAAS
120
Capital Asset Advisory Services
Michigan
$473K +$473K +7,353 New
MWM
121
Mattern Wealth Management
Kansas
$461K -$1.54K -24 -0.3%
MA
122
Mutual Advisors
Nebraska
$457K +$458K +7,115 New
AFS
123
AFG Fiduciary Services
Massachusetts
$434K
PSF
124
Pacific Sun Financial
California
$424K -$4.19K -65 -1%
TPCW
125
TD Private Client Wealth
New York
$421K -$88.9K -1,380 -17%