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iShares Morningstar Mid-Cap Growth ETF

83 hedge funds and large institutions have $197M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+13
Holders Change %
+18.57%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
17
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWM
26
B. Riley Wealth Management
Tennessee
$1.31M +$1.31M +33,456 New
Creative Planning
27
Creative Planning
Kansas
$1.25M +$1.25M +31,848 New
WWM
28
Western Wealth Management
Colorado
$1.24M -$125K -3,174 -9%
VFA
29
Voya Financial Advisors
Connecticut
$1.17M +$1.17M +30,180 New
MHS
30
M Holdings Securities
Oregon
$1.17M
GIA
31
GHP Investment Advisors
Colorado
$1.08M -$141K -3,606 -12%
SIA
32
Starfire Investment Advisers
Michigan
$1.07M
NCM
33
Neumann Capital Management
California
$996K -$23.5K -600 -2%
KFA
34
Kays Financial Advisory
Georgia
$868K -$970K -24,738 -53%
MML Investors Services
35
MML Investors Services
Massachusetts
$849K +$459K +11,706 +118%
FSC
36
Full Sail Capital
Oklahoma
$745K +$745K +19,002 New
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$744K -$89.6K -2,286 -11%
IDA
38
Intelligence Driven Advisers
California
$635K -$50.6K -1,290 -7%
SPC
39
Sigma Planning Corp
Michigan
$411K
FA
40
FDx Advisors
Illinois
$377K +$377K +9,606 New
HighTower Advisors
41
HighTower Advisors
Illinois
$346K -$78.3K -1,986 -18%
Citigroup
42
Citigroup
New York
$314K +$79.8K +2,034 +34%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$294K -$82.3K -2,100 -22%
GIA
44
Gladstone Institutional Advisory
Florida
$266K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$263K +$27.1K +696 +11%
EIP
46
Ellis Investment Partners
Pennsylvania
$246K
IWM
47
IHT Wealth Management
Illinois
$236K +$236K +6,012 New
FFN
48
Focus Financial Network
Minnesota
$220K +$220K +5,598 New
AEPG
49
American Economic Planning Group
New Jersey
$211K +$211K +5,388 New
BAMG
50
Brand Asset Management Group
Missouri
$174K