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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
Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
26
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
26
Simplicity Solutions
Minnesota
$1.71M +$1.71M +34,624 New
AWM
27
AE Wealth Management
Kansas
$1.71M +$1.71M +34,628 New
AG
28
Advisor Group
Arizona
$1.68M +$4.95K +100 +0.3%
Citigroup
29
Citigroup
New York
$1.53M -$114K -2,308 -7%
GRP
30
Global Retirement Partners
California
$1.37M
MML Investors Services
31
MML Investors Services
Massachusetts
$1.24M -$2.63M -53,136 -68%
PCM
32
Parsons Capital Management
Rhode Island
$1.08M
TC
33
TAP Consulting
Missouri
$957K +$957K +19,364 New
AAS
34
Avantax Advisory Services
Texas
$935K +$35.1K +708 +4%
Axa
35
Axa
France
$923K
CA
36
Cetera Advisors
Colorado
$859K -$4.07M -82,236 -83%
IWC
37
Integrated Wealth Concepts
Massachusetts
$842K -$66.8K -1,352 -7%
NL
38
NWAM LLC
Washington
$807K +$1.78K +36 +0.2%
Jane Street
39
Jane Street
New York
$789K -$900K -18,200 -53%
BTS
40
BB&T Securities
Virginia
$784K -$181K -3,660 -19%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$775K +$236K +4,768 +44%
FAAS
42
First Allied Advisory Services
California
$774K +$17K +340 +2%
SAM
43
Summit Asset Management
Tennessee
$763K -$14.4K -292 -2%
SB
44
Suntrust Banks
Georgia
$743K -$17.7K -384 -2%
Stifel Financial
45
Stifel Financial
Missouri
$630K -$27.3K -552 -4%
LCM
46
Liberty Capital Management
Michigan
$504K
LFA
47
Legacy Financial Advisors
Kentucky
$483K
WIA
48
World Investment Advisors
California
$481K +$62.5K +1,264 +15%
RSWM
49
Robertson Stephens Wealth Management
California
$475K
SPC
50
Sigma Planning Corp
Michigan
$446K -$11.1K -224 -2%