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iShares Morningstar Mid-Cap ETF

110 hedge funds and large institutions have $303M invested in iShares Morningstar Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
10
Increased
27
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.39M +$13K +260 +0.9%
Truist Financial
27
Truist Financial
North Carolina
$1.3M -$64.1K -1,280 -5%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.24M +$32.6K +652 +3%
CA
29
Cetera Advisors
Colorado
$1.08M -$23.4K -468 -2%
PCM
30
Parsons Capital Management
Rhode Island
$1.02M
TC
31
TAP Consulting
Missouri
$896K -$58.1K -1,160 -6%
FAAS
32
First Allied Advisory Services
California
$867K -$31.1K -620 -3%
GLA
33
Good Life Advisors
Pennsylvania
$769K -$3.92M -78,288 -84%
SAM
34
Summit Asset Management
Tennessee
$740K -$10K -200 -1%
VFA
35
Voya Financial Advisors
Connecticut
$727K -$905K -18,144 -55%
IWC
36
Integrated Wealth Concepts
Massachusetts
$673K +$601 +12 +0.1%
CFGS
37
Concourse Financial Group Securities
Alabama
$671K +$20.8K +416 +3%
AC
38
Apella Capital
Connecticut
$578K
Stifel Financial
39
Stifel Financial
Missouri
$532K +$2.6K +52 +0.5%
JWCA
40
J.W. Cole Advisors
Florida
$532K +$532K +10,612 New
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$530K
T
42
TrueFG
Texas
$529K
SPC
43
Sigma Planning Corp
Michigan
$474K +$4.81K +96 +1%
MA
44
Mutual Advisors
Nebraska
$418K -$28.4K -568 -6%
WIA
45
World Investment Advisors
California
$409K
OIA
46
OneDigital Investment Advisors
Kansas
$407K +$173K +3,464 +74%
WWM
47
Western Wealth Management
Colorado
$397K +$80.8K +1,612 +26%
NFG
48
Next Financial Group
Texas
$378K -$6.81K -136 -2%
ASN
49
Advisory Services Network
Georgia
$349K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$348K +$56.1K +1,120 +19%