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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
RFC
51
Regions Financial Corp
Alabama
$69K
CAL
52
Capital Advisors Ltd
Ohio
$61K
IF
53
Ironwood Financial
Arizona
$52K
TL
54
TrueWealth LLC
Georgia
$50K
UBS AM
55
UBS AM
Illinois
$47.6K
GEA
56
Glen Eagle Advisors
New Jersey
$35K +$37.6K +1,080 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$28K
GRP
58
Global Retirement Partners
California
$27K +$209 +6 +0.7%
MFT
59
Moisand Fitzgerald Tamayo
Florida
$25K
IA
60
IFP Advisors
Florida
$16K +$1.04K +30 +6%
JCM
61
Jacobi Capital Management
Pennsylvania
$15K
LDFR
62
Lehman & Derafelo Financial Resources
Pennsylvania
$11K +$12.1K +348 New
ASN
63
Advisory Services Network
Georgia
$9K
WT
64
Whittier Trust
California
$8K
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.8K
LWM
66
Lenox Wealth Management
Ohio
$3K
NFG
67
Next Financial Group
Texas
$3K
PA
68
Parallel Advisors
California
$3K
CWM
69
Cornerstone Wealth Management
Missouri
-$361K -416,934 Closed
WI
70
WBI Investments
New Jersey
-$2.54M -64,692 Closed
AEPG
71
American Economic Planning Group
New Jersey
-$291K -7,404 Closed
PAG
72
Private Advisor Group
New Jersey
-$282K -7,182 Closed
Stifel Financial
73
Stifel Financial
Missouri
-$266K -6,774 Closed
TWM
74
Titus Wealth Management
California
-$230K -5,850 Closed
IWM
75
IHT Wealth Management
Illinois
-$224K -5,700 Closed