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iShares Morningstar Mid-Cap Growth ETF

215 hedge funds and large institutions have $482M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
3.64%
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
66
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
176
Aspire Wealth Management
Massachusetts
$65K +$58.2K +1,126 +853%
JPMorgan Chase & Co
177
JPMorgan Chase & Co
New York
$62K
HI
178
Hudock Inc
Pennsylvania
$62K +$207 +4 +0.3%
PFS
179
Prospera Financial Services
Texas
$58K -$36.6K -710 -39%
GEA
180
Glen Eagle Advisors
New Jersey
$56.1K
CAL
181
Capital Advisors Ltd
Ohio
$47K
RPCA
182
Running Point Capital Advisors
California
$46K
OA
183
Operose Advisors
Wisconsin
$46K
CWP
184
Concord Wealth Partners
Virginia
$46K +$46K +895 New
William Blair & Company
185
William Blair & Company
Illinois
$44K
CFGS
186
Concourse Financial Group Securities
Alabama
$41K +$20.8K +401 +103%
MFT
187
Moisand Fitzgerald Tamayo
Florida
$40K
AssetMark Inc
188
AssetMark Inc
California
$39K
US Bancorp
189
US Bancorp
Minnesota
$29K -$295K -5,597 -91%
FCFS
190
First Command Financial Services
Texas
$29K
FCB
191
First Command Bank
Texas
$29K
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$27K +$23.9K +468 +780%
VVP
193
Venture Visionary Partners
Ohio
$26.5K +$26.5K +510 New
TFGT
194
TS Financial Group (TSFG)
Illinois
$26K +$26K +501 New
OC
195
Oakworth Capital
Alabama
$22K
AIC
196
Archer Investment Corporation
Indiana
$17.8K
WT
197
Whittier Trust
California
$12K
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$10K
CMA
200
Cedar Mountain Advisors
Oregon
$8K