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iShares Morningstar Mid-Cap Growth ETF

45 hedge funds and large institutions have $65.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
10
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KFA
1
Kays Financial Advisory
Georgia
$14.7M 94,001 -1,574 -2%
SAM
2
Summit Asset Management
Tennessee
$9.58M 61,175 -371 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$8.65M 55,225 +18,910 +52%
UBS Group
4
UBS Group
Switzerland
$4.97M 31,760 +31,760 New
Wells Fargo
5
Wells Fargo
California
$4.33M 27,671 +5,423 +24%
MFS
6
MSI Financial Services
Massachusetts
$3.48M 22,252 +21,127 +1,878%
LPL Financial
7
LPL Financial
California
$2.83M 18,102 +6,136 +51%
CMP
8
Courage Miller Partners
Virginia
$2.74M 17,484 -167 -0.9%
Ameriprise
9
Ameriprise
Minnesota
$2.13M 13,576 +774 +6%
UFA
10
US Financial Advisors
Massachusetts
$1.23M 7,876 +7,876 New
MHS
11
M Holdings Securities
Oregon
$1.18M 7,540 +1,732 +30%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.06M 6,801 +6,801 New
GIA
13
GHP Investment Advisors
Colorado
$966K 6,167 +80 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$962K 6,148 +199 +3%
NCM
15
Neumann Capital Management
California
$948K 6,056 +6,056 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$676K 4,318 -2,349 -35%
ALA
17
Atherton Lane Advisers
California
$666K 4,255
SPC
18
Sigma Planning Corp
Michigan
$589K 3,761 +3,761 New
Axa
19
Axa
France
$553K 3,530
Bank of America
20
Bank of America
North Carolina
$528K 3,373 -7,607 -69%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$514K 3,284 -57 -2%
ICAS
22
Investors Capital Advisory Services
Massachusetts
$428K 2,734 +2,734 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$393K 2,513 -308 -11%
IPC
24
Independent Portfolio Consultants
Florida
$171K 1,090
AIG
25
American International Group
New York
$162K 1,032