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iShares Morningstar Mid-Cap Growth ETF

154 hedge funds and large institutions have $657M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
3.12%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
26
Increased
54
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MHR
126
Matthew Hamilton Rosenberg
$52K 161
CAL
127
Capital Advisors Ltd
Ohio
$48K 151
AI
128
AdvisorShares Investments
Maryland
$47.1K 147,015 +147,015 New
William Blair & Company
129
William Blair & Company
Illinois
$47K 147
MFT
130
Moisand Fitzgerald Tamayo
Florida
$41K 129
FCB
131
First Command Bank
Texas
$40K 125
FCFS
132
First Command Financial Services
Texas
$40K 125
ACA
133
Aptus Capital Advisors
Alabama
$35K 110 +40 +57%
IF
134
Ironwood Financial
Arizona
$30K 95
US Bancorp
135
US Bancorp
Minnesota
$30K 95
JCM
136
Jacobi Capital Management
Pennsylvania
$25K 79 -311 -80%
HPC
137
HM Payson & Co
Maine
$23K 73 +73 New
CFGS
138
Concourse Financial Group Securities
Alabama
$21K 65 +65 New
AIC
139
Archer Investment Corporation
Indiana
$18.3K 57 -106 -65%
WT
140
Whittier Trust
California
$13K 40
SFS
141
Sowell Financial Services
Arkansas
$13K 40
FFA
142
Founders Financial Alliance
North Carolina
$13K 41 +41 New
AWA
143
Arkadios Wealth Advisors
Georgia
$12.4K 36 -20 -36%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2K 35
CMA
145
Cedar Mountain Advisors
Oregon
$11K 34
JWM
146
Jeppson Wealth Management
California
$8K 25 +25 New
OIA
147
Optimum Investment Advisors
Illinois
$6K 20 -20 -50%
PA
148
Parallel Advisors
California
$6K 18
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$3K 10
S
150
SignatureFD
Georgia
$3K 10