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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 %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$89K +$83.7K +5,008 +1,565%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$85.7K +$85.7K +1,824 New
LFG
78
LifePlan Financial Group
Ohio
$85K -$14.7K -312 -15%
OIA
79
OneDigital Investment Advisors
Kansas
$83K +$374 +8 +0.5%
WEC
80
Winslow Evans & Crocker
Massachusetts
$72K
PO
81
Private Ocean
California
$66K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$62K +$55.5K +1,188 +849%
CAC
83
Certified Advisory Corp
Florida
$56K +$187 +4 +0.3%
WCM
84
WealthBridge Capital Management
Ohio
$52K
SWM
85
SeaCrest Wealth Management
New York
$42K
HS
86
Horan Securities
United States
$34K +$189 +4 +0.6%
SIAS
87
Shine Investment Advisory Services
Colorado
$32K
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$31K
JCM
89
Jacobi Capital Management
Pennsylvania
$28K +$190 +4 +0.7%
IA
90
IFP Advisors
Florida
$27K -$85.9K -1,768 -76%
WT
91
Whittier Trust
California
$25K
SIM
92
Sonora Investment Management
Arizona
$22K
PCG
93
Private Capital Group
Connecticut
$22K +$183 +4 +0.8%
TFGT
94
TS Financial Group (TSFG)
Illinois
$20K +$20K +420 New
VFA
95
Valeo Financial Advisors
Indiana
$19K
ADL
96
Asset Dedication LLC
California
$15K
GI
97
Gradient Investments
Minnesota
$14K
RFC
98
Regions Financial Corp
Alabama
$11K
GSWM
99
Golden State Wealth Management
California
$9K +$9K +200 New
GEA
100
Glen Eagle Advisors
New Jersey
$8.65K