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iShares Morningstar Mid-Cap Growth ETF

219 hedge funds and large institutions have $577M 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
Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
3.47%
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
Shares
Change %
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.5K
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$332 +5 +3%
CMA
203
Cedar Mountain Advisors
Oregon
$10K
GWSG
204
GPS Wealth Strategies Group
Colorado
$8K -$2.29K -36 -22%
BA
205
Ballast Advisors
Minnesota
$8K
AWM
206
Aspire Wealth Management
Massachusetts
$8K +$8K +132 New
PA
207
Parallel Advisors
California
$7K
BFC
208
Bedel Financial Consulting
Indiana
$7K +$7K +116 New
PA
209
PSI Advisors
Florida
$6K -$8.34K -139 -58%
KFI
210
Key Financial Inc
Pennsylvania
$6K
S
211
SignatureFD
Georgia
$4K
HS
212
Horan Securities
United States
$4K
PP
213
PrairieView Partners
Minnesota
$3K
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$3K
LFG
215
Larson Financial Group
Missouri
$3K +$184 +3 +7%
SLWS
216
Swaine & Leidel Wealth Services
Florida
$2.63K +$2.63K +2,634 New
HNWAG
217
High Net Worth Advisory Group
Florida
$2K
WIM
218
Westside Investment Management
California
$192
EF
219
Empowered Funds
Pennsylvania
-$26.7M -364,388 Closed
FTS
220
Fifth Third Securities
Ohio
-$9.87M -134,691 Closed
SW
221
Signify Wealth
Missouri
-$7.39M -100,854 Closed
PA
222
PFG Advisors
Arizona
-$3.08M -41,993 Closed
CFG
223
CMC Financial Group
Georgia
-$3.03M -41,397 Closed
SFS
224
Sowell Financial Services
Arkansas
-$2.61M -35,655 Closed
OC
225
Oppenheimer & Co
New York
-$1.21M -16,506 Closed