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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 %
OIA
126
Optimum Investment Advisors
Illinois
$12K 40 -279 -87%
SFS
127
Sowell Financial Services
Arkansas
$12K 40
WT
128
Whittier Trust
California
$12K 40
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K 35
CMA
130
Cedar Mountain Advisors
Oregon
$10K 34 -5 -13%
PA
131
Parallel Advisors
California
$5K 18
FHA
132
Flagship Harbor Advisors
Massachusetts
$4K 15
GRP
133
Global Retirement Partners
California
$4K 14
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$3K 10
S
135
SignatureFD
Georgia
$3K 10
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$3K 10
PP
137
PrairieView Partners
Minnesota
$2K 7
OPS
138
Orion Portfolio Solutions
Nebraska
$2K 7 +7 New
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$2K 8 +8 New
WIM
140
Westside Investment Management
California
$146 500
EF
141
Empowered Funds
Pennsylvania
-12,173 Closed
Jane Street
142
Jane Street
New York
-3,857 Closed
PI
143
Parkside Investments
Illinois
-1,000 Closed
CWM
144
Connecticut Wealth Management
Connecticut
-985 Closed
LDFR
145
Lehman & Derafelo Financial Resources
Pennsylvania
-58 Closed
SWA
146
Stratos Wealth Advisors
Ohio
-53 Closed
CFGS
147
Concourse Financial Group Securities
Alabama
-51 Closed
NFG
148
Next Financial Group
Texas
-46 Closed
SF
149
Synovus Financial
Georgia
-38 Closed
KFI
150
Key Financial Inc
Pennsylvania
-16 Closed