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iShares Morningstar Mid-Cap Growth ETF

217 hedge funds and large institutions have $483M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0.8% more ownership

Funds ownership: 46.87%47.66% (+0.8%)

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

9% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 74

2% less funds holding

Funds holding: 221217 (-4)

16% less capital invested

Capital invested by funds: $578M → $483M (-$94.9M)

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.66%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
30
Increased
67
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$32.6M +$703K +12,343 +2%
LPL Financial
2
LPL Financial
California
$30.8M -$403K -7,073 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$26.2M +$3.77M +66,178 +15%
Wells Fargo
4
Wells Fargo
California
$24.2M -$10.6M -186,019 -29%
Morgan Stanley
5
Morgan Stanley
New York
$22.6M -$1.18M -20,784 -5%
BWL
6
Bogart Wealth LLC
Virginia
$19.7M +$1.57M +27,600 +8%
Ameriprise
7
Ameriprise
Minnesota
$18.9M +$2.93M +51,466 +16%
FHA
8
First Horizon Advisors
Tennessee
$18.1M +$19.8M +346,959 +16,908%
OWM
9
Orgel Wealth Management
Wisconsin
$16.7M +$18.4M +322,377 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.6M -$3.65M -64,060 -21%
CFD
11
Creative Financial Designs
Indiana
$11.9M -$2.85M -50,136 -18%
Bank of America
12
Bank of America
North Carolina
$11.4M +$418K +7,351 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.2M -$279K -4,906 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.75M -$218K -3,824 -2%
MTC
15
Matrix Trust Company
Colorado
$8.48M -$277K -4,865 -3%
AAS
16
Avantax Advisory Services
Texas
$8.16M -$412K -7,231 -4%
RA
17
Rodgers & Associates
Pennsylvania
$7.79M +$4.28M +75,269 +101%
E
18
ETFidea
New York
$6.55M +$6.77K +119 +0.1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$6.52M +$998K +17,527 +16%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.09M -$661K -11,605 -9%
PS
21
Portfolio Strategies
New York
$5.5M -$39.7K -698 -0.7%
RJA
22
Raymond James & Associates
Florida
$4.68M +$22.3K +391 +0.4%
CWM
23
Capital Wealth Management
Rhode Island
$4.36M +$1.41M +24,852 +42%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.26M +$45.4K +797 +1%
FA
25
Fermata Advisors
California
$3.99M +$1.96M +34,404 +81%