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iShares Morningstar Mid-Cap ETF

116 hedge funds and large institutions have $358M invested in iShares Morningstar Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

5.11% less ownership

Funds ownership: 184.81%179.7% (-5.1%)

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 Buyers

1 +$7.08M
2 +$2.7M
3 +$2.54M
4
KAS
Kestra Advisory Services
Texas
+$1.81M
5
LPL Financial
LPL Financial
California
+$1.49M

Top Sellers

1 -$8.61M
2 -$3.44M
3 -$2.2M
4
Ameriprise
Ameriprise
Minnesota
-$1.66M
5
Bank of America
Bank of America
North Carolina
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.75M
27
$1.64M
28
$1.46M
29
$1.41M
30
$1.3M
31
$1.22M
32
$1.15M
33
$1.15M
34
$1.01M
35
$986K
36
$962K
37
$945K
38
$929K
39
$876K
40
$837K
41
$836K
42
$805K
43
$776K
44
$760K
45
$757K
46
$675K
47
$613K
48
$603K
49
$597K
50
$553K