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iShares Morningstar Mid-Cap Growth ETF

217 hedge funds and large institutions have $483M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.8% more ownership

Funds ownership: 46.87%47.66% (+0.8%)

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

9% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 74

2% less funds holding

Funds holding: 221217 (-4)

16% less capital invested

Capital invested by funds: $578M → $483M (-$94.9M)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.66%
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
67
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$10K
CMA
202
Cedar Mountain Advisors
Oregon
$8K
PAIM
203
Punch & Associates Investment Management
Minnesota
$8K +$8.48K +149 New
GWSG
204
GPS Wealth Strategies Group
Colorado
$6K -$398 -7 -6%
BA
205
Ballast Advisors
Minnesota
$6K
PA
206
Parallel Advisors
California
$6K
CA
207
CoreCap Advisors
Michigan
$6K +$6.38K +112 New
SWM
208
Selective Wealth Management
Virginia
$5K -$68.3K -1,200 -92%
KFI
209
Key Financial Inc
Pennsylvania
$5K
HS
210
Horan Securities
United States
$3K
LFG
211
Larson Financial Group
Missouri
$3K
S
212
SignatureFD
Georgia
$3K
PP
213
PrairieView Partners
Minnesota
$2K
SWM
214
Spire Wealth Management
Virginia
$1K +$569 +10 New
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$349 -$2.96K -52 -0.8%
WIM
216
Westside Investment Management
California
$155
AWM
217
AE Wealth Management
Kansas
-$9.11M -141,728 Closed
AIP
218
Almanack Investment Partners
Pennsylvania
-$8.68M -135,057 Closed
WCAMG
219
Woodard & Company Asset Management Group
North Carolina
-$2.58M -40,103 Closed
RWA
220
Redhawk Wealth Advisors
Minnesota
-$1.19M -18,479 Closed
VA
221
Valmark Advisers
Ohio
-$795K -12,375 Closed
KWM
222
Kingsview Wealth Management
Oregon
-$703K -10,936 Closed
EVM
223
Eaton Vance Management
Massachusetts
-$617K -9,600 Closed
AWA
224
Arkadios Wealth Advisors
Georgia
-$567K -8,817 Closed
AA
225
Advisory Alpha
Michigan
-$368K -5,724 Closed