We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

59 hedge funds and large institutions have $66.6M invested in iShares Morningstar Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 21 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

7% more funds holding

Funds holding: 5559 (+4)

6% more capital invested

Capital invested by funds: $62.6M → $66.6M (+$3.98M)

0.64% less ownership

Funds ownership: 158.48%157.84% (-0.64%)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$358K +$7.1K +216 +2%
AG
27
Advisor Group
Arizona
$354K -$306K -9,330 -47%
SPC
28
Sigma Planning Corp
Michigan
$343K -$49.3K -1,500 -13%
TH
29
Timber Hill
Connecticut
$304K -$373K -11,358 -56%
ACI
30
Alpha Cubed Investments
California
$253K
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$228K +$222K +6,750 New
IWM
32
IHT Wealth Management
Illinois
$207K +$108K +3,294 +125%
Citigroup
33
Citigroup
New York
$185K +$92.8K +2,826 +107%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$137K +$106K +3,240 +400%
DAM
35
Delta Asset Management
Tennessee
$113K
SWM
36
SeaCrest Wealth Management
New York
$92K +$89.9K +2,736 New
US Bancorp
37
US Bancorp
Minnesota
$79K
RFC
38
Regions Financial Corp
Alabama
$72K +$70K +2,130 New
CAL
39
Capital Advisors Ltd
Ohio
$64K
FAIM
40
Financial Advocates Investment Management
Washington
$63K +$61.1K +1,860 New
APA
41
American Portfolios Advisors
New York
$57.5K +$56K +1,704 New
IF
42
Ironwood Financial
Arizona
$54K
TL
43
TrueWealth LLC
Georgia
$52K +$50.9K +1,548 New
UBS AM
44
UBS AM
Illinois
$49.6K
JP Morgan Chase
45
JP Morgan Chase
New York
$40K
GRP
46
Global Retirement Partners
California
$36K -$17.3K -528 -33%
MFT
47
Moisand Fitzgerald Tamayo
Florida
$26K
JCM
48
Jacobi Capital Management
Pennsylvania
$17K
IA
49
IFP Advisors
Florida
$16K
ASN
50
Advisory Services Network
Georgia
$9K