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iShares Morningstar Mid-Cap Growth ETF

217 hedge funds and large institutions have $483M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.8% more ownership

Funds ownership: 46.87%47.66% (+0.8%)

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

9% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 74

2% less funds holding

Funds holding: 221217 (-4)

16% less capital invested

Capital invested by funds: $578M → $483M (-$94.9M)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
67
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
151
Truist Financial
North Carolina
$230K -$569 -10 -0.2%
AMG
152
Asset Management Group
Connecticut
$229K +$398 +7 +0.2%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$227K -$603K -10,591 -71%
NWMG
154
National Wealth Management Group
Ohio
$227K -$640K -11,238 -72%
BAMG
155
Brand Asset Management Group
Missouri
$226K -$2.85K -50 -1%
BWA
156
Beam Wealth Advisors
Louisiana
$225K -$333K -5,851 -57%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$223K -$123K -2,152 -33%
Brown Advisory
158
Brown Advisory
Maryland
$220K
SCA
159
Scott Capital Advisors
Oregon
$218K -$58.5K -1,027 -20%
MCM
160
MAI Capital Management
Ohio
$215K
LWM
161
Laidlaw Wealth Management
New York
$215K +$236K +4,140 New
SG
162
StoneX Group
New York
$214K +$5.18K +91 +2%
TSS
163
Two Sigma Securities
New York
$214K +$235K +4,124 New
LAM
164
LFS Asset Management
California
$208K +$228K +4,012 New
WIP
165
WealthCare Investment Partners
Rhode Island
$206K +$342 +6 +0.2%
BAM
166
Belpointe Asset Management
Nevada
$202K +$29K +510 +15%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$197K
CF
168
Centaurus Financial
California
$182K -$520K -9,143 -72%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$143K -$11.7K -206 -7%
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
$141K +$44.7K +786 +41%
HI
171
Harbour Investments
Wisconsin
$138K +$151K +2,651 New
SWM
172
SeaCrest Wealth Management
New York
$132K +$144K +2,534 New
EBA
173
Eagle Bay Advisors
New York
$125K +$137K +2,400 New
CSB
174
City State Bank
Iowa
$112K
TAIM
175
TD Ameritrade Investment Management
Nebraska
$79K -$8.88K -156 -9%