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iShares Morningstar Mid-Cap Growth ETF

56 hedge funds and large institutions have $50.7M invested in iShares Morningstar Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 5356 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less capital invested

Capital invested by funds: $58.7M → $50.7M (-$8.04M)

16.81% less ownership

Funds ownership: 173.25%156.44% (-17%)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
10
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1
Kays Financial Advisory
Georgia
$4.52M +$133K +4,980 +3%
Citadel Advisors
2
Citadel Advisors
Florida
$4.11M +$586K +21,888 +17%
Morgan Stanley
3
Morgan Stanley
New York
$3.9M +$247K +9,222 +7%
UBS Group
4
UBS Group
Switzerland
$3.89M -$427K -15,930 -10%
SAM
5
Summit Asset Management
Tennessee
$3.39M -$2.69M -100,290 -44%
Wells Fargo
6
Wells Fargo
California
$3.32M -$161 -6 -0%
Ameriprise
7
Ameriprise
Minnesota
$3.1M -$77.9K -2,910 -2%
LPL Financial
8
LPL Financial
California
$3.02M +$114K +4,242 +4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.44M -$172K -6,426 -7%
CMP
10
Courage Miller Partners
Virginia
$2.14M -$169K -6,324 -7%
VF
11
Virtu Financial
New York
$1.51M +$441K +16,458 +42%
Bank of America
12
Bank of America
North Carolina
$1.42M +$274K +10,218 +24%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$1.35M
JMPWA
14
JP Morgan Private Wealth Advisors
California
$1.16M -$7.23K -270 -0.6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.09M -$39.2K -1,464 -4%
Axa
16
Axa
France
$1.01M -$3.08M -115,200 -76%
GIA
17
GHP Investment Advisors
Colorado
$911K -$13.7K -510 -1%
NCM
18
Neumann Capital Management
California
$856K -$24.1K -900 -3%
MHS
19
M Holdings Securities
Oregon
$830K +$27.3K +1,020 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$756K -$25.7K -960 -3%
SIA
21
Starfire Investment Advisers
Michigan
$749K +$31.2K +1,164 +4%
PCM
22
Pointe Capital Management
Michigan
$749K +$743K +27,744 New
VKH
23
Virtu KCG Holdings
New York
$535K +$274K +10,248 +107%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$445K -$203K -7,572 -31%
Jane Street
25
Jane Street
New York
$406K -$1.69M -63,246 -81%