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iShares Morningstar Mid-Cap Growth ETF

182 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 19 closing their positions.

Holders
182
Holders Change
-8
Holders Change %
-4.21%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
59
Reduced
71
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
151
Advisory Services Network
Georgia
$115K +$115K +1,674 New
JPMorgan Chase & Co
152
JPMorgan Chase & Co
New York
$83K
GEA
153
Glen Eagle Advisors
New Jersey
$74.4K
MFT
154
Moisand Fitzgerald Tamayo
Florida
$74K +$20.7K +300 +39%
MHR
155
Matthew Hamilton Rosenberg
$67K
CAL
156
Capital Advisors Ltd
Ohio
$62K -$2.1M -30,708 -97%
William Blair & Company
157
William Blair & Company
Illinois
$61K
MFA
158
McClarren Financial Advisors
Pennsylvania
$59K -$136 -2 -0.2%
TCM
159
TD Capital Management
Tennessee
$48K +$69 +1 +0.1%
SFPG
160
Stonebridge Financial Planning Group
Florida
$41K
IF
161
Ironwood Financial
Arizona
$39K
FCB
162
First Command Bank
Texas
$38K -$13.8K -200 -27%
FCFS
163
First Command Financial Services
Texas
$38K -$13.8K -200 -27%
JCM
164
Jacobi Capital Management
Pennsylvania
$33K
RPCA
165
Running Point Capital Advisors
California
$28K +$28K +400 New
CFGS
166
Concourse Financial Group Securities
Alabama
$27K
SWM
167
Selective Wealth Management
Virginia
$21K +$21K +300 New
WT
168
Whittier Trust
California
$17K
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5K
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$8.92K +131 +218%
GWSG
171
GPS Wealth Strategies Group
Colorado
$11K -$16.3K -240 -60%
CMA
172
Cedar Mountain Advisors
Oregon
$11K
BA
173
Ballast Advisors
Minnesota
$8K
OIA
174
Optimum Investment Advisors
Illinois
$8K
PA
175
Parallel Advisors
California
$7K