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iShares Morningstar Mid-Cap Growth ETF

180 hedge funds and large institutions have $557M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$61K 882
MFA
152
McClarren Financial Advisors
Pennsylvania
$59K 869 +1 +0.1%
TCM
153
TD Capital Management
Tennessee
$48K 698 +1 +0.1%
SFPG
154
Stonebridge Financial Planning Group
Florida
$44K 588
ACA
155
Aptus Capital Advisors
Alabama
$41K 596 -17,166 -97%
IF
156
Ironwood Financial
Arizona
$39K 570
FCB
157
First Command Bank
Texas
$38K 550
FCFS
158
First Command Financial Services
Texas
$38K 550
RPCA
159
Running Point Capital Advisors
California
$34K 500 +100 +25%
JCM
160
Jacobi Capital Management
Pennsylvania
$33K 474
CFGS
161
Concourse Financial Group Securities
Alabama
$27K 390
AIC
162
Archer Investment Corporation
Indiana
$23.6K 342 +342 New
WT
163
Whittier Trust
California
$17K 240
CIAS
164
Capital Investment Advisory Services
North Carolina
$16K 234 +234 New
PA
165
PSI Advisors
Florida
$16K 239 +239 New
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.5K 210
NFG
167
Next Financial Group
Texas
$13K 194 -1,488 -88%
PFGIA
168
Patriot Financial Group Insurance Agency
Massachusetts
$13K 191
GWSG
169
GPS Wealth Strategies Group
Colorado
$11K 162
CMA
170
Cedar Mountain Advisors
Oregon
$11K 156
GWMIA
171
Global Wealth Management Investment Advisory
Florida
$11K 154 +154 New
BA
172
Ballast Advisors
Minnesota
$8K 120
KFI
173
Key Financial Inc
Pennsylvania
$7K 96
PA
174
Parallel Advisors
California
$7K 108
S
175
SignatureFD
Georgia
$4K 60