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iShares Morningstar Mid-Cap Growth ETF

36 hedge funds and large institutions have $51.5M invested in iShares Morningstar Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more capital invested

Capital invested by funds: $36.3M → $51.5M (+$15.3M)

39.76% more ownership

Funds ownership: 121.12%160.87% (+40%)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 3636 (0)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
7
Increased
8
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1
Kays Financial Advisory
Georgia
$13.7M +$13.1M +577,566 New
SAM
2
Summit Asset Management
Tennessee
$9.14M -$272K -11,964 -3%
CS
3
Credit Suisse
Switzerland
$5.13M +$1.87M +82,398 +62%
Morgan Stanley
4
Morgan Stanley
New York
$3.47M -$176K -7,758 -5%
U
5
UBS
Switzerland
$2.64M -$103K -4,542 -4%
CMP
6
Courage Miller Partners
Virginia
$2.59M -$438K -19,284 -15%
Bank of America
7
Bank of America
North Carolina
$2.44M -$1.82M -80,154 -44%
Wells Fargo
8
Wells Fargo
California
$2.33M -$121K -5,334 -5%
LPL Financial
9
LPL Financial
California
$2.18M +$4.37K +192 +0.2%
Ameriprise
10
Ameriprise
Minnesota
$1.17M +$85K +3,738 +8%
MHS
11
M Holdings Securities
Oregon
$1.07M +$1.03M +45,240 New
TH
12
Timber Hill
Connecticut
$852K +$815K +35,838 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$803K +$107K +4,686 +16%
GIA
14
GHP Investment Advisors
Colorado
$790K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$580K +$200K +8,790 +56%
Axa
16
Axa
France
$503K
JMPWA
17
JP Morgan Private Wealth Advisors
California
$480K +$4.09K +180 +0.9%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$396K +$379K +16,656 New
Citigroup
19
Citigroup
New York
$290K +$116K +5,100 +72%
BRWA
20
B. Riley Wealth Advisors
Florida
$223K
MFS
21
MSI Financial Services
Massachusetts
$169K -$4.23K -186 -3%
AIG
22
American International Group
New York
$103K +$136 +6 +0.1%
DADC
23
D.A. Davidson & Co
Montana
$93K
DAM
24
Delta Asset Management
Tennessee
$80K
WA
25
WFG Advisors
Texas
$78K