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iShares Morningstar Mid-Cap Growth ETF

214 hedge funds and large institutions have $534M 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.

Holders
214
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
3.7%
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 Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$29.3M 582,237 +217,544 +60%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$27.3M 542,362 +507,016 +1,434%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$27.1M 536,914 +293,563 +121%
Wells Fargo
4
Wells Fargo
California
$26.6M 528,539 +62,239 +13%
Morgan Stanley
5
Morgan Stanley
New York
$25.8M 512,549 +77,040 +18%
LPL Financial
6
LPL Financial
California
$25.2M 500,918 -91,694 -15%
UBS Group
7
UBS Group
Switzerland
$25.1M 498,675 -128,170 -20%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$22M 435,754 -67,906 -13%
BWL
9
Bogart Wealth LLC
Virginia
$21.6M 428,127 +49,596 +13%
CFD
10
Creative Financial Designs
Indiana
$14.9M 295,522 +67,323 +30%
OWM
11
Orgel Wealth Management
Wisconsin
$12.5M 248,386 -73,991 -23%
FHA
12
First Horizon Advisors
Tennessee
$11.6M 230,426 -118,585 -34%
Osaic Holdings
13
Osaic Holdings
Arizona
$11.2M 221,964 +26,151 +13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.65M 191,440 +74,139 +63%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.08M 180,294 +11,783 +7%
EH
16
Equitable Holdings
New York
$8.79M 174,424 +107,256 +160%
RA
17
Rodgers & Associates
Pennsylvania
$8.47M 168,207 +18,306 +12%
AAS
18
Avantax Advisory Services
Texas
$8.25M 163,803 +6,648 +4%
MTC
19
Matrix Trust Company
Colorado
$8.1M 160,804 -2,481 -2%
Bank of America
20
Bank of America
North Carolina
$7.96M 157,986 -61,721 -28%
MCWS
21
McKinley Carter Wealth Services
West Virginia
$7.63M 151,420 +151,420 New
E
22
ETFidea
New York
$6.34M 125,898 -119 -0.1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$5.68M 112,763 -12,774 -10%
PS
24
Portfolio Strategies
New York
$5.19M 103,203 -2,610 -2%
FA
25
Fermata Advisors
California
$4.87M 96,723 +19,847 +26%