IMCG icon

iShares Morningstar Mid-Cap Growth ETF

215 hedge funds and large institutions have $482M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 33 closing their positions.

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
3.64%
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
66
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NL
101
NWAM LLC
Washington
$597K 11,215 +1,215 +12%
TWC
102
TD Waterhouse Canada
Ontario, Canada
$584K 11,071 -299 -3%
LWAC
103
Laurel Wealth Advisors (California)
California
$583K 11,224 +545 +5%
HIA
104
Harbor Investment Advisory
Maryland
$576K 11,090 -40 -0.4%
CAM
105
Cresset Asset Management
Illinois
$554K 10,644 +2,730 +34%
AFP
106
Ausdal Financial Partners
Iowa
$538K 10,352 -568 -5%
WWM
107
Windsor Wealth Management
Indiana
$526K 9,876
PSF
108
Pacific Sun Financial
California
$522K 10,049 +3,454 +52%
PFO
109
Pathstone Family Office
New Jersey
$499K 9,600 +9,600 New
RW
110
Rede Wealth
Virginia
$495K 9,537 -13,269 -58%
TC
111
TAP Consulting
Missouri
$492K 9,477 -10,147 -52%
OPS
112
Orion Portfolio Solutions
Nebraska
$468K 9,019 -2,410 -21%
IWM
113
IHT Wealth Management
Illinois
$464K 8,930 +1,001 +13%
CA
114
Cetera Advisors
Colorado
$444K 8,539 +377 +5%
HighTower Advisors
115
HighTower Advisors
Illinois
$437K 8,434
CAAS
116
Capital Asset Advisory Services
Michigan
$426K 8,195 +842 +11%
CG
117
Colony Group
Massachusetts
$422K 8,130
AF
118
Advisornet Financial
Minnesota
$421K 8,107 -16,095 -67%
FWP
119
Falcon Wealth Planning
California
$417K 8,019 -1,954 -20%
WH
120
Willner & Heller
California
$395K 7,602 +619 +9%
Jane Street
121
Jane Street
New York
$393K 7,567 +7,567 New
ZIMP
122
Zimmermann Investment Management & Planning
Pennsylvania
$391K 7,522 -1,374 -15%
Renaissance Technologies
123
Renaissance Technologies
New York
$390K 7,500 +3,100 +70%
AFG
124
Allegheny Financial Group
Pennsylvania
$378K 7,279 +2,651 +57%
NA
125
NewEdge Advisors
Louisiana
$354K 6,830 +6,830 New