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iShares Morningstar Mid-Cap Growth ETF

216 hedge funds and large institutions have $535M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

11% more capital invested

Capital invested by funds: $483M → $535M (+$51.3M)

2.45% more ownership

Funds ownership: 47.66%50.12% (+2.5%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% less funds holding

Funds holding: 217216 (-1)

Holders
216
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
27
Increased
77
Reduced
64
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$425K
FWP
127
Falcon Wealth Planning
California
$404K
CS
128
Comerica Securities
Michigan
$385K -$442K -7,918 -51%
WH
129
Willner & Heller
California
$384K +$1.39K +25 +0.3%
SOS
130
Silver Oak Securities
Tennessee
$366K +$357K +6,409 New
AWS
131
Atria Wealth Solutions
New York
$349K +$108K +1,939 +39%
NA
132
NewEdge Advisors
Louisiana
$345K +$1.17K +21 +0.3%
CG
133
Colony Group
Massachusetts
$344K -$72.5K -1,300 -16%
AFS
134
AFG Fiduciary Services
Massachusetts
$340K
BFEC
135
Benjamin F. Edwards & Company
Missouri
$338K +$89.6K +1,607 +31%
MA
136
Mutual Advisors
Nebraska
$333K +$11.7K +210 +3%
AMM
137
American Money Management
California
$327K
IFG
138
Independent Financial Group
California
$306K
IA
139
IFG Advisory
Georgia
$294K
LNC
140
Lincoln National Corp
Pennsylvania
$281K +$6.02K +108 +2%
GM
141
GeoWealth Management
Illinois
$281K +$311K +5,576 New
KCFA
142
Key Client Fiduciary Advisors
New Jersey
$269K +$22.9K +410 +8%
ZIMP
143
Zimmermann Investment Management & Planning
Pennsylvania
$268K -$123K -2,198 -29%
VNA
144
Valley National Advisers
Pennsylvania
$265K +$287K +5,145 New
TPCW
145
TD Private Client Wealth
New York
$264K +$6.08K +109 +2%
DI
146
DAGCO Inc
Ohio
$263K -$23.1K -415 -7%
MWM
147
Mattern Wealth Management
Kansas
$263K -$2.01K -36 -0.7%
RI
148
Ridgewood Investments
New Jersey
$255K +$282K +5,059 New
EIP
149
Ellis Investment Partners
Pennsylvania
$254K +$669 +12 +0.2%
KWM
150
Kaydan Wealth Management
Michigan
$249K