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iShares Morningstar Mid-Cap Growth ETF

219 hedge funds and large institutions have $577M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
32
Increased
72
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$415K +$415K +6,450 New
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$401K +$8.62K +132 +2%
US Bancorp
128
US Bancorp
Minnesota
$395K -$256K -3,984 -39%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$380K -$44.4K -691 -10%
KCFA
130
Key Client Fiduciary Advisors
New Jersey
$377K +$25.3K +393 +7%
IA
131
IFG Advisory
Georgia
$375K +$120K +1,868 +47%
KWM
132
Kaydan Wealth Management
Michigan
$369K
AA
133
Advisory Alpha
Michigan
$368K +$68.4K +1,064 +23%
GM
134
GeoWealth Management
Illinois
$367K +$367K +5,716 New
CW
135
CreativeOne Wealth
Kansas
$361K -$417K -6,486 -54%
DI
136
DAGCO Inc
Ohio
$357K +$357K +5,645 New
Stifel Financial
137
Stifel Financial
Missouri
$351K -$218K -3,394 -38%
LNC
138
Lincoln National Corp
Pennsylvania
$344K +$70K +1,090 +26%
SCA
139
Scott Capital Advisors
Oregon
$335K +$33.6K +523 +11%
WFA
140
WMG Financial Advisors
Tennessee
$333K
EIP
141
Ellis Investment Partners
Pennsylvania
$323K +$385 +6 +0.1%
RIA
142
Richwood Investment Advisors
Ohio
$320K
HFA
143
High Falls Advisors
New York
$309K
PA
144
Pinnacle Associates
New York
$309K
ACM
145
AlphaStar Capital Management
North Carolina
$305K -$2.76K -43 -0.9%
AFG
146
Allegheny Financial Group
Pennsylvania
$297K +$40.8K +635 +16%
TWM
147
Titus Wealth Management
California
$296K -$12.9K -200 -4%
Truist Financial
148
Truist Financial
North Carolina
$285K
Renaissance Technologies
149
Renaissance Technologies
New York
$283K -$45K -700 -14%
AMG
150
Asset Management Group
Connecticut
$283K +$385 +6 +0.1%