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iShares Morningstar Mid-Cap Growth ETF

55 hedge funds and large institutions have $62.6M invested in iShares Morningstar Mid-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $51.2M → $62.6M (+$11.4M)

18.19% more ownership

Funds ownership: 140.28%158.48% (+18%)

2% more funds holding

Funds holding: 5455 (+1)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.86M +$1.8M +58,158 +37%
Morgan Stanley
2
Morgan Stanley
New York
$5.05M +$108K +3,498 +2%
KFA
3
Kays Financial Advisory
Georgia
$4.93M -$52.5K -1,698 -1%
Wells Fargo
4
Wells Fargo
California
$4.78M -$388K -12,576 -8%
UBS Group
5
UBS Group
Switzerland
$4.39M -$144K -4,674 -3%
SAM
6
Summit Asset Management
Tennessee
$3.82M -$38.5K -1,248 -1%
Ameriprise
7
Ameriprise
Minnesota
$3.79M +$27.4K +888 +0.7%
Jane Street
8
Jane Street
New York
$3.53M +$2.88M +93,132 +506%
CMP
9
Courage Miller Partners
Virginia
$2.46M -$16.1K -522 -0.7%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.13M +$2.08M +67,464 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.01M +$1.2M +38,940 +159%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.77M +$149K +4,830 +9%
VF
13
Virtu Financial
New York
$1.69M +$1.4M +45,300 +550%
Bank of America
14
Bank of America
North Carolina
$1.64M -$133K -4,296 -8%
GFPC
15
Global Financial Private Capital
Florida
$1.44M +$1.41M +45,570 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.08M -$181K -5,868 -15%
GIA
17
GHP Investment Advisors
Colorado
$1.07M
MHS
18
M Holdings Securities
Oregon
$940K -$31.5K -1,020 -3%
SIA
19
Starfire Investment Advisers
Michigan
$884K +$6.67K +216 +0.8%
NCM
20
Neumann Capital Management
California
$869K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$867K -$179K -5,808 -17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$812K +$510K +16,524 +180%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$798K +$99.2K +3,210 +15%
TH
24
Timber Hill
Connecticut
$643K +$400K +12,942 +175%
AG
25
Advisor Group
Arizona
$627K +$163K +5,274 +36%