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iShares Morningstar Mid-Cap Growth ETF

113 hedge funds and large institutions have $182M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
26
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$392K +$245K +6,732 +167%
WWM
52
Western Wealth Management
Colorado
$337K
CAM
53
Cresset Asset Management
Illinois
$334K -$4.79K -132 -1%
Citigroup
54
Citigroup
New York
$328K -$86.1K -2,370 -21%
SPC
55
Sigma Planning Corp
Michigan
$321K -$50.4K -1,386 -14%
Comerica Bank
56
Comerica Bank
Texas
$285K +$285K +6,924 New
OWA
57
Outlook Wealth Advisors
Texas
$278K -$1.29M -35,490 -82%
ASN
58
Advisory Services Network
Georgia
$277K
AWA
59
Arete Wealth Advisors
Illinois
$264K +$90.8K +2,502 +52%
IWM
60
IHT Wealth Management
Illinois
$261K -$5.46K -150 -2%
PSF
61
Pacific Sun Financial
California
$252K
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$241K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$233K -$12K -330 -5%
Prudential Financial
64
Prudential Financial
New Jersey
$232K +$232K +6,390 New
PA
65
PFG Advisors
Arizona
$228K +$228K +5,574 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$227K -$10.9K -300 -5%
SG
67
StoneX Group
New York
$225K -$174K -4,770 -44%
CA
68
Cetera Advisors
Colorado
$224K +$224K +6,174 New
PI
69
Parkside Investments
Illinois
$218K -$148K -4,074 -40%
CWM
70
Connecticut Wealth Management
Connecticut
$215K -$65.5K -1,800 -23%
APA
71
American Portfolios Advisors
New York
$212K +$61.9K +1,704 +41%
PAG
72
Private Advisor Group
New Jersey
$207K -$4.85M -133,380 -96%
EIP
73
Ellis Investment Partners
Pennsylvania
$189K
BAMG
74
Brand Asset Management Group
Missouri
$161K
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$138K