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iShares Morningstar Mid-Cap Growth ETF

221 hedge funds and large institutions have $578M 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

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

1% more funds holding

Funds holding: 218221 (+3)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0.66% less ownership

Funds ownership: 47.53%46.87% (-0.66%)

15% less capital invested

Capital invested by funds: $679M → $578M (-$101M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
221
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
3.49%
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
Change in
Stake
AMM
126
American Money Management
California
$418K
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$415K +$415K +6,450 New
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$401K +$8.5K +132 +2%
US Bancorp
129
US Bancorp
Minnesota
$395K -$257K -3,984 -39%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$380K -$44.5K -691 -10%
KCFA
131
Key Client Fiduciary Advisors
New Jersey
$377K +$25.3K +393 +7%
IA
132
IFG Advisory
Georgia
$375K +$120K +1,868 +47%
KWM
133
Kaydan Wealth Management
Michigan
$369K
AA
134
Advisory Alpha
Michigan
$368K +$68.5K +1,064 +23%
GM
135
GeoWealth Management
Illinois
$367K +$368K +5,716 New
CW
136
CreativeOne Wealth
Kansas
$361K -$418K -6,486 -54%
DI
137
DAGCO Inc
Ohio
$357K +$363K +5,645 New
IFG
138
Independent Financial Group
California
$352K
Stifel Financial
139
Stifel Financial
Missouri
$351K -$219K -3,394 -38%
LNC
140
Lincoln National Corp
Pennsylvania
$344K +$70.2K +1,090 +26%
SCA
141
Scott Capital Advisors
Oregon
$335K +$33.7K +523 +11%
WFA
142
WMG Financial Advisors
Tennessee
$333K
EIP
143
Ellis Investment Partners
Pennsylvania
$323K +$386 +6 +0.1%
RIA
144
Richwood Investment Advisors
Ohio
$320K
HFA
145
High Falls Advisors
New York
$309K
PA
146
Pinnacle Associates
New York
$309K
ACM
147
AlphaStar Capital Management
North Carolina
$305K -$2.77K -43 -0.9%
AFG
148
Allegheny Financial Group
Pennsylvania
$297K +$40.9K +635 +16%
TWM
149
Titus Wealth Management
California
$296K -$12.9K -200 -4%
Truist Financial
150
Truist Financial
North Carolina
$285K