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iShares Morningstar Mid-Cap ETF
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Overview Fund Activity

93 hedge funds and large institutions have $291M invested in iShares Morningstar Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
31
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.39M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.01M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2M
4
UBS Group
UBS Group
Switzerland
+$1.82M
5
PAG
Private Advisor Group
New Jersey
+$1.62M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$6.14M
2
Jane Street
Jane Street
New York
-$4.58M
3
Wells Fargo
Wells Fargo
California
-$3.09M
4
SB
Suntrust Banks
Georgia
-$2.14M
5
Morgan Stanley
Morgan Stanley
New York
-$621K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
26
Parsons Capital Management
Rhode Island
$1.06M -$17.2K -380 -2%
Citadel Advisors
27
Citadel Advisors
Florida
$1.04M +$1.04M +23,012 New
F
28
F3Logic
Minnesota
$1.03M +$1.03M +22,812 New
HighTower Advisors
29
HighTower Advisors
Illinois
$1.02M -$212K -4,664 -17%
CS
30
Comerica Securities
Michigan
$1.01M – – –
Axa
31
Axa
France
$846K – – –
BTS
32
BB&T Securities
Virginia
$819K +$32.1K +708 +4%
Jane Street
33
Jane Street
New York
$781K -$4.58M -101,012 -85%
SG Americas Securities
34
SG Americas Securities
New York
$778K -$403K -8,884 -34%
SAM
35
Summit Asset Management
Tennessee
$735K – – –
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$730K +$730K +16,092 New
SB
37
Suntrust Banks
Georgia
$695K -$2.14M -46,432 -75%
IWC
38
Integrated Wealth Concepts
Massachusetts
$612K -$11.9K -268 -2%
FAAS
39
First Allied Advisory Services
California
$612K +$35.6K +788 +6%
TRCT
40
Tower Research Capital (TRC)
New York
$538K -$53.3K -1,176 -9%
Mariner
41
Mariner
Kansas
$530K +$530K +11,700 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$491K -$28.3K -624 -5%
LCM
43
Liberty Capital Management
Michigan
$462K – – –
TA
44
Tiedemann Advisors
New York
$436K +$436K +9,612 New
Stifel Financial
45
Stifel Financial
Missouri
$426K -$22.2K -492 -5%
SPC
46
Sigma Planning Corp
Michigan
$341K +$20.7K +456 +6%
IF
47
Ironwood Financial
Arizona
$340K +$907 +20 +0.3%
BJL
48
Brighton Jones LLC
Washington
$286K – – –
IA
49
IFP Advisors
Florida
$277K – – –
CCA
50
Clearwater Capital Advisors
Illinois
$262K – – –
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