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iShares Morningstar Mid-Cap Growth ETF

56 hedge funds and large institutions have $50.7M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 5356 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less capital invested

Capital invested by funds: $58.7M → $50.7M (-$8.04M)

16.81% less ownership

Funds ownership: 173.25%156.44% (-17%)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
10
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
26
Sequoia Financial Advisors
Ohio
$399K -$45.5K -1,698 -10%
AG
27
Advisor Group
Arizona
$347K -$26.7K -996 -7%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$344K -$129K -4,806 -27%
SPC
29
Sigma Planning Corp
Michigan
$328K -$229K -8,550 -41%
FAAS
30
First Allied Advisory Services
California
$250K -$1.01M -37,626 -80%
PAG
31
Private Advisor Group
New Jersey
$212K +$205K +7,662 New
MFS
32
MSI Financial Services
Massachusetts
$207K -$23.8K -888 -10%
AEPG
33
American Economic Planning Group
New Jersey
$205K +$643 +24 +0.3%
IPC
34
Independent Portfolio Consultants
Florida
$177K
DAM
35
Delta Asset Management
Tennessee
$91K
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$90K
US Bancorp
37
US Bancorp
Minnesota
$63K
LWMT
38
Legacy Wealth Management (Tennessee)
Tennessee
$59.1K +$58.6K +2,190 New
UBS AM
39
UBS AM
Illinois
$53K +$52.2K +1,950 New
CAL
40
Capital Advisors Ltd
Ohio
$51K
IF
41
Ironwood Financial
Arizona
$46K
Citigroup
42
Citigroup
New York
$40K -$1.77K -66 -4%
JP Morgan Chase
43
JP Morgan Chase
New York
$32K
IWM
44
IHT Wealth Management
Illinois
$28K +$27.3K +1,020 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$22K
GRP
46
Global Retirement Partners
California
$21K +$37.3K +1,392 New
IA
47
IFP Advisors
Florida
$9K
WT
48
Whittier Trust
California
$6K
AAP
49
Arax Advisory Partners
Colorado
$4K +$3.86K +144 New
LWM
50
Lenox Wealth Management
Ohio
$3K