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iShares Morningstar Mid-Cap Growth ETF

214 hedge funds and large institutions have $534M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.7%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
27
Increased
77
Reduced
64
Closed
26
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
$10.6K
ACA
202
Aptus Capital Advisors
Alabama
$10K +$10K +200 New
CMA
203
Cedar Mountain Advisors
Oregon
$7K -$1.27K -24 -15%
BA
204
Ballast Advisors
Minnesota
$6K
GWSG
205
GPS Wealth Strategies Group
Colorado
$6K
KFI
206
Key Financial Inc
Pennsylvania
$5K
PA
207
Parallel Advisors
California
$5K
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$3K -$23.4K -468 -89%
S
209
SignatureFD
Georgia
$3K
RPCA
210
Running Point Capital Advisors
California
$2K -$36.5K -840 -95%
PP
211
PrairieView Partners
Minnesota
$2K
SWM
212
Spire Wealth Management
Virginia
$1K
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$371 +$39 +721 +12%
WIM
214
Westside Investment Management
California
$151
OAM
215
Oak Asset Management
California
-$1.84M -35,448 Closed
AI
216
Atria Investments
North Carolina
-$1.62M -31,216 Closed
B
217
Brightworth
Georgia
-$1.03M -19,887 Closed
OMC
218
Old Mission Capital
Illinois
-$651K -12,542 Closed
Renaissance Technologies
219
Renaissance Technologies
New York
-$390K -7,500 Closed
SHFP
220
Second Half Financial Partners
Florida
-$2.63M -6,965 Closed
FTUS
221
Flow Traders U.S.
New York
-$313K -6,030 Closed
Cerity Partners
222
Cerity Partners
New York
-$276K -5,301 Closed
AA
223
Addison Advisors
Vermont
-$273K -5,260 Closed
NWMG
224
National Wealth Management Group
Ohio
-$227K -4,366 Closed
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
-$223K -4,298 Closed