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iShares Morningstar Mid-Cap ETF

116 hedge funds and large institutions have $299M invested in iShares Morningstar Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

32% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 38

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$4.3M
2 -$4.07M
3 -$2.63M
4
UBS Group
UBS Group
Switzerland
-$2.59M
5
Wells Fargo
Wells Fargo
California
-$983K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.71M
27
$1.71M
28
$1.68M
29
$1.53M
30
$1.37M
31
$1.24M
32
$1.08M
33
$957K
34
$935K
35
$923K
36
$859K
37
$842K
38
$807K
39
$789K
40
$784K
41
$775K
42
$774K
43
$763K
44
$743K
45
$630K
46
$504K
47
$483K
48
$481K
49
$475K
50
$446K