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iShares Morningstar Mid-Cap Growth ETF

96 hedge funds and large institutions have $283M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
32
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAL
76
Capital Advisors Ltd
Ohio
$76K 314
UCFA
77
United Capital Financial Advisors
Texas
$71K 290 +290 New
IF
78
Ironwood Financial
Arizona
$60K 247 -20 -7%
UBS AM
79
UBS AM
Illinois
$59.6K 245
TL
80
TrueWealth LLC
Georgia
$53K 216
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$49K 200
GEA
82
Glen Eagle Advisors
New Jersey
$43.8K 180
MFT
83
Moisand Fitzgerald Tamayo
Florida
$31K 129
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$26K 108 +3 +3%
US Bancorp
85
US Bancorp
Minnesota
$23K 95 -295 -76%
GRP
86
Global Retirement Partners
California
$20K 82 -25 -23%
JCM
87
Jacobi Capital Management
Pennsylvania
$19K 79
LDFR
88
Lehman & Derafelo Financial Resources
Pennsylvania
$14K 58
WT
89
Whittier Trust
California
$10K 40
GSC
90
G&S Capital
Colorado
$10K 43
CFGS
91
Concourse Financial Group Securities
Alabama
$10K 40 +40 New
William Blair & Company
92
William Blair & Company
Illinois
$9K 36 +30 +500%
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.52K 35
PA
94
Parallel Advisors
California
$4K 18
FA
95
FDx Advisors
Illinois
-1,610 Closed
WP
96
WealthPLAN Partners
Nebraska
-1,540 Closed
IDA
97
Intelligence Driven Advisers
California
-988 Closed
AEPG
98
American Economic Planning Group
New Jersey
-839 Closed
RJT
99
Raymond James Trust
Florida
-825 Closed
HFA
100
High Falls Advisors
New York
-800 Closed