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iShares Morningstar Mid-Cap Growth ETF

221 hedge funds and large institutions have $578M 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

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

1% more funds holding

Funds holding: 218221 (+3)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0.66% less ownership

Funds ownership: 47.53%46.87% (-0.66%)

15% less capital invested

Capital invested by funds: $679M → $578M (-$101M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
221
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
3.49%
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
Change in
Stake
Renaissance Technologies
151
Renaissance Technologies
New York
$283K -$45.1K -700 -14%
AMG
152
Asset Management Group
Connecticut
$283K +$386 +6 +0.1%
BAMG
153
Brand Asset Management Group
Missouri
$282K
Brown Advisory
154
Brown Advisory
Maryland
$272K
OWA
155
Outlook Wealth Advisors
Texas
$269K -$39K -606 -13%
MCM
156
MAI Capital Management
Ohio
$267K +$2.45K +38 +0.9%
SG
157
StoneX Group
New York
$260K -$203K -3,159 -44%
WIP
158
WealthCare Investment Partners
Rhode Island
$249K +$386 +6 +0.2%
RIA
159
Regal Investment Advisors
Michigan
$247K -$1.19M -18,454 -83%
Cerity Partners
160
Cerity Partners
New York
$247K +$247K +3,843 New
FA
161
FDx Advisors
Illinois
$245K +$322 +5 +0.1%
ICP
162
Interchange Capital Partners
Pennsylvania
$244K +$322 +5 +0.1%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$243K -$42.2K -656 -15%
Bank of New York Mellon
164
Bank of New York Mellon
New York
$239K +$31.5K +489 +15%
LFAS
165
Level Four Advisory Services
Texas
$222K -$515 -8 -0.2%
BAM
166
Belpointe Asset Management
Nevada
$217K +$5.28K +82 +2%
DAM
167
Delta Asset Management
Tennessee
$216K
IA
168
Insight Advisors
Pennsylvania
$209K -$203K -3,146 -49%
LAM
169
LifePro Asset Management
California
$208K +$208K +3,237 New
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$190K -$9.6K -149 -5%
CSB
171
City State Bank
Iowa
$138K
FHA
172
First Horizon Advisors
Tennessee
$132K
GWM
173
Geneos Wealth Management
Colorado
$128K +$2.71K +42 +2%
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$124K -$61.4K -954 -33%
SJIM
175
St. Johns Investment Management
Florida
$119K -$35.4K -550 -23%