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iShares Morningstar Mid-Cap Growth ETF

182 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 159 increasing their positions, 9 reducing their positions, and 19 closing their positions.

Holders
182
Holders Change
-8
Holders Change %
-4.21%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
159
Reduced
9
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$45.6M 661,415 +487,514 +280%
UBS Group
2
UBS Group
Switzerland
$37.9M 549,762 +453,228 +470%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$32.5M 472,117 +396,079 +521%
Morgan Stanley
4
Morgan Stanley
New York
$30.5M 442,221 +226,353 +105%
LPL Financial
5
LPL Financial
California
$29.4M 426,747 +327,954 +332%
Ameriprise
6
Ameriprise
Minnesota
$27.2M 394,883 +329,061 +500%
MTC
7
Matrix Trust Company
Colorado
$21M 304,586 +252,391 +484%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$19.3M 279,828 +22,341 +9%
Bank of America
9
Bank of America
North Carolina
$16.8M 243,324 +166,086 +215%
CFD
10
Creative Financial Designs
Indiana
$16M 232,486 +193,935 +503%
SI
11
Stephens Inc
Arkansas
$14.6M 212,323 +160,762 +312%
Osaic Holdings
12
Osaic Holdings
Arizona
$13.2M 191,359 +151,060 +375%
LB
13
Leo Brokerage
Texas
$12.2M 177,482 +151,055 +572%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$11.4M 165,708 +136,468 +467%
AAS
15
Avantax Advisory Services
Texas
$10.1M 146,536 +124,537 +566%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.45M 137,123 +77,467 +130%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$8.64M 125,389 +109,449 +687%
KAS
18
Kestra Advisory Services
Texas
$8.1M 117,579 +87,912 +296%
PS
19
Portfolio Strategies
New York
$7.67M 111,274 +92,600 +496%
RJA
20
Raymond James & Associates
Florida
$7.33M 106,325 +58,258 +121%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.77M 98,275 +73,702 +300%
AW
22
ACG Wealth
Georgia
$5.14M 74,562 +65,767 +748%
SAM
23
Summit Asset Management
Tennessee
$5.09M 73,893 +61,313 +487%
RA
24
Rodgers & Associates
Pennsylvania
$4.66M 67,593 +56,711 +521%
Barclays
25
Barclays
United Kingdom
$4.1M 15,240 +14,615 +2,338%