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iShares Morningstar Mid-Cap ETF

71 hedge funds and large institutions have $223M invested in iShares Morningstar Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
33
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TG
26
Threshold Group
Washington
$1.02M +$1.02M +27,436 New
Axa
27
Axa
France
$965K
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$852K -$2.4M -64,452 -74%
AG
29
Advisor Group
Arizona
$811K +$811K +21,816 New
Jane Street
30
Jane Street
New York
$750K +$750K +20,100 New
SAM
31
Summit Asset Management
Tennessee
$695K
Goldman Sachs
32
Goldman Sachs
New York
$683K +$273K +7,316 +67%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$630K +$256K +6,876 +69%
LCM
34
Liberty Capital Management
Michigan
$512K +$512K +13,720 New
CWM
35
Concert Wealth Management
California
$478K +$45K +1,208 +10%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$464K -$78.7K -2,108 -14%
PAG
37
Private Advisor Group
New Jersey
$402K +$24.1K +648 +6%
ICAS
38
Investors Capital Advisory Services
Massachusetts
$385K +$128K +3,440 +50%
SPC
39
Sigma Planning Corp
Michigan
$377K +$13.3K +356 +4%
FAAS
40
First Allied Advisory Services
California
$366K -$404K -10,832 -52%
Stifel Financial
41
Stifel Financial
Missouri
$354K +$24.8K +664 +8%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$343K +$30.5K +816 +10%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$302K +$36.4K +976 +14%
IF
44
Ironwood Financial
Arizona
$299K -$8.22K -220 -3%
BTS
45
BB&T Securities
Virginia
$288K +$43.5K +1,168 +18%
MIM
46
Marco Investment Management
Georgia
$257K
IA
47
IFP Advisors
Florida
$225K +$204K +5,476 +985%
CAN
48
Cetera Advisor Networks
California
$222K -$9.85K -264 -4%
CCA
49
Clearwater Capital Advisors
Illinois
$215K +$215K +5,780 New
WS
50
Wedbush Securities
California
$209K -$1.94K -52 -0.9%