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iShares Morningstar Mid-Cap Growth ETF

214 hedge funds and large institutions have $534M 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
Holders
214
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.7%
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
Shares
Change %
FWP
126
Falcon Wealth Planning
California
$404K
CS
127
Comerica Securities
Michigan
$385K -$399K -7,918 -51%
WH
128
Willner & Heller
California
$384K +$1.26K +25 +0.3%
SOS
129
Silver Oak Securities
Tennessee
$366K +$366K +6,409 New
AWS
130
Atria Wealth Solutions
New York
$349K +$97.7K +1,939 +39%
NA
131
NewEdge Advisors
Louisiana
$345K +$1.06K +21 +0.3%
CG
132
Colony Group
Massachusetts
$344K -$65.5K -1,300 -16%
AFS
133
AFG Fiduciary Services
Massachusetts
$340K
BFEC
134
Benjamin F. Edwards & Company
Missouri
$338K +$80.9K +1,607 +31%
MA
135
Mutual Advisors
Nebraska
$333K +$10.6K +210 +3%
AMM
136
American Money Management
California
$327K
IA
137
IFG Advisory
Georgia
$294K
LNC
138
Lincoln National Corp
Pennsylvania
$281K +$5.44K +108 +2%
GM
139
GeoWealth Management
Illinois
$281K +$281K +5,576 New
KCFA
140
Key Client Fiduciary Advisors
New Jersey
$269K +$20.6K +410 +8%
ZIMP
141
Zimmermann Investment Management & Planning
Pennsylvania
$268K -$111K -2,198 -29%
VNA
142
Valley National Advisers
Pennsylvania
$265K +$265K +5,145 New
TPCW
143
TD Private Client Wealth
New York
$264K +$5.49K +109 +2%
DI
144
DAGCO Inc
Ohio
$263K -$20.9K -415 -7%
MWM
145
Mattern Wealth Management
Kansas
$263K -$1.82K -36 -0.7%
RI
146
Ridgewood Investments
New Jersey
$255K +$255K +5,059 New
EIP
147
Ellis Investment Partners
Pennsylvania
$254K +$603 +12 +0.2%
KWM
148
Kaydan Wealth Management
Michigan
$249K
LA
149
LexAurum Advisors
Kansas
$247K +$247K +4,911 New
PA
150
Pinnacle Associates
New York
$242K