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iShares Morningstar Mid-Cap Growth ETF

218 hedge funds and large institutions have $679M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

22% more capital invested

Capital invested by funds: $558M → $679M (+$121M)

20% more funds holding

Funds holding: 182218 (+36)

3.14% more ownership

Funds ownership: 44.39%47.53% (+3.1%)

Holders
218
Holders Change
+36
Holders Change %
+19.78%
% of All Funds
3.35%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
54
Increased
64
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
126
Key Client Fiduciary Advisors
New Jersey
$401K +$398K +5,469 New
TRCT
127
Tower Research Capital (TRC)
New York
$377K +$148K +2,034 +65%
WFA
128
WMG Financial Advisors
Tennessee
$377K +$375K +5,160 New
Renaissance Technologies
129
Renaissance Technologies
New York
$374K +$371K +5,100 New
EIP
130
Ellis Investment Partners
Pennsylvania
$368K +$509 +7 +0.1%
RIA
131
Richwood Investment Advisors
Ohio
$365K +$362K +4,980 New
HFA
132
High Falls Advisors
New York
$352K
MFW
133
Meristem Family Wealth
Minnesota
$352K
PA
134
Pinnacle Associates
New York
$352K
TWM
135
Titus Wealth Management
California
$352K
OWA
136
Outlook Wealth Advisors
Texas
$351K -$10.4K -143 -3%
SWP
137
Stratos Wealth Partners
Ohio
$350K +$347K +4,777 New
SCA
138
Scott Capital Advisors
Oregon
$344K +$341K +4,694 New
AA
139
Advisory Alpha
Michigan
$341K +$339K +4,660 New
Truist Financial
140
Truist Financial
North Carolina
$325K -$48.8K -671 -13%
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$325K +$29.8K +410 +10%
BAMG
142
Brand Asset Management Group
Missouri
$322K
AMG
143
Asset Management Group
Connecticut
$322K +$1.02K +14 +0.3%
ACM
144
AlphaStar Capital Management
North Carolina
$322K +$67.9K +934 +24%
LNC
145
Lincoln National Corp
Pennsylvania
$313K +$310K +4,264 New
Brown Advisory
146
Brown Advisory
Maryland
$310K
MCM
147
MAI Capital Management
Ohio
$301K
AFG
148
Allegheny Financial Group
Pennsylvania
$292K +$20.1K +276 +7%
BCM
149
Brookstone Capital Management
Illinois
$292K +$41.7K +573 +16%
IA
150
IFG Advisory
Georgia
$291K