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iShares Morningstar Mid-Cap Growth ETF

216 hedge funds and large institutions have $678M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 63 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+36
Holders Change %
+20%
% of All Funds
3.34%
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
63
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$14K
NFG
202
Next Financial Group
Texas
$14K
GWSG
203
GPS Wealth Strategies Group
Colorado
$12K
GWMIA
204
Global Wealth Management Investment Advisory
Florida
$11K
CMA
205
Cedar Mountain Advisors
Oregon
$11K
BA
206
Ballast Advisors
Minnesota
$9K
PA
207
Parallel Advisors
California
$8K
KFI
208
Key Financial Inc
Pennsylvania
$7K
RI
209
Rinkey Investments
California
$7K +$7K +108 New
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$4K
S
211
SignatureFD
Georgia
$4K
HS
212
Horan Securities
United States
$4K +$4K +60 New
LFG
213
Larson Financial Group
Missouri
$3K -$326 -5 -10%
PP
214
PrairieView Partners
Minnesota
$3K
HNWAG
215
High Net Worth Advisory Group
Florida
$2K +$2K +30 New
BWL
216
Bogart Wealth LLC
Virginia
$1K +$1K +14 New
WIM
217
Westside Investment Management
California
$219
AIP
218
Almanack Investment Partners
Pennsylvania
-$9.01M -130,781 Closed
CRI
219
Colonial River Investments
Virginia
-$2.22M -30,704 Closed
CWMU
220
Caliber Wealth Management (Utah)
Utah
-$2.22M -30,704 Closed
Barclays
221
Barclays
United Kingdom
-$1.53M -22,225 Closed
FHA
222
Flagship Harbor Advisors
Massachusetts
-$1.33M -19,329 Closed
TCM
223
Triumph Capital Management
Colorado
-$1.1M -15,927 Closed
PAIM
224
Punch & Associates Investment Management
Minnesota
-$986K -14,316 Closed
GRP
225
Global Retirement Partners
California
-$745K -10,809 Closed