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iShares Morningstar Mid-Cap ETF

103 hedge funds and large institutions have $253M invested in iShares Morningstar Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-24
Holders Change %
-18.9%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
10
Increased
23
Reduced
45
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
S
76
SignatureFD
Georgia
$62K
PO
77
Private Ocean
California
$53K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$50K -$47.9K -1,264 -49%
CAC
79
Certified Advisory Corp
Florida
$47K
CAAS
80
Capital Asset Advisory Services
Michigan
$45K +$45K +1,120 New
WEC
81
Winslow Evans & Crocker
Massachusetts
$44K -$12.8K -336 -23%
AIC
82
Archer Investment Corporation
Indiana
$32K
HS
83
Horan Securities
United States
$28K +$28K +732 New
PCG
84
Private Capital Group
Connecticut
$19K +$157 +4 +0.8%
SWA
85
Stratos Wealth Advisors
Ohio
$19K +$19K +504 New
SIM
86
Sonora Investment Management
Arizona
$17K
SFS
87
Sowell Financial Services
Arkansas
$16K
TFGT
88
TS Financial Group (TSFG)
Illinois
$16K
LWA
89
Lowe Wealth Advisors
Maryland
$15K -$8.25K -220 -35%
ADL
90
Asset Dedication LLC
California
$12K
MF
91
Manchester Financial
California
$11K -$2.97K -80 -21%
GI
92
Gradient Investments
Minnesota
$11K
WQ
93
Wealth Quarterback
New Jersey
$10.6K +$10.6K +276 New
EI
94
Ellevest Inc
New York
$8K +$148 +4 +2%
GEA
95
Glen Eagle Advisors
New Jersey
$7.05K
AIC
96
Ameritas Investment Company
Nebraska
$7K
WTC
97
WhitTier Trust Company
Nevada
$3K
PA
98
Parallel Advisors
California
$2K -$111 -4 -5%
CTC
99
Central Trust Company
Missouri
$2K
IFAM
100
Institutional & Family Asset Management
Colorado
$2K