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iShares Morningstar Mid-Cap Growth ETF

216 hedge funds and large institutions have $535M 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

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

11% more capital invested

Capital invested by funds: $483M → $535M (+$51.3M)

2.45% more ownership

Funds ownership: 47.66%50.12% (+2.5%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% less funds holding

Funds holding: 217216 (-1)

Holders
216
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.72%
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
Change in
Stake
OPW
201
Oxler Private Wealth
New York
$13.5K
WT
202
Whittier Trust
California
$12K
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K
ACA
204
Aptus Capital Advisors
Alabama
$10K +$11.2K +200 New
CMA
205
Cedar Mountain Advisors
Oregon
$7K -$1.34K -24 -15%
BA
206
Ballast Advisors
Minnesota
$6K
GWSG
207
GPS Wealth Strategies Group
Colorado
$6K
KFI
208
Key Financial Inc
Pennsylvania
$5K
PA
209
Parallel Advisors
California
$5K
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$3K -$26.1K -468 -89%
S
211
SignatureFD
Georgia
$3K
RPCA
212
Running Point Capital Advisors
California
$2K -$46.8K -840 -95%
PP
213
PrairieView Partners
Minnesota
$2K
SWM
214
Spire Wealth Management
Virginia
$1K
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$371 +$40.2K +721 +12%
WIM
216
Westside Investment Management
California
$151
OAM
217
Oak Asset Management
California
-$1.84M -35,448 Closed
AI
218
Atria Investments
North Carolina
-$1.62M -31,216 Closed
B
219
Brightworth
Georgia
-$1.03M -19,887 Closed
OMC
220
Old Mission Capital
Illinois
-$651K -12,542 Closed
Renaissance Technologies
221
Renaissance Technologies
New York
-$390K -7,500 Closed
SHFP
222
Second Half Financial Partners
Florida
-$2.63M -6,965 Closed
FTUS
223
Flow Traders U.S.
New York
-$313K -6,030 Closed
Cerity Partners
224
Cerity Partners
New York
-$276K -5,301 Closed
AA
225
Addison Advisors
Vermont
-$273K -5,260 Closed