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iShares Morningstar Mid-Cap ETF

118 hedge funds and large institutions have $337M invested in iShares Morningstar Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
34
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
26
Citigroup
New York
$1.82M -$60.3K -960 -3%
Truist Financial
27
Truist Financial
North Carolina
$1.57M -$5.53K -88 -0.4%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.49M -$22.1K -352 -1%
GWM
29
Geneos Wealth Management
Colorado
$1.33M +$1M +60,996 +303%
PCM
30
Parsons Capital Management
Rhode Island
$1.31M
HighTower Advisors
31
HighTower Advisors
Illinois
$1.3M -$465K -7,396 -26%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$1.29M -$945K
CA
33
Cetera Advisors
Colorado
$1.21M -$20.4K -324 -2%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.18M -$61.3K -976 -5%
TC
35
TAP Consulting
Missouri
$1.08M -$4.78K -76 -0.4%
CAAS
36
Capital Asset Advisory Services
Michigan
$1.08M +$1.08M +17,100 New
JWCA
37
J.W. Cole Advisors
Florida
$1.05M -$4.53K -72 -0.4%
MFGM
38
Marshall Financial Group (Maryland)
Maryland
$1.05M +$15.8K +252 +2%
NL
39
NWAM LLC
Washington
$999K +$1.01K +16 +0.1%
VFA
40
Voya Financial Advisors
Connecticut
$851K -$44K -704 -5%
SAM
41
Summit Asset Management
Tennessee
$832K -$67.2K -1,068 -7%
MCC
42
Money Concepts Capital
Florida
$776K -$35.9K -572 -4%
WIA
43
World Investment Advisors
California
$740K +$584K +36,320 +374%
CFGS
44
Concourse Financial Group Securities
Alabama
$737K -$78.9K -1,256 -10%
AC
45
Apella Capital
Connecticut
$725K
KWM
46
Kingsview Wealth Management
Oregon
$696K +$696K +10,932 New
SAM
47
S.A. Mason
Michigan
$680K +$217K +3,460 +47%
Stifel Financial
48
Stifel Financial
Missouri
$671K -$162K -2,580 -19%
FTUS
49
Flow Traders U.S.
New York
$661K +$661K +10,512 New
LCM
50
Liberty Capital Management
Michigan
$641K