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iShares Morningstar Mid-Cap Growth ETF

49 hedge funds and large institutions have $76.4M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
15
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KFA
1
Kays Financial Advisory
Georgia
$15.3M 91,810 -2,191 -2%
SAM
2
Summit Asset Management
Tennessee
$9.66M 57,859 -3,316 -5%
Axa
3
Axa
France
$6.5M 38,930 +35,400 +1,003%
UBS Group
4
UBS Group
Switzerland
$5.99M 35,854 +4,094 +13%
MFS
5
MSI Financial Services
Massachusetts
$5.28M 31,607 +9,355 +42%
Wells Fargo
6
Wells Fargo
California
$5.04M 30,177 +2,506 +9%
Morgan Stanley
7
Morgan Stanley
New York
$3.87M 23,156 -32,069 -58%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.76M 22,585 +15,784 +232%
LPL Financial
9
LPL Financial
California
$3.18M 19,297 +1,195 +7%
CMP
10
Courage Miller Partners
Virginia
$2.72M 16,307 -1,177 -7%
Ameriprise
11
Ameriprise
Minnesota
$2.61M 15,623 +2,047 +15%
UFA
12
US Financial Advisors
Massachusetts
$1.32M 7,877 +1 +0%
MHS
13
M Holdings Securities
Oregon
$1.26M 7,540
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.05M 6,311 +163 +3%
NCM
15
Neumann Capital Management
California
$1.01M 6,056
GIA
16
GHP Investment Advisors
Colorado
$977K 5,848 -319 -5%
SIA
17
Starfire Investment Advisers
Michigan
$741K 4,440 +4,440 New
ALA
18
Atherton Lane Advisers
California
$636K 3,810 -445 -10%
SPC
19
Sigma Planning Corp
Michigan
$610K 3,650 -111 -3%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$541K 3,242 -42 -1%
Jane Street
21
Jane Street
New York
$540K 3,233 +3,233 New
ICAS
22
Investors Capital Advisory Services
Massachusetts
$456K 2,734
Bank of America
23
Bank of America
North Carolina
$454K 2,718 -655 -19%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$432K 2,587 -1,731 -40%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$381K 2,279 -234 -9%