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iShares Morningstar Mid-Cap ETF

80 hedge funds and large institutions have $261M invested in iShares Morningstar Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
27
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$233K
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$226K -$31.8K -752 -12%
NFG
53
Next Financial Group
Texas
$225K +$42.1K +1,000 +23%
ASN
54
Advisory Services Network
Georgia
$223K -$42.7K -1,012 -16%
AW
55
ACG Wealth
Georgia
$211K
SSB
56
Sandy Spring Bank
Maryland
$158K
WEC
57
Winslow Evans & Crocker
Massachusetts
$142K
OIA
58
OneDigital Investment Advisors
Kansas
$73K +$73K +1,720 New
SF
59
Synovus Financial
Georgia
$52K +$52K +1,236 New
SEI Investments
60
SEI Investments
Pennsylvania
$51K -$48.1K -1,140 -49%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45K +$3.75K +88 +9%
WT
62
Whittier Trust
California
$41K
JCM
63
Jacobi Capital Management
Pennsylvania
$31K +$31K +732 New
HS
64
Horan Securities
United States
$30K
SIM
65
Sonora Investment Management
Arizona
$20.1K
BWA
66
BDO Wealth Advisors
Florida
$17K +$17K +412 New
ADL
67
Asset Dedication LLC
California
$14K
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$13K
Creative Planning
69
Creative Planning
Kansas
$13K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9K +212 New
GEA
71
Glen Eagle Advisors
New Jersey
$7.77K
MFW
72
Mosaic Family Wealth
Missouri
$6K
CTC
73
Central Trust Company
Missouri
$5K +$5K +120 New
AIM
74
Advantage Investment Management
Iowa
$4K
PA
75
Parallel Advisors
California
$3K -$22.2K -532 -88%