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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

5.11% less ownership

Funds ownership: 184.81%179.7% (-5.1%)

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 Buyers

1 +$7.08M
2 +$2.7M
3 +$2.54M
4
KAS
Kestra Advisory Services
Texas
+$1.81M
5
LPL Financial
LPL Financial
California
+$1.49M

Top Sellers

1 -$8.61M
2 -$3.44M
3 -$2.2M
4
Ameriprise
Ameriprise
Minnesota
-$1.66M
5
Bank of America
Bank of America
North Carolina
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$224K
77
$224K
78
$213K
79
$212K
80
$208K
81
$203K
82
$195K
83
$185K
84
$182K
85
$176K
86
$176K
87
$164K
88
$140K
89
$136K
90
$108K
91
$94K
92
$89K
93
$86K
94
$76K
95
$75K
96
$72K
97
$63K
98
$61K
99
$43K
100
$41K