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iShares Morningstar Mid-Cap Growth ETF

61 hedge funds and large institutions have $71.5M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$434K +$64K +1,836 +17%
AG
27
Advisor Group
Arizona
$393K +$26.2K +750 +7%
HighTower Advisors
28
HighTower Advisors
Illinois
$386K -$465K -13,314 -55%
SPC
29
Sigma Planning Corp
Michigan
$355K
PSF
30
Pacific Sun Financial
California
$249K +$249K +7,122 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$236K
MML Investors Services
32
MML Investors Services
Massachusetts
$221K +$221K +6,318 New
TWM
33
Titus Wealth Management
California
$204K +$204K +5,850 New
Citigroup
34
Citigroup
New York
$182K -$9.45K -270 -5%
IWM
35
IHT Wealth Management
Illinois
$161K -$39.1K -1,158 -20%
DAM
36
Delta Asset Management
Tennessee
$117K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$106K -$35.4K -1,014 -25%
SWM
38
SeaCrest Wealth Management
New York
$96K
US Bancorp
39
US Bancorp
Minnesota
$82K
RFC
40
Regions Financial Corp
Alabama
$74K
CAL
41
Capital Advisors Ltd
Ohio
$66K
APA
42
American Portfolios Advisors
New York
$59.5K
IF
43
Ironwood Financial
Arizona
$56K
TL
44
TrueWealth LLC
Georgia
$54K
IIC
45
Integrated Investment Consultants
Michigan
$52K +$52K +1,500 New
UBS AM
46
UBS AM
Illinois
$51.3K
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$42K
GRP
48
Global Retirement Partners
California
$34K -$2.7K -78 -7%
MFT
49
Moisand Fitzgerald Tamayo
Florida
$27K
IA
50
IFP Advisors
Florida
$16K