We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

51 hedge funds and large institutions have $75.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 4951 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

0.36% less ownership

Funds ownership: 196.09%195.73% (-0.36%)

2% less capital invested

Capital invested by funds: $76.4M → $75.2M (-$1.19M)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
12
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1
Kays Financial Advisory
Georgia
$15.1M -$35.1K -1,260 -0.2%
SAM
2
Summit Asset Management
Tennessee
$9.29M -$238K -8,550 -2%
Axa
3
Axa
France
$6.41M
UBS Group
4
UBS Group
Switzerland
$6.02M +$122K +4,374 +2%
Wells Fargo
5
Wells Fargo
California
$4.71M -$259K -9,282 -5%
Morgan Stanley
6
Morgan Stanley
New York
$4.28M +$479K +17,166 +12%
LPL Financial
7
LPL Financial
California
$3.3M +$123K +4,404 +4%
MFS
8
MSI Financial Services
Massachusetts
$3.1M -$2.14M -76,836 -41%
Ameriprise
9
Ameriprise
Minnesota
$2.88M +$311K +11,136 +12%
CMP
10
Courage Miller Partners
Virginia
$2.67M -$10.5K -378 -0.4%
VFA
11
Voya Financial Advisors
Connecticut
$2.02M +$2.06M +73,980 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.77M -$1.98M -70,920 -52%
UFA
13
US Financial Advisors
Massachusetts
$1.3M
MHS
14
M Holdings Securities
Oregon
$1.24M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.12M +$82.5K +2,958 +8%
NCM
16
Neumann Capital Management
California
$997K
GIA
17
GHP Investment Advisors
Colorado
$926K -$37.6K -1,350 -4%
Bank of America
18
Bank of America
North Carolina
$807K +$366K +13,110 +80%
SIA
19
Starfire Investment Advisers
Michigan
$760K +$30.1K +1,080 +4%
ALA
20
Atherton Lane Advisers
California
$621K -$5.86K -210 -0.9%
SPC
21
Sigma Planning Corp
Michigan
$601K
Citadel Advisors
22
Citadel Advisors
Florida
$599K +$332K +11,910 +120%
VKH
23
Virtu KCG Holdings
New York
$584K +$594K +21,306 New
ICAS
24
Investors Capital Advisory Services
Massachusetts
$574K +$126K +4,530 +28%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$511K -$22.6K -810 -4%