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iShares Morningstar Mid-Cap Growth ETF

221 hedge funds and large institutions have $578M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

1% more funds holding

Funds holding: 218221 (+3)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0.66% less ownership

Funds ownership: 47.53%46.87% (-0.66%)

15% less capital invested

Capital invested by funds: $679M → $578M (-$101M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
221
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
32
Increased
72
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
201
Whittier Trust
California
$15K
HNB
202
Huntington National Bank
Ohio
$14K +$13.6K +211 New
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.5K
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$322 +5 +3%
CMA
205
Cedar Mountain Advisors
Oregon
$10K
GWSG
206
GPS Wealth Strategies Group
Colorado
$8K -$2.32K -36 -22%
BA
207
Ballast Advisors
Minnesota
$8K
AWM
208
Aspire Wealth Management
Massachusetts
$8K +$8.5K +132 New
PA
209
Parallel Advisors
California
$7K
BFC
210
Bedel Financial Consulting
Indiana
$7K +$7.47K +116 New
PA
211
PSI Advisors
Florida
$6K -$8.95K -139 -58%
KFI
212
Key Financial Inc
Pennsylvania
$6K
HS
213
Horan Securities
United States
$4K
S
214
SignatureFD
Georgia
$4K
PP
215
PrairieView Partners
Minnesota
$3K
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$3K
LFG
217
Larson Financial Group
Missouri
$3K +$193 +3 +7%
SLWS
218
Swaine & Leidel Wealth Services
Florida
$2.63K +$170K +2,634 New
HNWAG
219
High Net Worth Advisory Group
Florida
$2K
WIM
220
Westside Investment Management
California
$192
EF
221
Empowered Funds
Pennsylvania
-$26.7M -364,388 Closed
FTS
222
Fifth Third Securities
Ohio
-$9.87M -134,691 Closed
SW
223
Signify Wealth
Missouri
-$7.39M -100,854 Closed
PA
224
PFG Advisors
Arizona
-$3.08M -41,993 Closed
CFG
225
CMC Financial Group
Georgia
-$3.03M -41,397 Closed