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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
Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
35
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
26
Citigroup
New York
$1.75M +$62.8K +1,072 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.64M +$17.1K +292 +1%
Truist Financial
28
Truist Financial
North Carolina
$1.46M -$52.7K -900 -3%
MML Investors Services
29
MML Investors Services
Massachusetts
$1.41M -$44K -752 -3%
Citadel Advisors
30
Citadel Advisors
Florida
$1.3M +$1.05M +18,020 +434%
PCM
31
Parsons Capital Management
Rhode Island
$1.22M +$28.1K +480 +2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.15M +$1.15M +19,688 New
CA
33
Cetera Advisors
Colorado
$1.15M -$117K -1,992 -9%
TC
34
TAP Consulting
Missouri
$1.01M -$34.6K -592 -3%
JWCA
35
J.W. Cole Advisors
Florida
$986K +$365K +6,224 +59%
MFGM
36
Marshall Financial Group (Maryland)
Maryland
$962K +$962K +16,432 New
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$945K -$530K
NL
38
NWAM LLC
Washington
$929K +$929K +15,868 New
GWM
39
Geneos Wealth Management
Colorado
$876K +$725K +16,668 +482%
SAM
40
Summit Asset Management
Tennessee
$837K -$28.6K -488 -3%
VFA
41
Voya Financial Advisors
Connecticut
$836K -$14.5K -248 -2%
TCWA
42
Ten Capital Wealth Advisors
Washington
$805K +$805K +13,744 New
Stifel Financial
43
Stifel Financial
Missouri
$776K +$154K +2,624 +25%
CFGS
44
Concourse Financial Group Securities
Alabama
$760K -$23.6K -404 -3%
MCC
45
Money Concepts Capital
Florida
$757K +$757K +12,924 New
AC
46
Apella Capital
Connecticut
$675K
T
47
TrueFG
Texas
$613K -$5.39K -92 -0.9%
WIA
48
World Investment Advisors
California
$603K +$96.4K +1,552 +19%
LCM
49
Liberty Capital Management
Michigan
$597K +$597K +10,200 New
SPC
50
Sigma Planning Corp
Michigan
$553K -$1.64K -28 -0.3%