IMCG icon

iShares Morningstar Mid-Cap Growth ETF

119 hedge funds and large institutions have $224M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+23
Holders Change %
+23.96%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
32
Increased
20
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACP
51
Aveo Capital Partners
Colorado
$558K 2,122 +2,122 New
HighTower Advisors
52
HighTower Advisors
Illinois
$552K 2,101
WP
53
WealthSource Partners
California
$536K 2,040 +2,040 New
MML Investors Services
54
MML Investors Services
Massachusetts
$518K 1,971 -11,398 -85%
MWM
55
Meridian Wealth Management
Kentucky
$504K 1,918 +20 +1%
Citigroup
56
Citigroup
New York
$500K 1,899 +487 +34%
LFS
57
Legacy Financial Strategies
Kansas
$482K 1,833 +1,833 New
SG
58
StoneX Group
New York
$480K 1,825 +1,825 New
VFA
59
Voya Financial Advisors
Connecticut
$475K 1,814 -6,473 -78%
SPC
60
Sigma Planning Corp
Michigan
$448K 1,703
PI
61
Parkside Investments
Illinois
$441K 1,679
CA
62
Calton & Associates
Florida
$419K 1,593 -2,581 -62%
CAM
63
Cresset Asset Management
Illinois
$409K 1,555
WWM
64
Western Wealth Management
Colorado
$407K 1,548 -4,890 -76%
LAS
65
Lloyd Advisory Services
Georgia
$364K 1,382 +1,382 New
AI
66
Atria Investments
North Carolina
$339K 1,288 +1,288 New
CWM
67
Connecticut Wealth Management
Connecticut
$338K 1,285
ASN
68
Advisory Services Network
Georgia
$335K 1,272 +115 +10%
CWM
69
Capital Wealth Management
Rhode Island
$323K 1,227 +389 +46%
IWM
70
IHT Wealth Management
Illinois
$321K 1,221 +76 +7%
PSF
71
Pacific Sun Financial
California
$304K 1,155
Fidelity Investments
72
Fidelity Investments
Massachusetts
$296K 1,123 +2 +0.2%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$287K 1,090
GIA
74
Gladstone Institutional Advisory
Florida
$257K 978 -857 -47%
TWM
75
Titus Wealth Management
California
$256K 975