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iShares Morningstar Mid-Cap ETF

116 hedge funds and large institutions have $299M invested in iShares Morningstar Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

32% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 38

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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 Sellers

1 -$4.3M
2 -$4.07M
3 -$2.63M
4
UBS Group
UBS Group
Switzerland
-$2.59M
5
Wells Fargo
Wells Fargo
California
-$983K
Name Holding Trade Value Shares
Change
Change in
Stake
76
$208K
77
$207K
78
$191K
79
$190K
80
$181K
81
$156K
82
$149K
83
$138K
84
$136K
85
$132K
86
$127K
87
$119K
88
$100K
89
$89K
90
$89K
91
$74K
92
$70K
93
$60K
94
$36K
95
$34K
96
$33K
97
$31K
98
$24K
99
$22K
100
$21K