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iShares Morningstar Mid-Cap Growth ETF

218 hedge funds and large institutions have $679M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

22% more capital invested

Capital invested by funds: $558M → $679M (+$121M)

20% more funds holding

Funds holding: 182218 (+36)

3.14% more ownership

Funds ownership: 44.39%47.53% (+3.1%)

Holders
218
Holders Change
+36
Holders Change %
+19.78%
% of All Funds
3.35%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
54
Increased
64
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
201
Capital Investment Advisory Services
North Carolina
$17K
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.4K
NFG
203
Next Financial Group
Texas
$14K
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$14K
GWSG
205
GPS Wealth Strategies Group
Colorado
$12K
CMA
206
Cedar Mountain Advisors
Oregon
$11K
GWMIA
207
Global Wealth Management Investment Advisory
Florida
$11K
BA
208
Ballast Advisors
Minnesota
$9K
PA
209
Parallel Advisors
California
$8K
KFI
210
Key Financial Inc
Pennsylvania
$7K
RI
211
Rinkey Investments
California
$7K +$7.85K +108 New
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$4K
S
213
SignatureFD
Georgia
$4K
HS
214
Horan Securities
United States
$4K +$4.36K +60 New
LFG
215
Larson Financial Group
Missouri
$3K -$364 -5 -10%
PP
216
PrairieView Partners
Minnesota
$3K
HNWAG
217
High Net Worth Advisory Group
Florida
$2K +$2.18K +30 New
BWL
218
Bogart Wealth LLC
Virginia
$1K +$1.02K +14 New
WIM
219
Westside Investment Management
California
$219
AIP
220
Almanack Investment Partners
Pennsylvania
-$9.01M -130,781 Closed
CWMU
221
Caliber Wealth Management (Utah)
Utah
-$2.22M -30,704 Closed
CRI
222
Colonial River Investments
Virginia
-$2.22M -30,704 Closed
Barclays
223
Barclays
United Kingdom
-$1.53M -22,225 Closed
FHA
224
Flagship Harbor Advisors
Massachusetts
-$1.33M -19,329 Closed
TCM
225
Triumph Capital Management
Colorado
-$1.1M -15,927 Closed