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iShares Morningstar Mid-Cap Growth ETF

67 hedge funds and large institutions have $139M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more capital invested

Capital invested by funds: $75.2M → $139M (+$63.3M)

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 6467 (+3)

0.85% more ownership

Funds ownership: 202.16%203% (+0.85%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$692K +$199K +5,202 +42%
RJA
27
Raymond James & Associates
Florida
$664K +$647K +16,896 New
JP Morgan Chase
28
JP Morgan Chase
New York
$565K
Bank of New York Mellon
29
Bank of New York Mellon
New York
$471K -$5.74K -150 -1%
HighTower Advisors
30
HighTower Advisors
Illinois
$431K -$3.9K -102 -0.9%
SPC
31
Sigma Planning Corp
Michigan
$415K +$8.5K +222 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$365K +$87.3K +2,280 +33%
CWM
33
Cornerstone Wealth Management
Missouri
$361K -$2.22M -57,984 -12%
AEPG
34
American Economic Planning Group
New Jersey
$291K +$283K +7,404 New
PAG
35
Private Advisor Group
New Jersey
$282K +$275K +7,182 New
Stifel Financial
36
Stifel Financial
Missouri
$266K +$259K +6,774 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$238K +$232K +6,066 New
TWM
38
Titus Wealth Management
California
$230K +$224K +5,850 New
IWM
39
IHT Wealth Management
Illinois
$224K
BAMG
40
Brand Asset Management Group
Missouri
$174K
Citigroup
41
Citigroup
New York
$172K -$25K -654 -13%
DAM
42
Delta Asset Management
Tennessee
$132K
FHA
43
First Horizon Advisors
Tennessee
$132K +$58.6K +1,530 +84%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$119K
SWM
45
SeaCrest Wealth Management
New York
$96K -$11.5K -300 -11%
APA
46
American Portfolios Advisors
New York
$95.2K
US Bancorp
47
US Bancorp
Minnesota
$92K
RFC
48
Regions Financial Corp
Alabama
$84K
CAL
49
Capital Advisors Ltd
Ohio
$74K
IF
50
Ironwood Financial
Arizona
$63K