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iShares Morningstar Mid-Cap Growth ETF

218 hedge funds and large institutions have $679M invested in iShares Morningstar Mid-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

22% more capital invested

Capital invested by funds: $558M → $679M (+$121M)

20% more funds holding

Funds holding: 182218 (+36)

3.14% more ownership

Funds ownership: 44.39%47.53% (+3.1%)

Holders
218
Holders Change
+36
Holders Change %
+19.78%
% of All Funds
3.35%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
54
Increased
64
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$47.6M +$746K +10,257 +2%
UBS Group
2
UBS Group
Switzerland
$40.5M +$980K +13,471 +2%
Morgan Stanley
3
Morgan Stanley
New York
$40.3M +$8.35M +114,824 +26%
Ameriprise
4
Ameriprise
Minnesota
$39.7M +$8.88M +122,109 +29%
LPL Financial
5
LPL Financial
California
$37.3M +$1.96M +26,888 +6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$34.3M +$355K +4,887 +1%
EF
7
Empowered Funds
Pennsylvania
$26.7M +$26.5M +364,388 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$22.9M -$951K -13,077 -4%
CFD
9
Creative Financial Designs
Indiana
$20M +$288K +3,960 +1%
SI
10
Stephens Inc
Arkansas
$16.3M +$1.25M +17,136 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.3M +$380K +5,223 +2%
Bank of America
12
Bank of America
North Carolina
$15.3M -$2.59M -35,599 -15%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13.2M +$1.69M +23,255 +15%
RWA
14
Redhawk Wealth Advisors
Minnesota
$13.1M +$305K +4,192 +2%
MTC
15
Matrix Trust Company
Colorado
$12.6M -$46.5K -639 -0.4%
AAS
16
Avantax Advisory Services
Texas
$11.6M +$623K +8,564 +6%
KAS
17
Kestra Advisory Services
Texas
$11.4M +$2.69M +37,052 +31%
Osaic Holdings
18
Osaic Holdings
Arizona
$11.1M -$620K -8,531 -5%
FTS
19
Fifth Third Securities
Ohio
$9.87M +$500K +6,878 +5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$9.69M +$9.62M +132,344 New
E
21
ETFidea
New York
$9.29M +$9.22M +126,798 New
JMPWA
22
JP Morgan Private Wealth Advisors
California
$8.56M +$1.12M +15,373 +15%
SA
23
Stewardship Advisors
Pennsylvania
$8.33M +$590K +8,108 +8%
PS
24
Portfolio Strategies
New York
$8.07M -$52.4K -721 -0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$7.52M +$114K +1,573 +2%