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iShares Morningstar Mid-Cap ETF

110 hedge funds and large institutions have $303M invested in iShares Morningstar Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
10
Increased
27
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
51
Lincoln National Corp
Pennsylvania
$339K +$7.22K +144 +2%
AHC
52
Adell Harriman & Carpenter
Texas
$332K
SA
53
Silversage Advisors
California
$330K -$4.54M -90,776 -93%
Comerica Bank
54
Comerica Bank
Texas
$300K +$7.76K +148 +3%
SAM
55
S.A. Mason
Michigan
$280K +$18.5K +368 +7%
TRCT
56
Tower Research Capital (TRC)
New York
$274K -$286K -5,700 -51%
PA
57
Procyon Advisors
Connecticut
$267K
AIP
58
Ameritas Investment Partners
Nebraska
$258K -$20.2K -404 -7%
IWM
59
IHT Wealth Management
Illinois
$257K -$6.82K -136 -3%
AW
60
ACG Wealth
Georgia
$250K
CWM
61
Chronos Wealth Management
Florida
$249K -$37.1K -740 -13%
PA
62
PFG Advisors
Arizona
$245K +$208 +4 +0.1%
RJT
63
Raymond James Trust
Florida
$243K -$32K -640 -12%
IA
64
IFG Advisory
Georgia
$242K -$30.4K -608 -11%
WMA
65
Wealth Management Associates
New Jersey
$222K -$34.1K -680 -13%
VWA
66
Visionary Wealth Advisors
Illinois
$210K -$15.1K -300 -7%
CCA
67
Clearwater Capital Advisors
Illinois
$210K +$210K +4,200 New
Citadel Advisors
68
Citadel Advisors
Florida
$208K +$208K +4,152 New
PAG
69
Private Advisor Group
New Jersey
$202K -$57.6K -1,152 -22%
MCM
70
MAI Capital Management
Ohio
$200K +$200K +4,000 New
PFA
71
Professional Financial Advisors
Nebraska
$199K +$199K +4,016 New
IF
72
Ironwood Financial
Arizona
$174K -$4.81K -96 -3%
GWM
73
Geneos Wealth Management
Colorado
$170K -$99.2K -2,020 -37%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$167K +$401 +8 +0.2%
CTB
75
Country Trust Bank
Illinois
$158K