We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

216 hedge funds and large institutions have $535M invested in iShares Morningstar Mid-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

11% more capital invested

Capital invested by funds: $483M → $535M (+$51.3M)

2.45% more ownership

Funds ownership: 47.66%50.12% (+2.5%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% less funds holding

Funds holding: 217216 (-1)

Holders
216
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
27
Increased
77
Reduced
64
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$29.3M +$12.1M +217,544 +60%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$27.3M +$28.3M +507,016 +1,434%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$27.1M +$16.4M +293,563 +121%
Wells Fargo
4
Wells Fargo
California
$26.6M +$3.47M +62,239 +13%
Morgan Stanley
5
Morgan Stanley
New York
$25.8M +$4.3M +77,040 +18%
LPL Financial
6
LPL Financial
California
$25.2M -$5.11M -91,694 -15%
UBS Group
7
UBS Group
Switzerland
$25.1M -$7.15M -128,170 -20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$22M -$3.79M -67,906 -13%
BWL
9
Bogart Wealth LLC
Virginia
$21.6M +$2.77M +49,596 +13%
CFD
10
Creative Financial Designs
Indiana
$14.9M +$3.75M +67,323 +30%
OWM
11
Orgel Wealth Management
Wisconsin
$12.5M -$4.13M -73,991 -23%
FHA
12
First Horizon Advisors
Tennessee
$11.6M -$6.61M -118,585 -34%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.2M +$1.46M +26,151 +13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.64M +$4.13M +74,139 +63%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.08M +$657K +11,783 +7%
EH
16
Equitable Holdings
New York
$8.79M +$5.98M +107,256 +160%
RA
17
Rodgers & Associates
Pennsylvania
$8.47M +$1.02M +18,306 +12%
AAS
18
Avantax Advisory Services
Texas
$8.25M +$371K +6,648 +4%
MTC
19
Matrix Trust Company
Colorado
$8.1M -$138K -2,481 -2%
Bank of America
20
Bank of America
North Carolina
$7.96M -$3.44M -61,721 -28%
MCWS
21
McKinley Carter Wealth Services
West Virginia
$7.63M +$8.44M +151,420 New
E
22
ETFidea
New York
$6.34M -$6.64K -119 -0.1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$5.68M -$712K -12,774 -10%
PS
24
Portfolio Strategies
New York
$5.19M -$146K -2,610 -2%
FA
25
Fermata Advisors
California
$4.87M +$1.11M +19,847 +26%