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iShares Morningstar Mid-Cap Growth ETF

219 hedge funds and large institutions have $577M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
32
Increased
72
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAMG
151
Brand Asset Management Group
Missouri
$282K
Brown Advisory
152
Brown Advisory
Maryland
$272K
OWA
153
Outlook Wealth Advisors
Texas
$269K -$39K -606 -13%
MCM
154
MAI Capital Management
Ohio
$267K +$2.45K +38 +0.9%
SG
155
StoneX Group
New York
$260K -$203K -3,159 -44%
WIP
156
WealthCare Investment Partners
Rhode Island
$249K +$378 +6 +0.2%
RIA
157
Regal Investment Advisors
Michigan
$247K -$1.19M -18,454 -83%
Cerity Partners
158
Cerity Partners
New York
$247K +$247K +3,843 New
FA
159
FDx Advisors
Illinois
$245K +$322 +5 +0.1%
ICP
160
Interchange Capital Partners
Pennsylvania
$244K +$320 +5 +0.1%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$243K -$42.1K -656 -15%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$239K +$31.3K +489 +15%
LFAS
163
Level Four Advisory Services
Texas
$222K -$515 -8 -0.2%
BAM
164
Belpointe Asset Management
Nevada
$217K +$5.27K +82 +2%
DAM
165
Delta Asset Management
Tennessee
$216K
IA
166
Insight Advisors
Pennsylvania
$209K -$202K -3,146 -49%
LAM
167
LifePro Asset Management
California
$208K +$208K +3,237 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$190K -$9.55K -149 -5%
CSB
169
City State Bank
Iowa
$138K
FHA
170
First Horizon Advisors
Tennessee
$132K
GWM
171
Geneos Wealth Management
Colorado
$128K +$2.69K +42 +2%
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$124K -$61.1K -954 -33%
SJIM
173
St. Johns Investment Management
Florida
$119K -$35.4K -550 -23%
PFS
174
Prospera Financial Services
Texas
$118K +$118K +1,836 New
TAIM
175
TD Ameritrade Investment Management
Nebraska
$108K -$642 -10 -0.6%