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iShares Morningstar Mid-Cap Growth ETF

217 hedge funds and large institutions have $483M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.8% more ownership

Funds ownership: 46.87%47.66% (+0.8%)

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

9% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 74

2% less funds holding

Funds holding: 221217 (-4)

16% less capital invested

Capital invested by funds: $578M → $483M (-$94.9M)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
67
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SJIM
176
St. Johns Investment Management
Florida
$78K -$20.3K -357 -19%
GWM
177
Geneos Wealth Management
Colorado
$76K -$31.3K -549 -27%
AWM
178
Aspire Wealth Management
Massachusetts
$65K +$64.1K +1,126 +853%
JP Morgan Chase
179
JP Morgan Chase
New York
$62K
HI
180
Hudock Inc
Pennsylvania
$62K +$228 +4 +0.3%
PFS
181
Prospera Financial Services
Texas
$58K -$40.4K -710 -39%
GEA
182
Glen Eagle Advisors
New Jersey
$56.1K
CAL
183
Capital Advisors Ltd
Ohio
$47K
OA
184
Operose Advisors
Wisconsin
$46K
RPCA
185
Running Point Capital Advisors
California
$46K
CWP
186
Concord Wealth Partners
Virginia
$46K +$51K +895 New
William Blair & Company
187
William Blair & Company
Illinois
$44K
CFGS
188
Concourse Financial Group Securities
Alabama
$41K +$22.8K +401 +103%
MFT
189
Moisand Fitzgerald Tamayo
Florida
$40K
AssetMark Inc
190
AssetMark Inc
California
$39K
US Bancorp
191
US Bancorp
Minnesota
$29K -$319K -5,597 -91%
FCB
192
First Command Bank
Texas
$29K
FCFS
193
First Command Financial Services
Texas
$29K
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$27K +$26.6K +468 +780%
VVP
195
Venture Visionary Partners
Ohio
$26.5K +$29K +510 New
TFGT
196
TS Financial Group (TSFG)
Illinois
$26K +$28.5K +501 New
OC
197
Oakworth Capital
Alabama
$22K
AIC
198
Archer Investment Corporation
Indiana
$17.8K
WT
199
Whittier Trust
California
$12K
FDCDDQ
200
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K