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iShares Morningstar Mid-Cap ETF

111 hedge funds and large institutions have $273M invested in iShares Morningstar Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
29
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
26
Advisor Group
Arizona
$1.83M -$112K -2,392 -6%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.75M +$328K +6,956 +23%
Citigroup
28
Citigroup
New York
$1.65M +$82.5K +1,756 +5%
PAG
29
Private Advisor Group
New Jersey
$1.6M -$141K -2,996 -8%
GRP
30
Global Retirement Partners
California
$1.22M +$27.1K +576 +2%
CS
31
Comerica Securities
Michigan
$1.05M
PCM
32
Parsons Capital Management
Rhode Island
$1.03M -$64.8K -1,380 -6%
BTS
33
BB&T Securities
Virginia
$929K -$2.07K -44 -0.2%
TC
34
TAP Consulting
Missouri
$927K +$927K +19,732 New
Axa
35
Axa
France
$877K
IWC
36
Integrated Wealth Concepts
Massachusetts
$860K -$1.69K -36 -0.2%
AAS
37
Avantax Advisory Services
Texas
$835K +$13K +276 +2%
CFGS
38
Concourse Financial Group Securities
Alabama
$827K +$11.1K +236 +1%
NL
39
NWAM LLC
Washington
$799K -$27.2K -580 -3%
SAM
40
Summit Asset Management
Tennessee
$739K
FAAS
41
First Allied Advisory Services
California
$714K +$18.1K +384 +3%
SB
42
Suntrust Banks
Georgia
$695K +$7.74K +168 +1%
Stifel Financial
43
Stifel Financial
Missouri
$641K +$202K +4,316 +46%
LNC
44
Lincoln National Corp
Pennsylvania
$621K -$1.14M -24,268 -65%
IDA
45
Intelligence Driven Advisers
California
$621K -$40.8K -868 -6%
SPC
46
Sigma Planning Corp
Michigan
$481K +$103K +2,184 +27%
LCM
47
Liberty Capital Management
Michigan
$479K
LFA
48
Legacy Financial Advisors
Kentucky
$459K
RSWM
49
Robertson Stephens Wealth Management
California
$452K -$50.8K -1,080 -10%
WIA
50
World Investment Advisors
California
$424K +$26.3K +560 +7%