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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.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $56.9M → $65.2M (+$8.22M)

14.22% more ownership

Funds ownership: 171.71%185.93% (+14%)

7% more funds holding

Funds holding: 4245 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

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 Holding Trade Value Shares
Change
Change in
Stake
KFA
1
Kays Financial Advisory
Georgia
$14.7M -$238K -9,444 -2%
SAM
2
Summit Asset Management
Tennessee
$9.58M -$56.2K -2,226 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$8.64M +$2.86M +113,460 +52%
UBS Group
4
UBS Group
Switzerland
$4.97M +$4.81M +190,560 New
Wells Fargo
5
Wells Fargo
California
$4.33M +$821K +32,538 +24%
MFS
6
MSI Financial Services
Massachusetts
$3.48M +$3.2M +126,762 +1,878%
LPL Financial
7
LPL Financial
California
$2.83M +$929K +36,816 +51%
CMP
8
Courage Miller Partners
Virginia
$2.74M -$25.3K -1,002 -0.9%
Ameriprise
9
Ameriprise
Minnesota
$2.13M +$117K +4,644 +6%
UFA
10
US Financial Advisors
Massachusetts
$1.23M +$1.19M +47,256 New
MHS
11
M Holdings Securities
Oregon
$1.18M +$262K +10,392 +30%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.06M +$1.03M +40,806 New
GIA
13
GHP Investment Advisors
Colorado
$966K +$12.1K +480 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$962K +$30.1K +1,194 +3%
NCM
15
Neumann Capital Management
California
$948K +$917K +36,336 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$676K -$356K -14,094 -35%
ALA
17
Atherton Lane Advisers
California
$666K
SPC
18
Sigma Planning Corp
Michigan
$589K +$569K +22,566 New
Axa
19
Axa
France
$553K
Bank of America
20
Bank of America
North Carolina
$528K -$1.15M -45,642 -69%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$514K -$8.63K -342 -2%
ICAS
22
Investors Capital Advisory Services
Massachusetts
$428K +$414K +16,404 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$393K -$46.6K -1,848 -11%
IPC
24
Independent Portfolio Consultants
Florida
$171K
AIG
25
American International Group
New York
$162K