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iShares Morningstar Mid-Cap Growth ETF

217 hedge funds and large institutions have $483M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.8% more ownership

Funds ownership: 46.87%47.66% (+0.8%)

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

9% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 74

2% less funds holding

Funds holding: 221217 (-4)

16% less capital invested

Capital invested by funds: $578M → $483M (-$94.9M)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
67
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
101
NWAM LLC
Washington
$597K +$69.2K +1,215 +12%
TWC
102
TD Waterhouse Canada
Ontario, Canada
$584K -$17K -299 -3%
LWAC
103
Laurel Wealth Advisors (California)
California
$583K +$31K +545 +5%
HIA
104
Harbor Investment Advisory
Maryland
$576K -$2.28K -40 -0.4%
CAM
105
Cresset Asset Management
Illinois
$554K +$155K +2,730 +34%
AFP
106
Ausdal Financial Partners
Iowa
$538K -$32.3K -568 -5%
WWM
107
Windsor Wealth Management
Indiana
$526K
PSF
108
Pacific Sun Financial
California
$522K +$197K +3,454 +52%
PFO
109
Pathstone Family Office
New Jersey
$499K +$546K +9,600 New
RW
110
Rede Wealth
Virginia
$495K -$755K -13,269 -58%
TC
111
TAP Consulting
Missouri
$492K -$578K -10,147 -52%
OPS
112
Orion Portfolio Solutions
Nebraska
$468K -$137K -2,410 -21%
AF
113
AtlasMark Financial
Texas
$467K
IWM
114
IHT Wealth Management
Illinois
$464K +$57K +1,001 +13%
CA
115
Cetera Advisors
Colorado
$444K +$21.5K +377 +5%
HighTower Advisors
116
HighTower Advisors
Illinois
$437K
CAAS
117
Capital Asset Advisory Services
Michigan
$426K +$47.9K +842 +11%
CG
118
Colony Group
Massachusetts
$422K
AF
119
Advisornet Financial
Minnesota
$421K -$916K -16,095 -67%
FWP
120
Falcon Wealth Planning
California
$417K -$111K -1,954 -20%
WH
121
Willner & Heller
California
$395K +$35.2K +619 +9%
Jane Street
122
Jane Street
New York
$393K +$431K +7,567 New
ZIMP
123
Zimmermann Investment Management & Planning
Pennsylvania
$391K -$78.2K -1,374 -15%
Renaissance Technologies
124
Renaissance Technologies
New York
$390K +$176K +3,100 +70%
AFG
125
Allegheny Financial Group
Pennsylvania
$378K +$151K +2,651 +57%