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iShares Morningstar Mid-Cap Growth ETF

215 hedge funds and large institutions have $482M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
66
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAIM
201
Punch & Associates Investment Management
Minnesota
$8K +$8K +149 New
GWSG
202
GPS Wealth Strategies Group
Colorado
$6K -$353 -7 -6%
PA
203
Parallel Advisors
California
$6K
BA
204
Ballast Advisors
Minnesota
$6K
CA
205
CoreCap Advisors
Michigan
$6K +$6K +112 New
SWM
206
Selective Wealth Management
Virginia
$5K -$60K -1,200 -92%
KFI
207
Key Financial Inc
Pennsylvania
$5K
LFG
208
Larson Financial Group
Missouri
$3K
S
209
SignatureFD
Georgia
$3K
HS
210
Horan Securities
United States
$3K
PP
211
PrairieView Partners
Minnesota
$2K
SWM
212
Spire Wealth Management
Virginia
$1K +$1K +10 New
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$349 -$3 -52 -0.8%
WIM
214
Westside Investment Management
California
$155
AWM
215
AE Wealth Management
Kansas
-$9.11M -141,728 Closed
AIP
216
Almanack Investment Partners
Pennsylvania
-$8.68M -135,057 Closed
WCAMG
217
Woodard & Company Asset Management Group
North Carolina
-$2.58M -40,103 Closed
RWA
218
Redhawk Wealth Advisors
Minnesota
-$1.19M -18,479 Closed
VA
219
Valmark Advisers
Ohio
-$795K -12,375 Closed
KWM
220
Kingsview Wealth Management
Oregon
-$703K -10,936 Closed
EVM
221
Eaton Vance Management
Massachusetts
-$617K -9,600 Closed
AWA
222
Arkadios Wealth Advisors
Georgia
-$567K -8,817 Closed
AA
223
Advisory Alpha
Michigan
-$368K -5,724 Closed
GM
224
GeoWealth Management
Illinois
-$367K -5,716 Closed
CW
225
CreativeOne Wealth
Kansas
-$361K -5,617 Closed