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iShares Morningstar Mid-Cap Growth ETF

83 hedge funds and large institutions have $197M invested in iShares Morningstar Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

132% more capital invested

Capital invested by funds: $85.2M → $197M (+$112M)

95.31% more ownership

Funds ownership: 181.39%276.7% (+95%)

19% more funds holding

Funds holding: 7083 (+13)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
83
Holders Change
+13
Holders Change %
+18.57%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
17
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$45M +$41.2M +1,119,240 +4,136%
UBS Group
2
UBS Group
Switzerland
$21.8M +$11.3M +308,364 +124%
Wells Fargo
3
Wells Fargo
California
$20.6M +$10.5M +284,478 +119%
Morgan Stanley
4
Morgan Stanley
New York
$12M +$2.7M +73,530 +32%
Bank of America
5
Bank of America
North Carolina
$10.6M +$6.43M +174,846 +183%
LPL Financial
6
LPL Financial
California
$10.4M +$3.18M +86,430 +48%
Ameriprise
7
Ameriprise
Minnesota
$5.26M -$748K -20,346 -13%
RJA
8
Raymond James & Associates
Florida
$5.25M +$4.61M +125,298 +1,454%
PAG
9
Private Advisor Group
New Jersey
$4.6M +$4.32M +117,354 New
Axa
10
Axa
France
$4.34M
Stifel Financial
11
Stifel Financial
Missouri
$4.22M +$3.96M +107,616 New
Citadel Advisors
12
Citadel Advisors
Florida
$4.04M -$2.74M -74,424 -42%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$3.65M +$9.6M +261,090 +462%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.64M +$643K +17,490 +23%
SAM
15
Summit Asset Management
Tennessee
$3.4M -$90.7K -2,466 -3%
FAIM
16
Financial Advocates Investment Management
Washington
$2.58M +$2.42M +65,922 New
CMP
17
Courage Miller Partners
Virginia
$2.5M -$24K -654 -1%
Goldman Sachs
18
Goldman Sachs
New York
$2.48M -$22.5K -612 -1%
AAS
19
Avantax Advisory Services
Texas
$2.31M +$448K +12,180 +26%
TC
20
TAP Consulting
Missouri
$2.28M +$2.14M +58,146 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.01M +$814K +22,128 +76%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.87M +$83.6K +2,274 +5%
AG
23
Advisor Group
Arizona
$1.67M -$789K -21,468 -34%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.57M +$990K +26,916 +205%
GFPC
25
Global Financial Private Capital
Florida
$1.33M -$93.8K -2,550 -7%