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iShares Morningstar Mid-Cap Growth ETF

215 hedge funds and large institutions have $482M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
3.64%
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
66
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFS
126
AFG Fiduciary Services
Massachusetts
$351K
AMM
127
American Money Management
California
$338K
MA
128
Mutual Advisors
Nebraska
$333K -$36.9K -710 -10%
FTUS
129
Flow Traders U.S.
New York
$313K -$1.01M -19,487 -76%
IA
130
IFG Advisory
Georgia
$303K
DI
131
DAGCO Inc
Ohio
$293K
LNC
132
Lincoln National Corp
Pennsylvania
$284K +$6.07K +117 +2%
Stifel Financial
133
Stifel Financial
Missouri
$283K -$883 -17 -0.3%
Cerity Partners
134
Cerity Partners
New York
$276K +$75.9K +1,458 +38%
MWM
135
Mattern Wealth Management
Kansas
$273K -$99.9K -1,920 -27%
AA
136
Addison Advisors
Vermont
$273K +$273K +5,260 New
Fidelity Investments
137
Fidelity Investments
Massachusetts
$269K -$37.8K -729 -12%
TPCW
138
TD Private Client Wealth
New York
$266K -$73.8K -1,421 -22%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$265K +$265K +5,105 New
EIP
140
Ellis Investment Partners
Pennsylvania
$261K +$311 +6 +0.1%
AWS
141
Atria Wealth Solutions
New York
$259K -$226K -4,360 -47%
RIA
142
Richwood Investment Advisors
Ohio
$259K
KWM
143
Kaydan Wealth Management
Michigan
$257K -$41.1K -792 -14%
KCFA
144
Key Client Fiduciary Advisors
New Jersey
$256K -$48.2K -929 -16%
JAG
145
Journey Advisory Group
Kentucky
$253K +$253K +4,385 New
PA
146
Pinnacle Associates
New York
$249K
TWM
147
Titus Wealth Management
California
$239K
HFA
148
High Falls Advisors
New York
$234K -$15.6K -300 -6%
Truist Financial
149
Truist Financial
North Carolina
$230K -$520 -10 -0.2%
AMG
150
Asset Management Group
Connecticut
$229K +$363 +7 +0.2%