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iShares Morningstar Mid-Cap Growth ETF

64 hedge funds and large institutions have $75.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

38.32% more ownership

Funds ownership: 163.84%202.16% (+38%)

5% more capital invested

Capital invested by funds: $71.5M → $75.2M (+$3.72M)

5% more funds holding

Funds holding: 6164 (+3)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$434K
VF
27
Virtu Financial
New York
$425K -$1.62M -45,330 -80%
HighTower Advisors
28
HighTower Advisors
Illinois
$402K
SPC
29
Sigma Planning Corp
Michigan
$377K +$6.23K +174 +2%
AG
30
Advisor Group
Arizona
$372K -$37.8K -1,056 -9%
CWM
31
Cornerstone Wealth Management
Missouri
$361K +$17M +474,918 New
PSF
32
Pacific Sun Financial
California
$270K
MML Investors Services
33
MML Investors Services
Massachusetts
$256K +$24.5K +684 +11%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$242K -$3.87K -108 -2%
IWM
35
IHT Wealth Management
Illinois
$208K +$33.3K +930 +19%
Citigroup
36
Citigroup
New York
$184K -$5.58K -156 -3%
BAMG
37
Brand Asset Management Group
Missouri
$162K +$159K +4,428 New
DAM
38
Delta Asset Management
Tennessee
$123K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$111K
SWM
40
SeaCrest Wealth Management
New York
$100K
APA
41
American Portfolios Advisors
New York
$88.4K +$25.8K +720 +42%
US Bancorp
42
US Bancorp
Minnesota
$85K
RFC
43
Regions Financial Corp
Alabama
$78K
CAL
44
Capital Advisors Ltd
Ohio
$69K
FHA
45
First Horizon Advisors
Tennessee
$66K +$65.1K +1,818 New
IF
46
Ironwood Financial
Arizona
$58K
TL
47
TrueWealth LLC
Georgia
$56K
UBS AM
48
UBS AM
Illinois
$53.6K
GRP
49
Global Retirement Partners
California
$36K
MFT
50
Moisand Fitzgerald Tamayo
Florida
$28K