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iShares Morningstar Mid-Cap Growth ETF

52 hedge funds and large institutions have $70.8M invested in iShares Morningstar Mid-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
8
Increased
20
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KFA
1
Kays Financial Advisory
Georgia
$14.8M 95,923 +1,759 +2%
SAM
2
Summit Asset Management
Tennessee
$8.05M 52,052 -3,753 -7%
UBS Group
3
UBS Group
Switzerland
$6.19M 40,076 +1,647 +4%
Axa
4
Axa
France
$6.02M 38,930
LPL Financial
5
LPL Financial
California
$5.74M 38,075 +19,021 +100%
Morgan Stanley
6
Morgan Stanley
New York
$4.71M 30,484 +6,070 +25%
Wells Fargo
7
Wells Fargo
California
$3.86M 24,959 -1,270 -5%
Ameriprise
8
Ameriprise
Minnesota
$2.87M 18,572 +320 +2%
CMP
9
Courage Miller Partners
Virginia
$2.59M 16,729 +575 +4%
MFS
10
MSI Financial Services
Massachusetts
$1.65M 10,690 -2,488 -19%
Bank of America
11
Bank of America
North Carolina
$1.39M 8,972 +1,781 +25%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.31M 8,501 +1,105 +15%
UFA
13
US Financial Advisors
Massachusetts
$1.24M 8,017 +140 +2%
MHS
14
M Holdings Securities
Oregon
$1.07M 6,890 -650 -9%
NCM
15
Neumann Capital Management
California
$936K 6,056
GIA
16
GHP Investment Advisors
Colorado
$882K 5,708 +85 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$741K 4,792 +2,600 +119%
SIA
18
Starfire Investment Advisers
Michigan
$729K 4,720
AIG
19
American International Group
New York
$582K 3,766 +275 +8%
ICAS
20
Investors Capital Advisory Services
Massachusetts
$579K 3,750 +1,520 +68%
ALA
21
Atherton Lane Advisers
California
$576K 3,725 -50 -1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$562K 3,668 -7,873 -68%
SPC
23
Sigma Planning Corp
Michigan
$548K 3,545
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$490K 3,172 +185 +6%
CAN
25
Cetera Advisor Networks
California
$415K 2,709 +672 +33%