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iShares Morningstar Mid-Cap Growth ETF

216 hedge funds and large institutions have $535M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

11% more capital invested

Capital invested by funds: $483M → $535M (+$51.3M)

2.45% more ownership

Funds ownership: 47.66%50.12% (+2.5%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% less funds holding

Funds holding: 217216 (-1)

Holders
216
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
27
Increased
77
Reduced
64
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
151
LexAurum Advisors
Kansas
$247K +$274K +4,911 New
PA
152
Pinnacle Associates
New York
$242K
SWM
153
SeaCrest Wealth Management
New York
$238K +$122K +2,196 +87%
SCA
154
Scott Capital Advisors
Oregon
$234K +$25.6K +460 +11%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$232K -$32.6K -584 -11%
HFA
156
High Falls Advisors
New York
$227K
Truist Financial
157
Truist Financial
North Carolina
$223K
AMG
158
Asset Management Group
Connecticut
$222K
RIA
159
Richwood Investment Advisors
Ohio
$221K -$33.5K -600 -12%
JAG
160
Journey Advisory Group
Kentucky
$221K
BAMG
161
Brand Asset Management Group
Missouri
$219K
CA
162
Cetera Advisors
Colorado
$218K -$235K -4,215 -49%
BWA
163
Beam Wealth Advisors
Louisiana
$216K -$3.07K -55 -1%
Brown Advisory
164
Brown Advisory
Maryland
$213K
LWM
165
Laidlaw Wealth Management
New York
$209K
MCM
166
MAI Capital Management
Ohio
$209K
SG
167
StoneX Group
New York
$207K -$1.39K -25 -0.6%
RIA
168
Regal Investment Advisors
Michigan
$206K +$228K +4,084 New
CIC
169
Carnegie Investment Counsel
Ohio
$204K +$226K +4,045 New
WIP
170
WealthCare Investment Partners
Rhode Island
$200K +$613 +11 +0.3%
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$191K
BAM
172
Belpointe Asset Management
Nevada
$189K -$7.19K -129 -3%
CF
173
Centaurus Financial
California
$177K +$669 +12 +0.3%
HI
174
Harbour Investments
Wisconsin
$138K
EBA
175
Eagle Bay Advisors
New York
$121K