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iShares Morningstar Mid-Cap Growth ETF

218 hedge funds and large institutions have $679M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

22% more capital invested

Capital invested by funds: $558M → $679M (+$121M)

20% more funds holding

Funds holding: 182218 (+36)

3.14% more ownership

Funds ownership: 44.39%47.53% (+3.1%)

Holders
218
Holders Change
+36
Holders Change %
+19.78%
% of All Funds
3.35%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
54
Increased
64
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
151
WealthCare Investment Partners
Rhode Island
$289K +$287K +3,946 New
FA
152
FDx Advisors
Illinois
$279K
ICP
153
Interchange Capital Partners
Pennsylvania
$278K +$277K +3,805 New
LFAS
154
Level Four Advisory Services
Texas
$253K +$251K +3,458 New
CIBC World Market
155
CIBC World Market
Ontario, Canada
$250K
PMG
156
ProVise Management Group
Florida
$250K +$249K +3,420 New
DAM
157
Delta Asset Management
Tennessee
$246K
BAM
158
Belpointe Asset Management
Nevada
$241K -$6.04K -83 -2%
Bank of New York Mellon
159
Bank of New York Mellon
New York
$237K
VAS
160
Vestmark Advisory Solutions
Massachusetts
$235K +$233K +3,208 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$228K +$9.16K +126 +4%
MYIA
162
Mount Yale Investment Advisors
Colorado
$216K +$215K +2,953 New
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$212K -$1.46M -20,127 -87%
HA
164
Herold Advisors
New York
$202K -$4.36K -60 -2%
HI
165
Harbour Investments
Wisconsin
$197K -$32.2K -443 -14%
EBA
166
Eagle Bay Advisors
New York
$176K
SJIM
167
St. Johns Investment Management
Florida
$176K
GIP
168
Granite Investment Partners
California
$162K +$161K +2,210 New
CSB
169
City State Bank
Iowa
$157K +$156K +2,148 New
FHA
170
First Horizon Advisors
Tennessee
$150K -$65.9K -906 -31%
AF
171
Advisornet Financial
Minnesota
$148K +$25.5K +351 +21%
GWM
172
Geneos Wealth Management
Colorado
$143K -$21.7K -298 -13%
S
173
Surevest
California
$137K +$136K +1,866 New
HI
174
Hudock Inc
Pennsylvania
$131K +$145 +2 +0.1%
TAIM
175
TD Ameritrade Investment Management
Nebraska
$124K +$96.4K +1,326 +362%