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iShares Morningstar Mid-Cap Growth ETF

67 hedge funds and large institutions have $139M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more capital invested

Capital invested by funds: $75.2M → $139M (+$63.3M)

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 6467 (+3)

0.85% more ownership

Funds ownership: 202.16%203% (+0.85%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$52.1M +$122K +3,186 +2%
UBS Group
2
UBS Group
Switzerland
$9.82M +$2.84M +74,148 +42%
Wells Fargo
3
Wells Fargo
California
$8.18M -$2.58M -67,302 -24%
LPL Financial
4
LPL Financial
California
$8.13M +$1.57M +40,986 +25%
Jane Street
5
Jane Street
New York
$7.71M +$6.3M +164,448 +515%
Morgan Stanley
6
Morgan Stanley
New York
$6.9M -$13.3K -348 -0.2%
Axa
7
Axa
France
$4.34M
AG
8
Advisor Group
Arizona
$3.83M +$3.35M +87,384 +859%
SAM
9
Summit Asset Management
Tennessee
$3.81M -$266K -6,948 -7%
Bank of America
10
Bank of America
North Carolina
$2.55M +$358K +9,342 +17%
WI
11
WBI Investments
New Jersey
$2.54M +$2.48M +64,692 New
CMP
12
Courage Miller Partners
Virginia
$2.53M -$40.9K -1,068 -2%
Goldman Sachs
13
Goldman Sachs
New York
$2.51M +$2.45M +63,942 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$2.25M -$32.2K -840 -1%
KFA
15
Kays Financial Advisory
Georgia
$1.93M -$3.14M -82,050 -63%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.93M +$1.11M +28,902 +144%
GFPC
17
Global Financial Private Capital
Florida
$1.7M -$17.2K -450 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.58M +$249K +6,510 +19%
GIA
19
GHP Investment Advisors
Colorado
$1.21M +$230 +6 +0%
MHS
20
M Holdings Securities
Oregon
$1.17M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.09M +$321K +8,382 +43%
NCM
22
Neumann Capital Management
California
$1.02M
RJFSA
23
Raymond James Financial Services Advisors
Florida
$949K -$35.4K -924 -4%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$861K +$87.5K +2,286 +12%
SIA
25
Starfire Investment Advisers
Michigan
$797K -$295K -7,710 -28%