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iShares Morningstar Mid-Cap Growth ETF

215 hedge funds and large institutions have $482M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
3.64%
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
66
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$227K -$550K -10,591 -71%
NWMG
152
National Wealth Management Group
Ohio
$227K -$584K -11,238 -72%
BAMG
153
Brand Asset Management Group
Missouri
$226K -$2.6K -50 -1%
BWA
154
Beam Wealth Advisors
Louisiana
$225K -$304K -5,851 -57%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$223K -$112K -2,152 -33%
Brown Advisory
156
Brown Advisory
Maryland
$220K
SCA
157
Scott Capital Advisors
Oregon
$218K -$53.4K -1,027 -20%
MCM
158
MAI Capital Management
Ohio
$215K
LWM
159
Laidlaw Wealth Management
New York
$215K +$215K +4,140 New
SG
160
StoneX Group
New York
$214K +$4.73K +91 +2%
TSS
161
Two Sigma Securities
New York
$214K +$214K +4,124 New
LAM
162
LFS Asset Management
California
$208K +$208K +4,012 New
WIP
163
WealthCare Investment Partners
Rhode Island
$206K +$312 +6 +0.2%
BAM
164
Belpointe Asset Management
Nevada
$202K +$26.5K +510 +15%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$197K
CF
166
Centaurus Financial
California
$182K -$475K -9,143 -72%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$143K -$10.7K -206 -7%
Qube Research & Technologies (QRT)
168
Qube Research & Technologies (QRT)
United Kingdom
$141K +$40.7K +786 +41%
HI
169
Harbour Investments
Wisconsin
$138K +$138K +2,651 New
SWM
170
SeaCrest Wealth Management
New York
$132K +$132K +2,534 New
EBA
171
Eagle Bay Advisors
New York
$125K +$125K +2,400 New
CSB
172
City State Bank
Iowa
$112K
TAIM
173
TD Ameritrade Investment Management
Nebraska
$79K -$8.08K -156 -9%
SJIM
174
St. Johns Investment Management
Florida
$78K -$18.7K -357 -19%
GWM
175
Geneos Wealth Management
Colorado
$76K -$28.8K -549 -27%