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iShares Morningstar Mid-Cap Growth ETF

53 hedge funds and large institutions have $58.7M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $56.4M → $58.7M (+$2.35M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.33% less ownership

Funds ownership: 173.58%173.25% (-0.33%)

4% less funds holding

Funds holding: 5553 (-2)

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
16
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$476K -$64.5K -2,394 -12%
SFA
27
Sequoia Financial Advisors
Ohio
$447K -$239K -8,850 -35%
AG
28
Advisor Group
Arizona
$375K -$275K -10,194 -42%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$319K +$485 +18 +0.2%
TH
30
Timber Hill
Connecticut
$311K +$309K +11,460 New
VKH
31
Virtu KCG Holdings
New York
$260K -$463K -17,160 -64%
BRWA
32
B. Riley Wealth Advisors
Florida
$245K
MFS
33
MSI Financial Services
Massachusetts
$232K -$165K -6,126 -42%
AEPG
34
American Economic Planning Group
New Jersey
$206K +$204K +7,572 New
IPC
35
Independent Portfolio Consultants
Florida
$178K
DAM
36
Delta Asset Management
Tennessee
$91K
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$90K +$10.8K +402 +14%
US Bancorp
38
US Bancorp
Minnesota
$64K +$47.7K +1,770 +311%
CAL
39
Capital Advisors Ltd
Ohio
$51K
IF
40
Ironwood Financial
Arizona
$46K
Citigroup
41
Citigroup
New York
$42K +$2.1K +78 +5%
JP Morgan Chase
42
JP Morgan Chase
New York
$33K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$22K
IWMPD
44
Integrated Wealth Management (Palm Desert)
California
$13K
JCM
45
Jacobi Capital Management
Pennsylvania
$13K
IA
46
IFP Advisors
Florida
$9K +$8.89K +330 New
ASN
47
Advisory Services Network
Georgia
$7K
WT
48
Whittier Trust
California
$7K
LWM
49
Lenox Wealth Management
Ohio
$2K
TAIM
50
TD Ameritrade Investment Management
Nebraska
$2K