We are live on ! Find out more
IMCG icon

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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

8% more funds holding

Funds holding: 4852 (+4)

8.03% more ownership

Funds ownership: 188.72%196.75% (+8%)

7% more capital invested

Capital invested by funds: $66.1M → $70.8M (+$4.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
1.36%
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 Holding Trade Value Shares
Change
Change in
Stake
KFA
1
Kays Financial Advisory
Georgia
$14.8M +$274K +10,554 +2%
SAM
2
Summit Asset Management
Tennessee
$8.04M -$585K -22,518 -7%
UBS Group
3
UBS Group
Switzerland
$6.19M +$257K +9,882 +4%
Axa
4
Axa
France
$6.02M
LPL Financial
5
LPL Financial
California
$5.74M +$2.96M +114,126 +100%
Morgan Stanley
6
Morgan Stanley
New York
$4.71M +$946K +36,420 +25%
Wells Fargo
7
Wells Fargo
California
$3.86M -$198K -7,620 -5%
Ameriprise
8
Ameriprise
Minnesota
$2.87M +$49.8K +1,920 +2%
CMP
9
Courage Miller Partners
Virginia
$2.58M +$89.6K +3,450 +4%
MFS
10
MSI Financial Services
Massachusetts
$1.65M -$388K -14,928 -19%
Bank of America
11
Bank of America
North Carolina
$1.39M +$277K +10,686 +25%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.31M +$172K +6,630 +15%
UFA
13
US Financial Advisors
Massachusetts
$1.24M +$21.8K +840 +2%
MHS
14
M Holdings Securities
Oregon
$1.06M -$101K -3,900 -9%
NCM
15
Neumann Capital Management
California
$936K
GIA
16
GHP Investment Advisors
Colorado
$882K +$13.2K +510 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$741K +$405K +15,600 +119%
SIA
18
Starfire Investment Advisers
Michigan
$729K
AIG
19
American International Group
New York
$582K +$42.8K +1,650 +8%
ICAS
20
Investors Capital Advisory Services
Massachusetts
$579K +$237K +9,120 +68%
ALA
21
Atherton Lane Advisers
California
$576K -$7.79K -300 -1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$562K -$1.23M -47,238 -68%
SPC
23
Sigma Planning Corp
Michigan
$548K
JMPWA
24
JP Morgan Private Wealth Advisors
California
$490K +$28.8K +1,110 +6%
CAN
25
Cetera Advisor Networks
California
$415K +$105K +4,032 +33%