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iShares Morningstar Mid-Cap ETF

111 hedge funds and large institutions have $273M invested in iShares Morningstar Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
29
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TA
51
Tiedemann Advisors
New York
$415K
Bank of New York Mellon
52
Bank of New York Mellon
New York
$405K
CAN
53
Cetera Advisor Networks
California
$362K +$3.19K +68 +0.9%
AA
54
Alesco Advisors
New York
$356K -$12.2K -260 -3%
TRCT
55
Tower Research Capital (TRC)
New York
$349K -$807K -17,188 -70%
CGL
56
Clarius Group LLC
Washington
$308K
IF
57
Ironwood Financial
Arizona
$304K -$30.3K -644 -9%
BJL
58
Brighton Jones LLC
Washington
$297K
CCA
59
Clearwater Capital Advisors
Illinois
$272K
Comerica Bank
60
Comerica Bank
Texas
$263K +$263K +5,464 New
US Bancorp
61
US Bancorp
Minnesota
$257K -$824K -17,576 -76%
WWM
62
Western Wealth Management
Colorado
$241K -$9.86K -208 -4%
WMA
63
Wealth Management Associates
New Jersey
$239K
AW
64
ACG Wealth
Georgia
$235K
IWM
65
IHT Wealth Management
Illinois
$229K +$229K +4,880 New
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$217K +$217K +4,624 New
PA
67
PFG Advisors
Arizona
$211K +$211K +4,304 New
B
68
Bridgeworth
Alabama
$203K +$203K +4,320 New
BSW
69
Buckingham Strategic Wealth
Missouri
$202K +$202K +4,292 New
FHA
70
Flagship Harbor Advisors
Massachusetts
$174K +$51.5K +1,100 +42%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$171K -$58.7K -1,252 -26%
CTB
72
Country Trust Bank
Illinois
$148K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$139K +$20.6K +436 +17%
SSB
74
Sandy Spring Bank
Maryland
$125K
CFA
75
Carroll Financial Associates
North Carolina
$113K