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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 %
TL
101
TrueWealth LLC
Georgia
$156K 531 +315 +146%
CAN
102
Cetera Advisor Networks
California
$150K 510 +510 New
FHA
103
First Horizon Advisors
Tennessee
$145K 493
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$138K 471 -3,074 -87%
SJIM
105
St. Johns Investment Management
Florida
$136K 465
TAIM
106
TD Ameritrade Investment Management
Nebraska
$135K 462 -117 -20%
GWM
107
Geneos Wealth Management
Colorado
$121K 425
HI
108
Hudock Inc
Pennsylvania
$99K 340 +340 New
IA
109
IFP Advisors
Florida
$82K 283 +34 +14%
BWA
110
Burt Wealth Advisors
Maryland
$73K 250 +250 New
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$59K 200
CAC
112
Certified Advisory Corp
Florida
$59K 200 +200 New
GEA
113
Glen Eagle Advisors
New Jersey
$52.8K 180
AIC
114
Archer Investment Corporation
Indiana
$47.8K 163
MHR
115
Matthew Hamilton Rosenberg
$47K 161
CAL
116
Capital Advisors Ltd
Ohio
$44K 151
William Blair & Company
117
William Blair & Company
Illinois
$43K 147 +111 +308%
MFT
118
Moisand Fitzgerald Tamayo
Florida
$38K 129
FCB
119
First Command Bank
Texas
$37K 125 +125 New
FCFS
120
First Command Financial Services
Texas
$37K 125 +125 New
IF
121
Ironwood Financial
Arizona
$28K 95
US Bancorp
122
US Bancorp
Minnesota
$28K 95
JCM
123
Jacobi Capital Management
Pennsylvania
$23K 390 +311 +394%
ACA
124
Aptus Capital Advisors
Alabama
$20K 70 +70 New
AWA
125
Arkadios Wealth Advisors
Georgia
$16.8K 56 +56 New