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iShares Morningstar Mid-Cap Growth ETF

215 hedge funds and large institutions have $482M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 33 closing their positions.

Holders
215
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
3.64%
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
66
Reduced
74
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$32.6M 626,845 +12,343 +2%
LPL Financial
2
LPL Financial
California
$30.8M 592,612 -7,073 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$26.2M 503,660 +66,178 +15%
Wells Fargo
4
Wells Fargo
California
$24.2M 466,300 -186,019 -29%
Morgan Stanley
5
Morgan Stanley
New York
$22.6M 435,509 -20,784 -5%
BWL
6
Bogart Wealth LLC
Virginia
$19.7M 378,531 +27,600 +8%
Ameriprise
7
Ameriprise
Minnesota
$18.9M 364,693 +51,466 +16%
FHA
8
First Horizon Advisors
Tennessee
$18.1M 349,011 +346,959 +16,908%
OWM
9
Orgel Wealth Management
Wisconsin
$16.7M 322,377 +322,377 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.6M 243,351 -64,060 -21%
CFD
11
Creative Financial Designs
Indiana
$11.9M 228,199 -50,136 -18%
Bank of America
12
Bank of America
North Carolina
$11.4M 219,707 +7,351 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.2M 195,813 -4,906 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.75M 168,511 -3,824 -2%
MTC
15
Matrix Trust Company
Colorado
$8.48M 163,285 -4,865 -3%
AAS
16
Avantax Advisory Services
Texas
$8.16M 157,155 -7,231 -4%
RA
17
Rodgers & Associates
Pennsylvania
$7.79M 149,901 +75,269 +101%
E
18
ETFidea
New York
$6.55M 126,017 +119 +0.1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$6.52M 125,537 +17,527 +16%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.09M 117,301 -11,605 -9%
PS
21
Portfolio Strategies
New York
$5.5M 105,813 -698 -0.7%
RJA
22
Raymond James & Associates
Florida
$4.68M 90,148 +391 +0.4%
CWM
23
Capital Wealth Management
Rhode Island
$4.36M 83,945 +24,852 +42%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.26M 81,969 +797 +1%
FA
25
Fermata Advisors
California
$3.99M 76,876 +34,404 +81%