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iShares Morningstar Mid-Cap ETF

116 hedge funds and large institutions have $358M invested in iShares Morningstar Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+6
Holders Change %
+5.45%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
35
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
XF
76
XML Financial
Maryland
$224K +$224K +3,828 New
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$224K +$224K +3,832 New
WWM
78
Windsor Wealth Management
Indiana
$213K +$213K +3,632 New
IA
79
IFG Advisory
Georgia
$212K -$70K -1,200 -25%
RSWM
80
Robertson Stephens Wealth Management
California
$208K +$208K +3,560 New
IF
81
Ironwood Financial
Arizona
$203K
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$195K +$468 +8 +0.2%
CTB
83
Country Trust Bank
Illinois
$185K
FCA
84
FinTrust Capital Advisors
South Carolina
$182K
FMII
85
Farmers & Merchants Investments Inc
Nebraska
$176K
Franklin Resources
86
Franklin Resources
California
$176K
US Bancorp
87
US Bancorp
Minnesota
$164K +$2.34K +40 +1%
EI
88
Ellevest Inc
New York
$140K +$2.58K +44 +2%
MPCG
89
Matrix Private Capital Group
New York
$136K -$3.28K -56 -2%
CFA
90
Carroll Financial Associates
North Carolina
$108K
SFPG
91
Stonebridge Financial Planning Group
Florida
$94K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$89K
D
93
Diversified
Delaware
$86K +$86K +1,728 New
HWM
94
HighMark Wealth Management
Minnesota
$76K -$54.9K -936 -42%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$75K +$7.01K +120 +10%
WEC
96
Winslow Evans & Crocker
Massachusetts
$72K +$4.69K +80 +7%
APWA
97
Atlas Private Wealth Advisors
New Jersey
$63K -$2.34K -40 -4%
SIAG
98
Safeguard Investment Advisory Group
California
$61K +$61K +1,048 New
HS
99
Horan Securities
United States
$43K
AFS
100
Annapolis Financial Services
Maryland
$41K +$41K +700 New