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iShares Morningstar Mid-Cap Growth ETF

221 hedge funds and large institutions have $578M 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

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

1% more funds holding

Funds holding: 218221 (+3)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0.66% less ownership

Funds ownership: 47.53%46.87% (-0.66%)

15% less capital invested

Capital invested by funds: $679M → $578M (-$101M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
221
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
3.49%
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
Change in
Stake
PFS
176
Prospera Financial Services
Texas
$118K +$118K +1,836 New
TAIM
177
TD Ameritrade Investment Management
Nebraska
$108K -$644 -10 -0.6%
SWM
178
Selective Wealth Management
Virginia
$84K -$12.9K -200 -13%
JP Morgan Chase
179
JP Morgan Chase
New York
$77K
HI
180
Hudock Inc
Pennsylvania
$76K -$38.8K -603 -34%
GEA
181
Glen Eagle Advisors
New Jersey
$69.4K
EWM
182
EPG Wealth Management
Georgia
$63K -$43.5K -676 -41%
LAS
183
Lloyd Advisory Services
Georgia
$63K +$63K +979 New
MHR
184
Matthew Hamilton Rosenberg
$62K
CAL
185
Capital Advisors Ltd
Ohio
$58K
OA
186
Operose Advisors
Wisconsin
$57K
RPCA
187
Running Point Capital Advisors
California
$57K +$7.41K +115 +15%
MFA
188
McClarren Financial Advisors
Pennsylvania
$56K
William Blair & Company
189
William Blair & Company
Illinois
$54K
MFT
190
Moisand Fitzgerald Tamayo
Florida
$50K -$19.3K -300 -28%
AssetMark Inc
191
AssetMark Inc
California
$48K
FCB
192
First Command Bank
Texas
$35K
FCFS
193
First Command Financial Services
Texas
$35K
OC
194
Oakworth Capital
Alabama
$27K
ACA
195
Aptus Capital Advisors
Alabama
$26K -$12K -186 -31%
CFGS
196
Concourse Financial Group Securities
Alabama
$25K
Koshinski Asset Management
197
Koshinski Asset Management
Illinois
$23.8K
AIC
198
Archer Investment Corporation
Indiana
$21.3K
CPA
199
Cardiff Park Advisors
California
$17K +$64 +1 +0.4%
CIAS
200
Capital Investment Advisory Services
North Carolina
$15K