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iShares Morningstar Mid-Cap Growth ETF

180 hedge funds and large institutions have $557M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
126
Allegheny Financial Group
Pennsylvania
$256K +$28.9K +419 +13%
LFF
127
Level Four Financial
Texas
$239K -$964 -14 -0.4%
CIBC World Market
128
CIBC World Market
Ontario, Canada
$236K -$58.4K -846 -20%
BAM
129
Belpointe Asset Management
Nevada
$233K -$14.3K -207 -6%
DAM
130
Delta Asset Management
Tennessee
$231K
Bank of New York Mellon
131
Bank of New York Mellon
New York
$223K +$69 +1 +0%
HI
132
Harbour Investments
Wisconsin
$216K
TRCT
133
Tower Research Capital (TRC)
New York
$215K -$376K -5,443 -64%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$206K
NA
135
NewEdge Advisors
Louisiana
$204K -$590K -8,581 -74%
FHA
136
First Horizon Advisors
Tennessee
$204K
HA
137
Herold Advisors
New York
$194K +$194K +2,820 New
FP
138
Financial Perspectives
Minnesota
$171K
EBA
139
Eagle Bay Advisors
New York
$165K
SJIM
140
St. Johns Investment Management
Florida
$165K
GWM
141
Geneos Wealth Management
Colorado
$156K +$69 +1 +0%
HI
142
Hudock Inc
Pennsylvania
$123K +$137 +2 +0.1%
TAIM
143
TD Ameritrade Investment Management
Nebraska
$117K -$465K -1,456 -80%
AF
144
Advisornet Financial
Minnesota
$115K +$115K +1,672 New
SWM
145
Selective Wealth Management
Virginia
$103K +$82.4K +1,200 +400%
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$83K
GEA
147
Glen Eagle Advisors
New Jersey
$74.4K
MFT
148
Moisand Fitzgerald Tamayo
Florida
$74K
MHR
149
Matthew Hamilton Rosenberg
$67K
CAL
150
Capital Advisors Ltd
Ohio
$62K