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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 %
DAM
51
Delta Asset Management
Tennessee
$132K
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$114K +$13K +330 +13%
FHA
53
First Horizon Advisors
Tennessee
$111K -$20.3K -516 -15%
SJIM
54
St. Johns Investment Management
Florida
$109K +$109K +2,790 New
APA
55
American Portfolios Advisors
New York
$95.1K
US Bancorp
56
US Bancorp
Minnesota
$92K
SWM
57
SeaCrest Wealth Management
New York
$90K -$5.91K -150 -6%
GIP
58
Granite Investment Partners
California
$89K +$89K +2,190 New
RFC
59
Regions Financial Corp
Alabama
$84K
CAL
60
Capital Advisors Ltd
Ohio
$74K
IF
61
Ironwood Financial
Arizona
$63K
TL
62
TrueWealth LLC
Georgia
$61K
UBS AM
63
UBS AM
Illinois
$57.6K
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$47K -$38.8K -990 -45%
GEA
65
Glen Eagle Advisors
New Jersey
$42.4K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$34K
RCAG
67
Rehmann Capital Advisory Group
Michigan
$33.4K +$33.4K +852 New
MFT
68
Moisand Fitzgerald Tamayo
Florida
$30K
GRP
69
Global Retirement Partners
California
$25K -$7.48K -192 -23%
JCM
70
Jacobi Capital Management
Pennsylvania
$19K
LDFR
71
Lehman & Derafelo Financial Resources
Pennsylvania
$14K
ASN
72
Advisory Services Network
Georgia
$11K
GSC
73
G&S Capital
Colorado
$10K +$10K +258 New
WT
74
Whittier Trust
California
$9K
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.24K