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iShares Morningstar Mid-Cap Growth ETF

55 hedge funds and large institutions have $62.6M invested in iShares Morningstar Mid-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $51.2M → $62.6M (+$11.4M)

18.19% more ownership

Funds ownership: 140.28%158.48% (+18%)

2% more funds holding

Funds holding: 5455 (+1)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
26
Axa
France
$575K
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$529K -$14.5K -468 -3%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$451K -$19.6K -636 -4%
SPC
29
Sigma Planning Corp
Michigan
$369K -$14.6K -474 -4%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$328K +$212K +6,858 +194%
SFA
31
Sequoia Financial Advisors
Ohio
$282K -$13K -420 -4%
PAG
32
Private Advisor Group
New Jersey
$247K
ACI
33
Alpha Cubed Investments
California
$237K +$232K +7,500 New
DAM
34
Delta Asset Management
Tennessee
$106K
IWM
35
IHT Wealth Management
Illinois
$85K -$15K -486 -16%
Citigroup
36
Citigroup
New York
$84K +$20.8K +672 +34%
US Bancorp
37
US Bancorp
Minnesota
$74K
CAL
38
Capital Advisors Ltd
Ohio
$60K
IF
39
Ironwood Financial
Arizona
$51K
UBS AM
40
UBS AM
Illinois
$46.5K
JP Morgan Chase
41
JP Morgan Chase
New York
$38K
BF
42
BOK Financial
Oklahoma
$33K +$32.2K +1,044 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$26K
GRP
44
Global Retirement Partners
California
$24K +$6.12K +198 +14%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$24K +$23.9K +774 New
IA
46
IFP Advisors
Florida
$15K
JCM
47
Jacobi Capital Management
Pennsylvania
$15K
ASN
48
Advisory Services Network
Georgia
$9K
WT
49
Whittier Trust
California
$8K
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.64K +$6.49K +210 New