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iShares Morningstar Mid-Cap Growth ETF

225 hedge funds and large institutions have $1.94B invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+11
Holders Change %
+5.14%
% of All Funds
3.63%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
32
Increased
88
Reduced
60
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
151
Regal Investment Advisors
Michigan
$304K +$84.1K +1,560 +38%
PCA
152
Prosperity Capital Advisors
Ohio
$294K +$294K +5,465 New
GWM
153
Geneos Wealth Management
Colorado
$284K +$229K +4,249 +418%
LA
154
LexAurum Advisors
Kansas
$275K +$10.7K +198 +4%
KWM
155
Kaydan Wealth Management
Michigan
$267K
PA
156
Pinnacle Associates
New York
$259K
SWM
157
SeaCrest Wealth Management
New York
$257K +$2.05K +38 +0.8%
CA
158
Cetera Advisors
Colorado
$253K +$20.3K +376 +9%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$252K +$4.2K +78 +2%
CIC
160
Carnegie Investment Counsel
Ohio
$249K +$31.3K +580 +14%
MWM
161
Mattern Wealth Management
Kansas
$248K -$32.5K -603 -12%
KCFA
162
Key Client Fiduciary Advisors
New Jersey
$243K -$44.6K -828 -15%
AMG
163
Asset Management Group
Connecticut
$239K +$1.46K +27 +0.6%
OL
164
Owen LaRue
Kentucky
$238K +$238K +4,386 New
JAG
165
Journey Advisory Group
Kentucky
$236K
RIA
166
Richwood Investment Advisors
Ohio
$236K
BAMG
167
Brand Asset Management Group
Missouri
$234K
TC
168
TownSquare Capital
Utah
$232K +$232K +4,303 New
Brown Advisory
169
Brown Advisory
Maryland
$228K
MCM
170
MAI Capital Management
Ohio
$223K
LWM
171
Laidlaw Wealth Management
New York
$223K
AMC
172
Asset Management Corp
Illinois
$217K +$217K +4,035 New
USCWA
173
U.S. Capital Wealth Advisors
Texas
$216K +$216K +4,010 New
WIP
174
WealthCare Investment Partners
Rhode Island
$215K +$700 +13 +0.3%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$204K