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iShares Morningstar Mid-Cap Growth ETF

51 hedge funds and large institutions have $74.5M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
8
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KFA
1
Kays Financial Advisory
Georgia
$14.7M 96,302 +379 +0.4%
SAM
2
Summit Asset Management
Tennessee
$7.62M 50,066 -1,986 -4%
Axa
3
Axa
France
$5.92M 38,930
UBS Group
4
UBS Group
Switzerland
$5.51M 36,218 -3,858 -10%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.27M 34,692 +31,024 +846%
LPL Financial
6
LPL Financial
California
$4.72M 31,282 -6,793 -18%
Citadel Advisors
7
Citadel Advisors
Florida
$3.52M 23,162 +21,742 +1,531%
Morgan Stanley
8
Morgan Stanley
New York
$3.34M 21,928 -8,556 -28%
Wells Fargo
9
Wells Fargo
California
$3.23M 21,222 -3,737 -15%
Ameriprise
10
Ameriprise
Minnesota
$2.81M 18,483 -89 -0.5%
CMP
11
Courage Miller Partners
Virginia
$2.33M 15,291 -1,438 -9%
Jane Street
12
Jane Street
New York
$2.17M 14,250 +12,112 +567%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.22M 8,021 -480 -6%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$1.11M 7,282 +4,110 +130%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$1.06M 6,973 +6,973 New
MHS
16
M Holdings Securities
Oregon
$1.05M 6,890
NCM
17
Neumann Capital Management
California
$922K 6,056
GIA
18
GHP Investment Advisors
Colorado
$869K 5,709 +1 +0%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$742K 4,877 +4,877 New
SIA
20
Starfire Investment Advisers
Michigan
$692K 4,550 -170 -4%
MFS
21
MSI Financial Services
Massachusetts
$676K 4,444 -6,246 -58%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$634K 4,166 -626 -13%
Bank of America
23
Bank of America
North Carolina
$627K 4,120 -4,852 -54%
AIG
24
American International Group
New York
$626K 4,116 +350 +9%
VKH
25
Virtu KCG Holdings
New York
$561K 3,686 +3,686 New