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iShares Morningstar Mid-Cap Growth ETF

139 hedge funds and large institutions have $407M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
139
Holders Change
+26
Holders Change %
+23.01%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
43
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AI
26
Atria Investments
North Carolina
$3.84M 13,098 +13,098 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$3.65M 52,933
MHS
28
M Holdings Securities
Oregon
$3.58M 12,195 +12,195 New
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$3.17M 10,796 +3,450 +47%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$3.07M 10,459 +1,480 +16%
BCM
31
Brookstone Capital Management
Illinois
$2.56M 8,745 +8,745 New
CMP
32
Courage Miller Partners
Virginia
$2.53M 8,627 -186 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.49M 8,507 -1,444 -15%
Stifel Financial
34
Stifel Financial
Missouri
$2.46M 8,397 -14,453 -63%
SPC
35
Sigma Planning Corp
Michigan
$1.86M 6,346 +4,874 +331%
VA
36
Valmark Advisers
Ohio
$1.83M 6,230 +6,230 New
FEM
37
Fulcrum Equity Management
Texas
$1.74M 5,937 +5,937 New
PFA
38
Pinnacle Family Advisors
Missouri
$1.67M 5,695 +5,695 New
TA
39
Townsend & Associates
Colorado
$1.48M 5,061 +881 +21%
PAIM
40
Punch & Associates Investment Management
Minnesota
$1.47M 5,011
TC
41
TAP Consulting
Missouri
$1.44M 4,919 +864 +21%
EP
42
Eudaimonia Partners
Tennessee
$1.41M 4,794 +157 +3%
SIA
43
Starfire Investment Advisers
Michigan
$1.37M 4,676 +1 +0%
CFD
44
Creative Financial Designs
Indiana
$1.31M 4,457 +701 +19%
GIA
45
GHP Investment Advisors
Colorado
$1.27M 4,334 -39 -0.9%
OWA
46
Outlook Wealth Advisors
Texas
$1.25M 4,278 +3,002 +235%
Creative Planning
47
Creative Planning
Kansas
$1.24M 4,221 +29 +0.7%
NCM
48
Neumann Capital Management
California
$1.17M 3,994
MWM
49
Merriman Wealth Management
Washington
$1.1M 3,759 -1,016 -21%
KA
50
Kovack Advisors
Florida
$1.02M 3,468 +3,468 New