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iShares Morningstar Mid-Cap Growth ETF

139 hedge funds and large institutions have $407M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
139
Holders Change
+26
Holders Change %
+23.01%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
43
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
51
AE Wealth Management
Kansas
$980K 3,341 -117 -3%
SS
52
Simplicity Solutions
Minnesota
$975K 3,326 -44 -1%
AWA
53
Arete Wealth Advisors
Illinois
$945K 3,224 +2,012 +166%
HIA
54
Harbor Investment Advisory
Maryland
$927K 3,160 -100 -3%
TRCT
55
Tower Research Capital (TRC)
New York
$896K 3,056 -6,578 -68%
KFA
56
Kays Financial Advisory
Georgia
$785K 2,676 -9 -0.3%
CWM
57
Capital Wealth Management
Rhode Island
$777K 2,649 -276 -9%
BWA
58
Beam Wealth Advisors
Louisiana
$750K 2,486 +2,486 New
FSC
59
Full Sail Capital
Oklahoma
$728K 2,320 -24 -1%
BAM
60
Belpointe Asset Management
Nevada
$688K 2,347 +2,347 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$630K 2,147 +352 +20%
HighTower Advisors
62
HighTower Advisors
Illinois
$612K 2,090
Citigroup
63
Citigroup
New York
$561K 1,915 +411 +27%
CF
64
Centaurus Financial
California
$549K 1,874 +1,874 New
PA
65
PFG Advisors
Arizona
$545K 1,791 +862 +93%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$501K 1,711 +671 +65%
WWM
67
Western Wealth Management
Colorado
$498K 1,697 +149 +10%
WWM
68
Windsor Wealth Management
Indiana
$483K 1,646 +1,646 New
NCM
69
Niemann Capital Management
Nevada
$454K 1,549 +1,549 New
OIA
70
OneDigital Investment Advisors
Kansas
$448K 1,527 +1,527 New
IWM
71
IHT Wealth Management
Illinois
$443K 1,510 +314 +26%
NL
72
NWAM LLC
Washington
$405K 1,382
CA
73
Cetera Advisors
Colorado
$397K 1,355 +326 +32%
Prudential Financial
74
Prudential Financial
New Jersey
$360K 1,229 +164 +15%
ASN
75
Advisory Services Network
Georgia
$353K 1,204 -68 -5%