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iShares Morningstar Mid-Cap Growth ETF

180 hedge funds and large institutions have $557M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
-2
Holders Change %
-1.1%
% of All Funds
3.16%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
63
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
S
176
SignatureFD
Georgia
$4K 60
LFG
177
Larson Financial Group
Missouri
$4K 51 +13 +34%
PP
178
PrairieView Partners
Minnesota
$3K 42
EVM
179
Eaton Vance Management
Massachusetts
$1K 9,600
WIM
180
Westside Investment Management
California
$206 3,000
JWCA
181
J.W. Cole Advisors
Florida
-40,226 Closed
OMC
182
Old Mission Capital
Illinois
-38,941 Closed
CFG
183
Cooper Financial Group
California
-20,654 Closed
VA
184
Valmark Advisers
Ohio
-17,687 Closed
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
-17,273 Closed
Jane Street
186
Jane Street
New York
-8,570 Closed
WAP
187
Wealthcare Advisory Partners
Pennsylvania
-7,368 Closed
PCIA
188
Prime Capital Investment Advisors
Kansas
-6,414 Closed
FTUS
189
Flow Traders U.S.
New York
-6,250 Closed
RA
190
RiverTree Advisors
Florida
-4,644 Closed
SWM
191
SeaCrest Wealth Management
New York
-4,087 Closed
PMG
192
ProVise Management Group
Florida
-3,537 Closed
HWAM
193
Hennion & Walsh Asset Management
New Jersey
-3,240 Closed
ASN
194
Advisory Services Network
Georgia
-1,674 Closed
OIA
195
Optimum Investment Advisors
Illinois
-120 Closed
LAS
196
Lloyd Advisory Services
Georgia
$0 6