We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

53 hedge funds and large institutions have $58.7M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $56.4M → $58.7M (+$2.35M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.33% less ownership

Funds ownership: 173.58%173.25% (-0.33%)

4% less funds holding

Funds holding: 5553 (-2)

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
16
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Next Financial Group
Texas
$2K +$2.43K +90 New
SG Americas Securities
52
SG Americas Securities
New York
-$530K -20,400 Closed
HFA
53
High Falls Advisors
New York
-$124K -4,800 Closed
WAM
54
Wealthspire Advisors (Maryland)
Maryland
-$45K -1,722 Closed
GWM
55
Geneos Wealth Management
Colorado
-$11K -456 Closed