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iShares Morningstar Mid-Cap ETF

110 hedge funds and large institutions have $303M invested in iShares Morningstar Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
10
Increased
27
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
76
Farmers & Merchants Investments Inc
Nebraska
$151K
Franklin Resources
77
Franklin Resources
California
$150K
US Bancorp
78
US Bancorp
Minnesota
$139K -$2.61K -52 -2%
SSB
79
Sandy Spring Bank
Maryland
$133K
MPCG
80
Matrix Private Capital Group
New York
$119K -$4K -80 -3%
FHA
81
Flagship Harbor Advisors
Massachusetts
$119K
EI
82
Ellevest Inc
New York
$117K +$28.8K +576 +33%
HWM
83
HighMark Wealth Management
Minnesota
$112K
CFA
84
Carroll Financial Associates
North Carolina
$93K -$28K -560 -23%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$89K
SFPG
86
Stonebridge Financial Planning Group
Florida
$84K -$21K -400 -20%
LFG
87
LifePlan Financial Group
Ohio
$84K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$58K +$6.78K +136 +13%
WEC
89
Winslow Evans & Crocker
Massachusetts
$57K
APWA
90
Atlas Private Wealth Advisors
New Jersey
$56K
HS
91
Horan Securities
United States
$37K +$201 +4 +0.5%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$24K +$24K +480 New
SIM
93
Sonora Investment Management
Arizona
$22K
SFS
94
Sowell Financial Services
Arkansas
$21K
TFGT
95
TS Financial Group (TSFG)
Illinois
$21K
LWA
96
Lowe Wealth Advisors
Maryland
$20K
PFS
97
Prospera Financial Services
Texas
$17K +$17K +344 New
ADL
98
Asset Dedication LLC
California
$16K
GI
99
Gradient Investments
Minnesota
$15K
AIC
100
Archer Investment Corporation
Indiana
$12.2K -$30K -600 -71%