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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.

New
Increased
Maintained
Reduced
Closed

84% more capital invested

Capital invested by funds: $75.2M → $139M (+$63.3M)

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 6467 (+3)

0.85% more ownership

Funds ownership: 202.16%203% (+0.85%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

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
Change in
Stake
TL
51
TrueWealth LLC
Georgia
$61K
UBS AM
52
UBS AM
Illinois
$57.8K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$34K +$33.5K +876 New
GRP
54
Global Retirement Partners
California
$33K -$5.97K -156 -16%
RCAG
55
Rehmann Capital Advisory Group
Michigan
$32.3K +$31.5K +822 New
MFT
56
Moisand Fitzgerald Tamayo
Florida
$30K
IA
57
IFP Advisors
Florida
$19K
JCM
58
Jacobi Capital Management
Pennsylvania
$19K
ASN
59
Advisory Services Network
Georgia
$11K
WT
60
Whittier Trust
California
$9K
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.24K
AAP
62
Arax Advisory Partners
Colorado
$6K
LWM
63
Lenox Wealth Management
Ohio
$4K
PA
64
Parallel Advisors
California
$4K
NFG
65
Next Financial Group
Texas
$4K +$3.45K +90 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
-$5.43M -148,980 Closed
VF
67
Virtu Financial
New York
-$425K -11,664 Closed
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
-$242K -6,642 Closed
CF
69
Centaurus Financial
California
-$8K -222 Closed
SEI Investments
70
SEI Investments
Pennsylvania
-$4K -114 Closed
AS
71
Altshuler Shaham
Israel
-$1K -54 Closed
IWP
72
Icon Wealth Partners
Texas
-$2K -54 Closed