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iShares Morningstar Mid-Cap ETF

116 hedge funds and large institutions have $358M invested in iShares Morningstar Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

5.11% less ownership

Funds ownership: 184.81%179.7% (-5.1%)

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$7.08M
2 +$2.7M
3 +$2.54M
4
KAS
Kestra Advisory Services
Texas
+$1.81M
5
LPL Financial
LPL Financial
California
+$1.49M

Top Sellers

1 -$8.61M
2 -$3.44M
3 -$2.2M
4
Ameriprise
Ameriprise
Minnesota
-$1.66M
5
Bank of America
Bank of America
North Carolina
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$543K
52
$508K
53
$485K
54
$471K
55
$463K
56
$431K
57
$430K
58
$422K
59
$399K
60
$388K
61
$361K
62
$353K
63
$312K
64
$299K
65
$293K
66
$285K
67
$285K
68
$275K
69
$273K
70
$262K
71
$246K
72
$245K
73
$237K
74
$235K
75
$234K