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iShares Morningstar Mid-Cap Growth ETF

61 hedge funds and large institutions have $71.5M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Axa
1
Axa
France
$6.56M 31,330 +28,300 +934%
Wells Fargo
2
Wells Fargo
California
$6.3M 30,062 -1,560 -5%
Morgan Stanley
3
Morgan Stanley
New York
$6.16M 29,409 +3,032 +11%
LPL Financial
4
LPL Financial
California
$6.05M 28,882 +1,313 +5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.79M 22,858 -7,081 -24%
KFA
6
Kays Financial Advisory
Georgia
$4.78M 22,804 -2,670 -10%
UBS Group
7
UBS Group
Switzerland
$4.71M 22,501 +357 +2%
Ameriprise
8
Ameriprise
Minnesota
$4.51M 21,527 +757 +4%
SAM
9
Summit Asset Management
Tennessee
$3.87M 18,489 -241 -1%
CMP
10
Courage Miller Partners
Virginia
$2.3M 10,962 -962 -8%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$2.03M 9,701 +206 +2%
VF
12
Virtu Financial
New York
$1.99M 9,499 +1,320 +16%
Jane Street
13
Jane Street
New York
$1.78M 8,501 -13,964 -62%
Bank of America
14
Bank of America
North Carolina
$1.69M 8,058 +586 +8%
GFPC
15
Global Financial Private Capital
Florida
$1.54M 7,350 -25 -0.3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.17M 5,577 -119 -2%
GIA
17
GHP Investment Advisors
Colorado
$1.07M 5,127
MHS
18
M Holdings Securities
Oregon
$1.04M 4,955
SIA
19
Starfire Investment Advisers
Michigan
$1.01M 4,836 +4,836 New
NCM
20
Neumann Capital Management
California
$907K 4,331
RJFSA
21
Raymond James Financial Services Advisors
Florida
$860K 4,106 -445 -10%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$771K 3,681 +55 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$679K 3,242 +536 +20%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$678K 3,237 +10 +0.3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$434K 2,073 +43 +2%