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iShares Morningstar Mid-Cap Growth ETF

217 hedge funds and large institutions have $483M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.8% more ownership

Funds ownership: 46.87%47.66% (+0.8%)

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

9% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 74

2% less funds holding

Funds holding: 221217 (-4)

16% less capital invested

Capital invested by funds: $578M → $483M (-$94.9M)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
67
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
NewEdge Advisors
Louisiana
$354K +$389K +6,830 New
AFS
127
AFG Fiduciary Services
Massachusetts
$351K
AMM
128
American Money Management
California
$338K
MA
129
Mutual Advisors
Nebraska
$333K -$40.4K -710 -10%
IFG
130
Independent Financial Group
California
$315K +$33.8K +593 +11%
FTUS
131
Flow Traders U.S.
New York
$313K -$1.11M -19,487 -76%
IA
132
IFG Advisory
Georgia
$303K
DI
133
DAGCO Inc
Ohio
$293K
LNC
134
Lincoln National Corp
Pennsylvania
$284K +$6.66K +117 +2%
Stifel Financial
135
Stifel Financial
Missouri
$283K -$968 -17 -0.3%
Cerity Partners
136
Cerity Partners
New York
$276K +$83K +1,458 +38%
MWM
137
Mattern Wealth Management
Kansas
$273K -$109K -1,920 -27%
AA
138
Addison Advisors
Vermont
$273K +$299K +5,260 New
Fidelity Investments
139
Fidelity Investments
Massachusetts
$269K -$41.5K -729 -12%
TPCW
140
TD Private Client Wealth
New York
$266K -$80.9K -1,421 -22%
BFEC
141
Benjamin F. Edwards & Company
Missouri
$265K +$291K +5,105 New
EIP
142
Ellis Investment Partners
Pennsylvania
$261K +$342 +6 +0.1%
AWS
143
Atria Wealth Solutions
New York
$259K -$248K -4,360 -47%
RIA
144
Richwood Investment Advisors
Ohio
$259K
KWM
145
Kaydan Wealth Management
Michigan
$257K -$45.1K -792 -14%
KCFA
146
Key Client Fiduciary Advisors
New Jersey
$256K -$52.9K -929 -16%
JAG
147
Journey Advisory Group
Kentucky
$253K +$250K +4,385 New
PA
148
Pinnacle Associates
New York
$249K
TWM
149
Titus Wealth Management
California
$239K
HFA
150
High Falls Advisors
New York
$234K -$17.1K -300 -6%