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iShares Morningstar Mid-Cap ETF
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Overview Fund Activity

109 hedge funds and large institutions have $288M invested in iShares Morningstar Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
15
Increased
25
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.16M
2
SA
Silversage Advisors
California
+$3.78M
3
LPL Financial
LPL Financial
California
+$2.19M
4
VA
Valmark Advisers
Ohio
+$2.08M
5
FAIM
Financial Advocates Investment Management
Washington
+$1.7M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$6.99M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.46M
4
Morgan Stanley
Morgan Stanley
New York
-$4.92M
5
Wells Fargo
Wells Fargo
California
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$130K -$21.2K -460 -14%
SSB
77
Sandy Spring Bank
Maryland
$123K – – –
MPCG
78
Matrix Private Capital Group
New York
$113K -$919 -20 -0.8%
CFA
79
Carroll Financial Associates
North Carolina
$111K – – –
FHA
80
Flagship Harbor Advisors
Massachusetts
$110K – – –
HWM
81
HighMark Wealth Management
Minnesota
$103K – – –
SFPG
82
Stonebridge Financial Planning Group
Florida
$93K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
EI
84
Ellevest Inc
New York
$81K +$71.1K +1,552 +719%
LFG
85
LifePlan Financial Group
Ohio
$78K – – –
CAC
86
Certified Advisory Corp
Florida
$57K +$367 +8 +0.6%
WEC
87
Winslow Evans & Crocker
Massachusetts
$53K -$185 -4 -0.3%
APWA
88
Atlas Private Wealth Advisors
New Jersey
$51K +$51K +1,116 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$47K -$13.4K -292 -22%
CAAS
90
Capital Asset Advisory Services
Michigan
$43K -$13.3K -264 -24%
AIC
91
Archer Investment Corporation
Indiana
$38.9K – – –
HS
92
Horan Securities
United States
$34K – – –
PCG
93
Private Capital Group
Connecticut
$22K +$180 +4 +0.8%
SIM
94
Sonora Investment Management
Arizona
$20K – – –
SFS
95
Sowell Financial Services
Arkansas
$19K – – –
TFGT
96
TS Financial Group (TSFG)
Illinois
$19K – – –
LWA
97
Lowe Wealth Advisors
Maryland
$18K – – –
ADL
98
Asset Dedication LLC
California
$15K – – –
MF
99
Manchester Financial
California
$14K – – –
GI
100
Gradient Investments
Minnesota
$14K – – –
1 2 3
4
5