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iShares Morningstar Mid-Cap Growth ETF

219 hedge funds and large institutions have $577M 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.

Holders
219
Holders Change
+3
Holders Change %
+1.39%
% of All Funds
3.47%
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 Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$41.9M 652,319 +2,448 +0.4%
UBS Group
2
UBS Group
Switzerland
$39.5M 614,502 +61,936 +11%
LPL Financial
3
LPL Financial
California
$38.5M 599,685 +90,136 +18%
Morgan Stanley
4
Morgan Stanley
New York
$29.3M 456,293 -93,424 -17%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$28.1M 437,482 -30,901 -7%
BWL
6
Bogart Wealth LLC
Virginia
$22.6M 350,931 +350,917 +2,506,550%
Ameriprise
7
Ameriprise
Minnesota
$20.1M 313,227 -230,876 -42%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$19.8M 307,411 -4,994 -2%
CFD
9
Creative Financial Designs
Indiana
$17.9M 278,335 +4,615 +2%
Bank of America
10
Bank of America
North Carolina
$13.7M 212,356 +4,044 +2%
Osaic Holdings
11
Osaic Holdings
Arizona
$12.9M 200,719 +49,084 +32%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.1M 172,335 -7,992 -4%
MTC
13
Matrix Trust Company
Colorado
$10.8M 168,150 -3,592 -2%
AAS
14
Avantax Advisory Services
Texas
$10.6M 164,386 +5,727 +4%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$9.5M 147,807 +15,463 +12%
AWM
16
AE Wealth Management
Kansas
$9.11M 141,728 +120,147 +557%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$9M 139,992 +94,626 +209%
AIP
18
Almanack Investment Partners
Pennsylvania
$8.68M 135,057 +135,057 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.29M 128,906 -93,181 -42%
E
20
ETFidea
New York
$8.09M 125,898 -900 -0.7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.94M 108,010 +5,331 +5%
PS
22
Portfolio Strategies
New York
$6.83M 106,511 -3,561 -3%
KAS
23
Kestra Advisory Services
Texas
$6.23M 96,864 -58,444 -38%
RJA
24
Raymond James & Associates
Florida
$5.77M 89,757 -6,727 -7%
MML Investors Services
25
MML Investors Services
Massachusetts
$5.22M 81,172 +14,850 +22%