We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

59 hedge funds and large institutions have $66.6M invested in iShares Morningstar Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more funds holding

Funds holding: 5559 (+4)

6% more capital invested

Capital invested by funds: $62.6M → $66.6M (+$3.98M)

0.64% less ownership

Funds ownership: 158.48%157.84% (-0.64%)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.4M +$1.27M +38,598 +26%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$6.06M +$3.82M +116,178 +183%
LPL Financial
3
LPL Financial
California
$5.58M -$1.7M -51,618 -24%
Morgan Stanley
4
Morgan Stanley
New York
$5.34M -$48.3K -1,470 -0.9%
KFA
5
Kays Financial Advisory
Georgia
$5.16M -$98.9K -3,012 -2%
Jane Street
6
Jane Street
New York
$4.55M +$764K +23,262 +21%
UBS Group
7
UBS Group
Switzerland
$4.48M -$199K -6,066 -4%
Ameriprise
8
Ameriprise
Minnesota
$4.21M +$155K +4,710 +4%
SAM
9
Summit Asset Management
Tennessee
$3.79M -$282K -8,592 -7%
CMP
10
Courage Miller Partners
Virginia
$2.41M -$201K -6,108 -8%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$1.92M +$31.1K +948 +2%
VF
12
Virtu Financial
New York
$1.66M -$146K -4,458 -8%
Bank of America
13
Bank of America
North Carolina
$1.51M -$228K -6,954 -13%
GFPC
14
Global Financial Private Capital
Florida
$1.49M -$43.4K -1,320 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.15M +$986 +30 +0.1%
GIA
16
GHP Investment Advisors
Colorado
$1.04M -$98.4K -2,994 -9%
MHS
17
M Holdings Securities
Oregon
$1M
RJFSA
18
Raymond James Financial Services Advisors
Florida
$921K -$3.55K -108 -0.4%
NCM
19
Neumann Capital Management
California
$877K -$49.3K -1,500 -5%
HighTower Advisors
20
HighTower Advisors
Illinois
$822K -$1.42M -43,104 -64%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$734K -$129K -3,942 -15%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$653K -$193K -5,880 -23%
Axa
23
Axa
France
$613K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$548K -$16K -486 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$411K -$68.8K -2,094 -15%