IMCG icon

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.

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
Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$692K +$204K +5,202 +42%
RJA
27
Raymond James & Associates
Florida
$664K +$664K +16,896 New
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$565K
Bank of New York Mellon
29
Bank of New York Mellon
New York
$471K -$5.89K -150 -1%
HighTower Advisors
30
HighTower Advisors
Illinois
$431K -$4.02K -102 -0.9%
SPC
31
Sigma Planning Corp
Michigan
$415K +$8.72K +222 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$365K +$89.7K +2,280 +33%
CWM
33
Cornerstone Wealth Management
Missouri
$361K -$50.2K -57,984 -12%
AEPG
34
American Economic Planning Group
New Jersey
$291K +$291K +7,404 New
PAG
35
Private Advisor Group
New Jersey
$282K +$282K +7,182 New
Stifel Financial
36
Stifel Financial
Missouri
$266K +$266K +6,774 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$238K +$238K +6,066 New
TWM
38
Titus Wealth Management
California
$230K +$230K +5,850 New
IWM
39
IHT Wealth Management
Illinois
$224K
BAMG
40
Brand Asset Management Group
Missouri
$174K
Citigroup
41
Citigroup
New York
$172K -$25.6K -654 -13%
DAM
42
Delta Asset Management
Tennessee
$132K
FHA
43
First Horizon Advisors
Tennessee
$132K +$60.3K +1,530 +84%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$119K
SWM
45
SeaCrest Wealth Management
New York
$96K -$11.8K -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