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iShares Morningstar Mid-Cap ETF
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Overview Fund Activity

92 hedge funds and large institutions have $289M invested in iShares Morningstar Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.71M
2
Morgan Stanley
Morgan Stanley
New York
+$1.69M
3
Wells Fargo
Wells Fargo
California
+$1.12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$754K
5
RJA
Raymond James & Associates
Florida
+$270K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$2.79M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.7M
3
LPL Financial
LPL Financial
California
-$2.18M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.78M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$252K -$9.57K -208 -4%
ASN
52
Advisory Services Network
Georgia
$250K – – –
AW
53
ACG Wealth
Georgia
$230K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$222K – – –
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$216K +$5.98K +132 +3%
B
56
Bridgeworth
Alabama
$171K +$171K +3,732 New
CWM
57
Cornerstone Wealth Management
Missouri
$150K +$150K +109,896 New
CTB
58
Country Trust Bank
Illinois
$145K – – –
SSB
59
Sandy Spring Bank
Maryland
$132K -$39.4K -860 -23%
WEC
60
Winslow Evans & Crocker
Massachusetts
$112K +$3.68K +80 +3%
FHA
61
Flagship Harbor Advisors
Massachusetts
$105K +$105K +2,300 New
LFG
62
LifePlan Financial Group
Ohio
$97K – – –
RCAG
63
Rehmann Capital Advisory Group
Michigan
$83.7K – – –
OIA
64
OneDigital Investment Advisors
Kansas
$80K – – –
PO
65
Private Ocean
California
$64K – – –
JCM
66
Jacobi Capital Management
Pennsylvania
$62K – – –
CAC
67
Certified Advisory Corp
Florida
$54K +$183 +4 +0.3%
SWM
68
SeaCrest Wealth Management
New York
$41K – – –
ML
69
McAdam LLC
Pennsylvania
$35K – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$34K +$1.11K +24 +3%
HS
71
Horan Securities
United States
$33K +$185 +4 +0.6%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$30K – – –
WT
73
Whittier Trust
California
$25K – – –
SIM
74
Sonora Investment Management
Arizona
$22K – – –
PCG
75
Private Capital Group
Connecticut
$21K -$179 -4 -0.8%
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