We are live on ! Find out more
IMCG icon

iShares Morningstar Mid-Cap Growth ETF

115 hedge funds and large institutions have $182M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23.56% more ownership

Funds ownership: 267.67%291.22% (+24%)

4% less funds holding

Funds holding: 120115 (-5)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

19% less capital invested

Capital invested by funds: $225M → $182M (-$42.4M)

32% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 38

Holders
115
Holders Change
-5
Holders Change %
-4.17%
% of All Funds
2.53%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
26
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$17M -$4.37M -103,080 -18%
Wells Fargo
2
Wells Fargo
California
$15.5M +$5.58M +131,622 +45%
Morgan Stanley
3
Morgan Stanley
New York
$13M +$4.58M +107,976 +43%
MTC
4
Matrix Trust Company
Colorado
$12.3M -$259K -6,096 -2%
LPL Financial
5
LPL Financial
California
$11.4M -$1.36M -32,142 -9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.4M +$57K +1,344 +0.7%
Goldman Sachs
7
Goldman Sachs
New York
$7.06M +$5.54M +130,752 +206%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.92M +$3.17M +74,658 +65%
SL
9
Systelligence LLC
Minnesota
$6.38M +$3.81M +89,856 +105%
Ameriprise
10
Ameriprise
Minnesota
$6.02M +$110K +2,604 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.33M +$555K +13,098 +10%
Stifel Financial
12
Stifel Financial
Missouri
$4.98M +$194K +4,572 +3%
EH
13
Equitable Holdings
New York
$3.87M -$7.38K -174 -0.2%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$3.65M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.6M -$3.79M -89,454 -47%
EF
16
Empowered Funds
Pennsylvania
$3.2M
PWM
17
Provident Wealth Management
Tennessee
$3.09M -$767K -18,078 -18%
SI
18
Stephens Inc
Arkansas
$3.08M +$3.59M +84,678 New
SAM
19
Summit Asset Management
Tennessee
$3.04M -$80.7K -1,902 -2%
AAS
20
Avantax Advisory Services
Texas
$2.98M +$348K +8,214 +11%
Bank of America
21
Bank of America
North Carolina
$2.77M +$178K +4,200 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.37M +$22.5M +530,850 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.17M +$431K +10,152 +20%
TRCT
24
Tower Research Capital (TRC)
New York
$2.1M +$988K +23,304 +68%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.96M -$697K -16,434 -23%