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iShares Morningstar Mid-Cap Growth ETF

214 hedge funds and large institutions have $534M 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
Holders
214
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.7%
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
Shares
Change %
SWM
151
SeaCrest Wealth Management
New York
$238K +$110K +2,196 +87%
SCA
152
Scott Capital Advisors
Oregon
$234K +$23.1K +460 +11%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$232K -$29.5K -584 -11%
HFA
154
High Falls Advisors
New York
$227K
Truist Financial
155
Truist Financial
North Carolina
$223K
AMG
156
Asset Management Group
Connecticut
$222K
RIA
157
Richwood Investment Advisors
Ohio
$221K -$30.3K -600 -12%
JAG
158
Journey Advisory Group
Kentucky
$221K
BAMG
159
Brand Asset Management Group
Missouri
$219K
CA
160
Cetera Advisors
Colorado
$218K -$213K -4,215 -49%
BWA
161
Beam Wealth Advisors
Louisiana
$216K -$2.78K -55 -1%
Brown Advisory
162
Brown Advisory
Maryland
$213K
LWM
163
Laidlaw Wealth Management
New York
$209K
MCM
164
MAI Capital Management
Ohio
$209K
SG
165
StoneX Group
New York
$207K -$1.26K -25 -0.6%
RIA
166
Regal Investment Advisors
Michigan
$206K +$206K +4,084 New
CIC
167
Carnegie Investment Counsel
Ohio
$204K +$204K +4,045 New
WIP
168
WealthCare Investment Partners
Rhode Island
$200K +$554 +11 +0.3%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$191K
BAM
170
Belpointe Asset Management
Nevada
$189K -$6.49K -129 -3%
CF
171
Centaurus Financial
California
$177K +$604 +12 +0.3%
HI
172
Harbour Investments
Wisconsin
$138K
EBA
173
Eagle Bay Advisors
New York
$121K
CSB
174
City State Bank
Iowa
$108K
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$106K -$31.7K -626 -23%