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iShares Morningstar Mid-Cap Growth ETF

219 hedge funds and large institutions have $577M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
32
Increased
72
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
176
Selective Wealth Management
Virginia
$84K -$12.9K -200 -13%
JPMorgan Chase & Co
177
JPMorgan Chase & Co
New York
$77K
HI
178
Hudock Inc
Pennsylvania
$76K -$38.4K -603 -34%
GEA
179
Glen Eagle Advisors
New Jersey
$69.4K
EWM
180
EPG Wealth Management
Georgia
$63K -$43.6K -676 -41%
LAS
181
Lloyd Advisory Services
Georgia
$63K +$63K +979 New
MHR
182
Matthew Hamilton Rosenberg
$62K
CAL
183
Capital Advisors Ltd
Ohio
$58K
OA
184
Operose Advisors
Wisconsin
$57K
RPCA
185
Running Point Capital Advisors
California
$57K +$7.4K +115 +15%
MFA
186
McClarren Financial Advisors
Pennsylvania
$56K
William Blair & Company
187
William Blair & Company
Illinois
$54K
MFT
188
Moisand Fitzgerald Tamayo
Florida
$50K -$19.4K -300 -28%
AssetMark Inc
189
AssetMark Inc
California
$48K
FCFS
190
First Command Financial Services
Texas
$35K
FCB
191
First Command Bank
Texas
$35K
OC
192
Oakworth Capital
Alabama
$27K
ACA
193
Aptus Capital Advisors
Alabama
$26K -$11.8K -186 -31%
CFGS
194
Concourse Financial Group Securities
Alabama
$25K
Koshinski Asset Management
195
Koshinski Asset Management
Illinois
$23.8K
AIC
196
Archer Investment Corporation
Indiana
$21.3K
CPA
197
Cardiff Park Advisors
California
$17K +$63 +1 +0.4%
CIAS
198
Capital Investment Advisory Services
North Carolina
$15K
WT
199
Whittier Trust
California
$15K
HNB
200
Huntington National Bank
Ohio
$14K +$14K +211 New