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iShares Morningstar Mid-Cap Growth ETF

70 hedge funds and large institutions have $85.2M invested in iShares Morningstar Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

4% more funds holding

Funds holding: 6770 (+3)

21.61% less ownership

Funds ownership: 203%181.39% (-22%)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

38% less capital invested

Capital invested by funds: $139M → $85.2M (-$53.3M)

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
14
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8.05M -$48.3K -1,386 -0.6%
Wells Fargo
2
Wells Fargo
California
$7.77M +$1.1M +31,626 +15%
Morgan Stanley
3
Morgan Stanley
New York
$7.54M +$1.98M +56,982 +32%
LPL Financial
4
LPL Financial
California
$5.83M -$936K -26,868 -13%
Citadel Advisors
5
Citadel Advisors
Florida
$5.75M +$6.18M +177,402 New
Ameriprise
6
Ameriprise
Minnesota
$5M +$730K +20,958 +16%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$4.51M +$4.85M +139,362 New
Axa
8
Axa
France
$3.58M
Bank of America
9
Bank of America
North Carolina
$3.09M +$1.06M +30,384 +47%
SAM
10
Summit Asset Management
Tennessee
$2.88M -$280K -8,046 -8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.44M +$1.22M +35,130 +88%
CMP
12
Courage Miller Partners
Virginia
$2.08M
Goldman Sachs
13
Goldman Sachs
New York
$2.07M +$418 +12 +0%
AG
14
Advisor Group
Arizona
$2.07M -$1.17M -33,624 -34%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$1.83M -$29.9K -858 -1%
Jane Street
16
Jane Street
New York
$1.8M -$4.9M -140,802 -72%
AAS
17
Avantax Advisory Services
Texas
$1.52M +$1.63M +46,800 New
KFA
18
Kays Financial Advisory
Georgia
$1.52M -$77.7K -2,232 -5%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.48M -$121K -3,480 -7%
GFPC
20
Global Financial Private Capital
Florida
$1.19M -$230K -6,612 -15%
WWM
21
Western Wealth Management
Colorado
$1.13M +$1.21M +34,746 New
GIA
22
GHP Investment Advisors
Colorado
$1.01M +$11.7K +336 +1%
MHS
23
M Holdings Securities
Oregon
$963K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$940K +$44.5K +1,278 +5%
SIA
25
Starfire Investment Advisers
Michigan
$887K +$247K +7,092 +35%