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iShares Morningstar Mid-Cap Growth ETF

51 hedge funds and large institutions have $75.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 4951 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

0.36% less ownership

Funds ownership: 196.09%195.73% (-0.36%)

2% less capital invested

Capital invested by funds: $76.4M → $75.2M (-$1.19M)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
12
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$375K
HF
27
HRT Financial
New York
$362K +$369K +13,224 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$322K -$106K -3,798 -24%
VF
29
Virtu Financial
New York
$297K +$60.7K +2,178 +25%
AIG
30
American International Group
New York
$288K +$41.7K +1,494 +17%
BRWA
31
B. Riley Wealth Advisors
Florida
$265K
MCC
32
Mid Continent Capital
Illinois
$247K +$251K +9,000 New
IPC
33
Independent Portfolio Consultants
Florida
$179K
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$147K -$15.9K -570 -10%
MAM
35
Meeder Asset Management
Ohio
$97K
DAM
36
Delta Asset Management
Tennessee
$92K
Citigroup
37
Citigroup
New York
$75K +$12K +432 +19%
IF
38
Ironwood Financial
Arizona
$59K
CAL
39
Capital Advisors Ltd
Ohio
$52K
BRWM
40
B. Riley Wealth Management
Tennessee
$42K
ASN
41
Advisory Services Network
Georgia
$24K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$22K
US Bancorp
43
US Bancorp
Minnesota
$16K
IWMPD
44
Integrated Wealth Management (Palm Desert)
California
$13K
Barclays
45
Barclays
United Kingdom
$8K
WT
46
Whittier Trust
California
$7K
MCM
47
MV Capital Management
Maryland
$6K
HI
48
Hudock Inc
Pennsylvania
$2K
TFA
49
Transamerica Financial Advisors
Florida
$2K +$1.34K +48 New
TAIM
50
TD Ameritrade Investment Management
Nebraska
$1K -$167 -6 -10%