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iShares Morningstar Mid-Cap Growth ETF

216 hedge funds and large institutions have $535M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

11% more capital invested

Capital invested by funds: $483M → $535M (+$51.3M)

2.45% more ownership

Funds ownership: 47.66%50.12% (+2.5%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% less funds holding

Funds holding: 217216 (-1)

Holders
216
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
27
Increased
77
Reduced
64
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$661K +$427K +7,664 +141%
FTS
102
Fifth Third Securities
Ohio
$649K -$62.6K -1,123 -8%
SPC
103
Sigma Planning Corp
Michigan
$614K -$395K -7,090 -37%
DWMG
104
DB Wealth Management Group
California
$614K -$92.8K -1,665 -12%
PSF
105
Pacific Sun Financial
California
$602K +$106K +1,895 +19%
FSC
106
Full Sail Capital
Oklahoma
$580K
KA
107
Kovack Advisors
Florida
$572K -$9.76K -175 -2%
HIA
108
Harbor Investment Advisory
Maryland
$559K
AF
109
Advisornet Financial
Minnesota
$553K +$160K +2,873 +35%
TWC
110
TD Waterhouse Canada
Ontario, Canada
$553K -$21.4K -383 -3%
SAS
111
SMI Advisory Services
Indiana
$540K -$377K -6,761 -39%
JWCA
112
J.W. Cole Advisors
Florida
$538K -$260K -4,655 -30%
CAM
113
Cresset Asset Management
Illinois
$537K
AFP
114
Ausdal Financial Partners
Iowa
$523K +$1.28K +23 +0.2%
HH
115
Hilltop Holdings
Texas
$522K +$578K +10,362 New
HAIM
116
Hunter Associates Investment Management
Pennsylvania
$516K +$569K +10,205 New
WWM
117
Windsor Wealth Management
Indiana
$507K
TC
118
TAP Consulting
Missouri
$484K +$6.91K +124 +1%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$478K +$286K +5,128 +117%
RW
120
Rede Wealth
Virginia
$477K -$3.68K -66 -0.7%
OPS
121
Orion Portfolio Solutions
Nebraska
$472K +$20K +359 +4%
IWM
122
IHT Wealth Management
Illinois
$456K +$7.08K +127 +1%
AF
123
AtlasMark Financial
Texas
$453K
AFG
124
Allegheny Financial Group
Pennsylvania
$447K +$89K +1,597 +22%
CAAS
125
Capital Asset Advisory Services
Michigan
$444K +$34.9K +625 +8%