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iShares Morningstar Mid-Cap ETF

87 hedge funds and large institutions have $297M invested in iShares Morningstar Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
26
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
26
SG Americas Securities
New York
$1.21M -$1.38M -29,828 -53%
GRP
27
Global Retirement Partners
California
$1.13M -$23.6K -508 -2%
PCM
28
Parsons Capital Management
Rhode Island
$1.1M
CS
29
Comerica Securities
Michigan
$1.03M
Axa
30
Axa
France
$866K
BTS
31
BB&T Securities
Virginia
$806K -$85.5K -1,844 -10%
SAM
32
Summit Asset Management
Tennessee
$753K -$30.3K -652 -4%
IWC
33
Integrated Wealth Concepts
Massachusetts
$668K +$668K +14,092 New
TRCT
34
Tower Research Capital (TRC)
New York
$606K -$8.52M -183,508 -93%
FAAS
35
First Allied Advisory Services
California
$592K +$66.3K +1,428 +13%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$532K -$933K -20,088 -64%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$513K -$43.5K -936 -8%
LNC
38
Lincoln National Corp
Pennsylvania
$505K +$505K +10,892 New
LCM
39
Liberty Capital Management
Michigan
$486K
Stifel Financial
40
Stifel Financial
Missouri
$453K -$182 -4 -0%
TH
41
Timber Hill
Connecticut
$394K -$112K -2,416 -22%
ZIC
42
ZWJ Investment Counsel
Georgia
$371K -$557K -12,000 -60%
IF
43
Ironwood Financial
Arizona
$347K -$14.7K -316 -4%
CAN
44
Cetera Advisor Networks
California
$332K +$186 +4 +0.1%
SPC
45
Sigma Planning Corp
Michigan
$327K -$66.7K -1,440 -17%
MIM
46
Marco Investment Management
Georgia
$320K
KeyBank National Association
47
KeyBank National Association
Ohio
$301K
BJL
48
Brighton Jones LLC
Washington
$293K
VHAM
49
Van Hulzen Asset Management
California
$287K -$12.1K -260 -4%
IA
50
IFP Advisors
Florida
$277K -$141K -3,048 -34%