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iShares Morningstar Mid-Cap Growth ETF

70 hedge funds and large institutions have $85.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

4% more funds holding

Funds holding: 6770 (+3)

21.61% less ownership

Funds ownership: 203%181.39% (-22%)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

38% less capital invested

Capital invested by funds: $139M → $85.2M (-$53.3M)

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
14
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$877K +$101K +2,910 +12%
NCM
27
Neumann Capital Management
California
$842K
JMPWA
28
JP Morgan Private Wealth Advisors
California
$689K -$23K -660 -3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$647K +$695K +19,962 New
IDA
30
Intelligence Driven Advisers
California
$567K +$609K +17,490 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$424K -$158K -4,548 -26%
VF
32
Virtu Financial
New York
$371K +$399K +11,466 New
HighTower Advisors
33
HighTower Advisors
Illinois
$347K -$6.27K -180 -2%
SPC
34
Sigma Planning Corp
Michigan
$339K -$2.92K -84 -0.8%
MML Investors Services
35
MML Investors Services
Massachusetts
$322K +$22.8K +654 +7%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$311K -$83.1K -2,388 -20%
RJA
37
Raymond James & Associates
Florida
$279K -$288K -8,280 -49%
SG Americas Securities
38
SG Americas Securities
New York
$233K +$251K +7,200 New
GIA
39
Gladstone Institutional Advisory
Florida
$220K +$236K +6,780 New
EIP
40
Ellis Investment Partners
Pennsylvania
$201K +$217K +6,222 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$194K
Citigroup
42
Citigroup
New York
$193K +$54.9K +1,578 +36%
BAMG
43
Brand Asset Management Group
Missouri
$143K
DAM
44
Delta Asset Management
Tennessee
$109K
FHA
45
First Horizon Advisors
Tennessee
$108K -$209 -6 -0.2%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$83K -$16.1K -462 -15%
SWM
47
SeaCrest Wealth Management
New York
$79K
APA
48
American Portfolios Advisors
New York
$78.5K
US Bancorp
49
US Bancorp
Minnesota
$76K
JP Morgan Chase
50
JP Morgan Chase
New York
$71K -$425K -12,198 -85%