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iShares Morningstar Mid-Cap ETF

80 hedge funds and large institutions have $261M invested in iShares Morningstar Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
27
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NL
26
NWAM LLC
Washington
$1.1M +$74.4K +1,764 +7%
GRP
27
Global Retirement Partners
California
$1.1M +$62.1K +1,472 +6%
PCM
28
Parsons Capital Management
Rhode Island
$998K
CS
29
Comerica Securities
Michigan
$981K -$18.9K -448 -2%
BTS
30
BB&T Securities
Virginia
$846K +$248K +5,892 +42%
ZIC
31
ZWJ Investment Counsel
Georgia
$844K
Axa
32
Axa
France
$788K -$304K -7,200 -28%
FA
33
FDx Advisors
Illinois
$775K -$159K -3,768 -17%
SAM
34
Summit Asset Management
Tennessee
$712K
FTS
35
Fifth Third Securities
Ohio
$674K +$5.74K +136 +0.9%
PAG
36
Private Advisor Group
New Jersey
$562K -$33.7K -796 -6%
ICOA
37
Investment Centers of America
North Dakota
$514K -$145K -3,440 -22%
RSA
38
Robertson Stephens Advisors
California
$510K
FAAS
39
First Allied Advisory Services
California
$485K +$178K +4,180 +58%
TG
40
Threshold Group
Washington
$439K -$4.73K -112 -1%
LCM
41
Liberty Capital Management
Michigan
$431K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$424K -$1.55M -36,760 -79%
SPC
43
Sigma Planning Corp
Michigan
$381K -$69.6K -1,648 -15%
IA
44
IFP Advisors
Florida
$372K +$10.8K +256 +3%
Stifel Financial
45
Stifel Financial
Missouri
$365K +$341 +8 +0.1%
CAN
46
Cetera Advisor Networks
California
$350K +$30.9K +732 +10%
IF
47
Ironwood Financial
Arizona
$330K +$10.6K +252 +3%
MIM
48
Marco Investment Management
Georgia
$291K
KeyBank National Association
49
KeyBank National Association
Ohio
$274K +$274K +6,496 New
CCA
50
Clearwater Capital Advisors
Illinois
$245K