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iShares Morningstar Mid-Cap ETF

118 hedge funds and large institutions have $337M invested in iShares Morningstar Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
34
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$594K +$252 +4 +0%
IWC
52
Integrated Wealth Concepts
Massachusetts
$584K +$755 +12 +0.1%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$546K +$84.9K +1,352 +18%
OIA
54
OneDigital Investment Advisors
Kansas
$533K -$12.8K -204 -2%
HTC
55
Haverford Trust Company
Pennsylvania
$504K +$504K +8,020 New
FFN
56
Focus Financial Network
Minnesota
$497K +$497K +7,908 New
DWMG
57
DB Wealth Management Group
California
$475K +$22.4K +356 +5%
WWM
58
Western Wealth Management
Colorado
$456K -$49.8K -792 -10%
SFS
59
Sowell Financial Services
Arkansas
$439K +$432K +26,392 +6,284%
AHC
60
Adell Harriman & Carpenter
Texas
$417K
GLA
61
Good Life Advisors
Pennsylvania
$415K -$107K -1,696 -20%
LNC
62
Lincoln National Corp
Pennsylvania
$363K -$65.8K -1,048 -15%
RJT
63
Raymond James Trust
Florida
$357K +$51.3K +816 +17%
PA
64
Procyon Advisors
Connecticut
$335K
PAG
65
Private Advisor Group
New Jersey
$320K +$65.8K +1,048 +26%
ASN
66
Advisory Services Network
Georgia
$317K -$4.28K -68 -1%
AW
67
ACG Wealth
Georgia
$314K
IWM
68
IHT Wealth Management
Illinois
$294K +$252 +4 +0.1%
TRCT
69
Tower Research Capital (TRC)
New York
$282K +$282K +4,492 New
WMA
70
Wealth Management Associates
New Jersey
$281K
SWM
71
SeaCrest Wealth Management
New York
$276K +$276K +4,392 New
AIP
72
Ameritas Investment Partners
Nebraska
$274K -$32.7K -520 -11%
MCM
73
MAI Capital Management
Ohio
$251K
CCA
74
Clearwater Capital Advisors
Illinois
$249K -$15.4K -244 -6%
XF
75
XML Financial
Maryland
$241K