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iShares Morningstar Mid-Cap Growth ETF

216 hedge funds and large institutions have $535M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

11% more capital invested

Capital invested by funds: $483M → $535M (+$51.3M)

2.45% more ownership

Funds ownership: 47.66%50.12% (+2.5%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% less funds holding

Funds holding: 217216 (-1)

Holders
216
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
27
Increased
77
Reduced
64
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
176
City State Bank
Iowa
$108K
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$106K -$34.9K -626 -23%
HS
178
Horan Securities
United States
$79K +$84.5K +1,515 +2,525%
PTC
179
Private Trust Company
Ohio
$76K +$83.6K +1,500 New
JWBC
180
John W. Brooker & Co
California
$76K +$84.2K +1,510 New
SJIM
181
St. Johns Investment Management
Florida
$75K
AWM
182
Aspire Wealth Management
Massachusetts
$63K
HI
183
Hudock Inc
Pennsylvania
$60K +$167 +3 +0.3%
TAIM
184
TD Ameritrade Investment Management
Nebraska
$59K -$20K -359 -24%
GWM
185
Geneos Wealth Management
Colorado
$51K -$24.1K -432 -30%
EWM
186
EPG Wealth Management
Georgia
$49K +$54.4K +976 New
CAL
187
Capital Advisors Ltd
Ohio
$46K
OA
188
Operose Advisors
Wisconsin
$45K
MFA
189
McClarren Financial Advisors
Pennsylvania
$44K +$48.8K +875 New
William Blair & Company
190
William Blair & Company
Illinois
$43K
MFT
191
Moisand Fitzgerald Tamayo
Florida
$39K
MOS
192
MGO One Seven
Ohio
$38.4K +$5.89M +105,705 New
AssetMark Inc
193
AssetMark Inc
California
$38K
TCM
194
TD Capital Management
Tennessee
$35K +$39.2K +703 New
TAM
195
Tucker Asset Management
Colorado
$29.4K +$30.5K +547 New
MA
196
MCF Advisors
Kentucky
$28K +$30.7K +550 New
TFGT
197
TS Financial Group (TSFG)
Illinois
$25K +$56 +1 +0.2%
CFGS
198
Concourse Financial Group Securities
Alabama
$22K -$20.3K -364 -46%
OC
199
Oakworth Capital
Alabama
$21K
AIC
200
Archer Investment Corporation
Indiana
$17.2K