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iShares Morningstar Mid-Cap Growth ETF

218 hedge funds and large institutions have $679M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

22% more capital invested

Capital invested by funds: $558M → $679M (+$121M)

20% more funds holding

Funds holding: 182218 (+36)

3.14% more ownership

Funds ownership: 44.39%47.53% (+3.1%)

Holders
218
Holders Change
+36
Holders Change %
+19.78%
% of All Funds
3.35%
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
64
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
EPG Wealth Management
Georgia
$121K +$120K +1,652 New
CA
177
CoreCap Advisors
Michigan
$117K +$116K +1,600 New
SWM
178
Selective Wealth Management
Virginia
$110K
JP Morgan Chase
179
JP Morgan Chase
New York
$88K
GEA
180
Glen Eagle Advisors
New Jersey
$79.1K
MFT
181
Moisand Fitzgerald Tamayo
Florida
$79K
MHR
182
Matthew Hamilton Rosenberg
$71K
CAL
183
Capital Advisors Ltd
Ohio
$66K
OA
184
Operose Advisors
Wisconsin
$65K +$64.6K +888 New
MFA
185
McClarren Financial Advisors
Pennsylvania
$64K +$145 +2 +0.2%
William Blair & Company
186
William Blair & Company
Illinois
$62K -$2.62K -36 -4%
RPCA
187
Running Point Capital Advisors
California
$56K +$19.7K +271 +54%
AssetMark Inc
188
AssetMark Inc
California
$55K +$54.5K +750 New
TCM
189
TD Capital Management
Tennessee
$51K +$73 +1 +0.1%
ACA
190
Aptus Capital Advisors
Alabama
$44K
FCFS
191
First Command Financial Services
Texas
$40K
FCB
192
First Command Bank
Texas
$38K
SFPG
193
Stonebridge Financial Planning Group
Florida
$37K
OC
194
Oakworth Capital
Alabama
$31K +$30.5K +420 New
CFGS
195
Concourse Financial Group Securities
Alabama
$29K
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$27.1K +$26.9K +370 New
AIC
197
Archer Investment Corporation
Indiana
$25K
CPA
198
Cardiff Park Advisors
California
$20K +$19.7K +271 New
PA
199
PSI Advisors
Florida
$18K
WT
200
Whittier Trust
California
$18K