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iShares Morningstar Mid-Cap Growth ETF

139 hedge funds and large institutions have $407M invested in iShares Morningstar Mid-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
139
Holders Change
+26
Holders Change %
+23.01%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
43
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$54.6M 186,077 +161,619 +661%
Morgan Stanley
2
Morgan Stanley
New York
$36.9M 125,751 +66,371 +112%
Wells Fargo
3
Wells Fargo
California
$28.8M 98,075 +26,875 +38%
Ameriprise
4
Ameriprise
Minnesota
$28.2M 98,665 +70,987 +256%
UBS Group
5
UBS Group
Switzerland
$20.2M 68,967 -8,893 -11%
SI
6
Stephens Inc
Arkansas
$15.8M 53,802 +39,689 +281%
MTC
7
Matrix Trust Company
Colorado
$15.7M 53,549 -3,068 -5%
LPL Financial
8
LPL Financial
California
$15.6M 53,122 +644 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$13.2M 44,953 +11,021 +32%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$11.2M 38,301 +21,819 +132%
PS
11
Portfolio Strategies
New York
$9.77M 33,331 +33,331 New
Goldman Sachs
12
Goldman Sachs
New York
$9.49M 32,349
Bank of America
13
Bank of America
North Carolina
$9.25M 31,540 +18,829 +148%
SL
14
Systelligence LLC
Minnesota
$8.9M 30,336 +1,065 +4%
MML Investors Services
15
MML Investors Services
Massachusetts
$7.4M 25,221 +23,314 +1,223%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.46M 22,027 -9,701 -31%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.31M 21,511 +15,843 +280%
AW
18
ACG Wealth
Georgia
$5.16M 17,610 +15,315 +667%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.09M 17,338 -71,137 -80%
Comerica Bank
20
Comerica Bank
Texas
$4.71M 15,099 +13,945 +1,208%
RJA
21
Raymond James & Associates
Florida
$4.47M 15,257 +8,391 +122%
EH
22
Equitable Holdings
New York
$4.24M 14,453 -3,269 -18%
AAS
23
Avantax Advisory Services
Texas
$4.17M 14,211 +565 +4%
SAM
24
Summit Asset Management
Tennessee
$4.02M 13,709 -242 -2%
PWM
25
Provident Wealth Management
Tennessee
$3.99M 13,622 -540 -4%