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iShares Morningstar Mid-Cap ETF

71 hedge funds and large institutions have $223M invested in iShares Morningstar Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
33
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
51
Next Financial Group
Texas
$163K -$13.7K -368 -8%
SEI Investments
52
SEI Investments
Pennsylvania
$147K +$105K +2,804 +246%
SSB
53
Sandy Spring Bank
Maryland
$140K
VCM
54
Versant Capital Management
Arizona
$126K
WEC
55
Winslow Evans & Crocker
Massachusetts
$116K
CG
56
Colony Group
Massachusetts
$109K +$109K +2,932 New
ASN
57
Advisory Services Network
Georgia
$86K
BKA
58
Brick & Kyle Associates
Pennsylvania
$82K
RCA
59
Rowland Carmichael Advisors
Arizona
$75K +$75K +2,000 New
WT
60
Whittier Trust
California
$36K
WI
61
Wintrust Investments
Illinois
$25K +$25K +27,468 New
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21K +$14.6K +388 +226%
SIM
63
Sonora Investment Management
Arizona
$18K +$17.7K +472 +5,900%
ADL
64
Asset Dedication LLC
California
$12K
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$11K
MFW
66
Mosaic Family Wealth
Missouri
$5K
AIM
67
Advantage Investment Management
Iowa
$4K
WTC
68
WhitTier Trust Company
Nevada
$3K
ACM
69
Argentus Capital Management
Texas
$2K -$4.86K -136 -71%
BlackRock
70
BlackRock
New York
$1K
AIG
71
American International Group
New York
-$658K -18,120 Closed
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
-$48K -1,320 Closed
BCI
73
Brinker Capital Investments
Pennsylvania
-$17K -460 Closed
FCCM
74
First City Capital Management
Georgia
-$10.9K -300 Closed
FAM
75
Formidable Asset Management
Ohio
-$8K -220 Closed