We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

64 hedge funds and large institutions have $75.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

38.32% more ownership

Funds ownership: 163.84%202.16% (+38%)

5% more capital invested

Capital invested by funds: $71.5M → $75.2M (+$3.72M)

5% more funds holding

Funds holding: 6164 (+3)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$10.1M +$3.41M +95,208 +53%
Morgan Stanley
2
Morgan Stanley
New York
$6.42M -$14.4K -402 -0.2%
UBS Group
3
UBS Group
Switzerland
$6.41M +$1.46M +40,752 +30%
LPL Financial
4
LPL Financial
California
$6.05M -$267K -7,464 -4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.43M +$424K +11,832 +9%
KFA
6
Kays Financial Advisory
Georgia
$4.78M -$203K -5,676 -4%
Ameriprise
7
Ameriprise
Minnesota
$4.75M +$41.7K +1,164 +0.9%
Axa
8
Axa
France
$4.03M -$2.77M -77,400 -41%
SAM
9
Summit Asset Management
Tennessee
$3.79M -$247K -6,900 -6%
CMP
10
Courage Miller Partners
Virginia
$2.38M -$13.7K -384 -0.6%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$2.12M
Bank of America
12
Bank of America
North Carolina
$2.03M +$261K +7,278 +15%
GFPC
13
Global Financial Private Capital
Florida
$1.59M -$16.1K -450 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.23M +$4.94K +138 +0.4%
Jane Street
15
Jane Street
New York
$1.17M -$683K -19,074 -37%
GIA
16
GHP Investment Advisors
Colorado
$1.12M
MHS
17
M Holdings Securities
Oregon
$1.08M
SIA
18
Starfire Investment Advisers
Michigan
$1.02M -$36.5K -1,020 -4%
NCM
19
Neumann Capital Management
California
$948K
RJFSA
20
Raymond James Financial Services Advisors
Florida
$915K +$15.7K +438 +2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$733K -$71.1K -1,986 -9%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$716K +$7.52K +210 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$707K -$3.01K -84 -0.4%
JP Morgan Chase
24
JP Morgan Chase
New York
$525K +$472K +13,188 +1,099%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$443K -$10.7K -300 -2%