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iShares Morningstar Mid-Cap Growth ETF

221 hedge funds and large institutions have $578M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

1% more funds holding

Funds holding: 218221 (+3)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0.66% less ownership

Funds ownership: 47.53%46.87% (-0.66%)

15% less capital invested

Capital invested by funds: $679M → $578M (-$101M)

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
221
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
32
Increased
72
Reduced
68
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$41.9M +$158K +2,448 +0.4%
UBS Group
2
UBS Group
Switzerland
$39.5M +$3.99M +61,936 +11%
LPL Financial
3
LPL Financial
California
$38.5M +$5.8M +90,136 +18%
Morgan Stanley
4
Morgan Stanley
New York
$29.3M -$6.02M -93,424 -17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$28.1M -$1.99M -30,901 -7%
BWL
6
Bogart Wealth LLC
Virginia
$22.6M +$22.6M +350,917 +2,506,550%
Ameriprise
7
Ameriprise
Minnesota
$20.1M -$14.9M -230,876 -42%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$19.8M -$322K -4,994 -2%
CFD
9
Creative Financial Designs
Indiana
$17.9M +$297K +4,615 +2%
Bank of America
10
Bank of America
North Carolina
$13.7M +$260K +4,044 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.9M +$3.16M +49,084 +32%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.1M -$515K -7,992 -4%
MTC
13
Matrix Trust Company
Colorado
$10.8M -$231K -3,592 -2%
AAS
14
Avantax Advisory Services
Texas
$10.6M +$369K +5,727 +4%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$9.5M +$996K +15,463 +12%
AWM
16
AE Wealth Management
Kansas
$9.11M +$7.74M +120,147 +557%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$9M +$6.09M +94,626 +209%
AIP
18
Almanack Investment Partners
Pennsylvania
$8.68M +$8.7M +135,057 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.29M -$6M -93,181 -42%
E
20
ETFidea
New York
$8.09M -$58K -900 -0.7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.94M +$343K +5,331 +5%
PS
22
Portfolio Strategies
New York
$6.83M -$229K -3,561 -3%
KAS
23
Kestra Advisory Services
Texas
$6.23M -$3.76M -58,444 -38%
RJA
24
Raymond James & Associates
Florida
$5.77M -$433K -6,727 -7%
MML Investors Services
25
MML Investors Services
Massachusetts
$5.22M +$956K +14,850 +22%