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iShares Morningstar Mid-Cap Growth ETF

49 hedge funds and large institutions have $76.4M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

17% more capital invested

Capital invested by funds: $65.2M → $76.4M (+$11.2M)

10.16% more ownership

Funds ownership: 185.93%196.09% (+10%)

9% more funds holding

Funds holding: 4549 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
15
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$275K +$265K +9,906 New
BRWA
27
B. Riley Wealth Advisors
Florida
$268K
AIG
28
American International Group
New York
$250K +$75.1K +2,808 +45%
VF
29
Virtu Financial
New York
$240K +$231K +8,658 New
IPC
30
Independent Portfolio Consultants
Florida
$182K
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$164K +$80.2K +3,000 +102%
DADC
32
D.A. Davidson & Co
Montana
$108K
MAM
33
Meeder Asset Management
Ohio
$98K +$4.65K +174 +5%
DAM
34
Delta Asset Management
Tennessee
$94K
Citigroup
35
Citigroup
New York
$64K +$321 +12 +0.5%
IF
36
Ironwood Financial
Arizona
$60K +$57.7K +2,160 New
CAL
37
Capital Advisors Ltd
Ohio
$52K
BRWM
38
B. Riley Wealth Management
Tennessee
$43K
ASN
39
Advisory Services Network
Georgia
$24K +$7.22K +270 +45%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$23K
US Bancorp
41
US Bancorp
Minnesota
$16K +$15.2K +570 New
IWMPD
42
Integrated Wealth Management (Palm Desert)
California
$13K +$12.7K +474 New
Barclays
43
Barclays
United Kingdom
$8K
WT
44
Whittier Trust
California
$7K
MCM
45
MV Capital Management
Maryland
$6K
HI
46
Hudock Inc
Pennsylvania
$3K
TRCT
47
Tower Research Capital (TRC)
New York
$3K +$2.89K +108 New
TAIM
48
TD Ameritrade Investment Management
Nebraska
$2K +$962 +36 +150%
WA
49
WFG Advisors
Texas
-$87K -3,318 Closed
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$78 -3,000 Closed