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iShares Morningstar Mid-Cap Growth ETF

216 hedge funds and large institutions have $678M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+36
Holders Change %
+20%
% of All Funds
3.34%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
54
Increased
63
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
176
Selective Wealth Management
Virginia
$110K
JPMorgan Chase & Co
177
JPMorgan Chase & Co
New York
$88K
GEA
178
Glen Eagle Advisors
New Jersey
$79.1K
MFT
179
Moisand Fitzgerald Tamayo
Florida
$79K
MHR
180
Matthew Hamilton Rosenberg
$71K
CAL
181
Capital Advisors Ltd
Ohio
$66K
OA
182
Operose Advisors
Wisconsin
$65K +$65K +888 New
MFA
183
McClarren Financial Advisors
Pennsylvania
$64K +$147 +2 +0.2%
William Blair & Company
184
William Blair & Company
Illinois
$62K -$2.64K -36 -4%
RPCA
185
Running Point Capital Advisors
California
$56K +$19.7K +271 +54%
AssetMark Inc
186
AssetMark Inc
California
$55K +$55K +750 New
TCM
187
TD Capital Management
Tennessee
$51K +$73 +1 +0.1%
ACA
188
Aptus Capital Advisors
Alabama
$44K
FCFS
189
First Command Financial Services
Texas
$40K
FCB
190
First Command Bank
Texas
$38K
SFPG
191
Stonebridge Financial Planning Group
Florida
$37K
OC
192
Oakworth Capital
Alabama
$31K +$31K +420 New
CFGS
193
Concourse Financial Group Securities
Alabama
$29K
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$27.1K +$27.1K +370 New
AIC
195
Archer Investment Corporation
Indiana
$25K
CPA
196
Cardiff Park Advisors
California
$20K +$20K +271 New
PA
197
PSI Advisors
Florida
$18K
WT
198
Whittier Trust
California
$18K
CIAS
199
Capital Investment Advisory Services
North Carolina
$17K
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.4K