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iShares Morningstar Mid-Cap ETF

118 hedge funds and large institutions have $337M invested in iShares Morningstar Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
34
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$240K +$180K +11,436 +298%
WWM
77
Windsor Wealth Management
Indiana
$228K
RSWM
78
Robertson Stephens Wealth Management
California
$223K
IF
79
Ironwood Financial
Arizona
$214K -$3.76K -60 -2%
US Bancorp
80
US Bancorp
Minnesota
$212K +$35.5K +564 +20%
IA
81
IFG Advisory
Georgia
$211K -$16.5K -264 -7%
HI
82
Harbour Investments
Wisconsin
$206K +$206K +3,268 New
MA
83
Mutual Advisors
Nebraska
$203K -$295K -4,692 -59%
NFG
84
Next Financial Group
Texas
$200K -$178K -2,836 -47%
CTB
85
Country Trust Bank
Illinois
$198K
FCA
86
FinTrust Capital Advisors
South Carolina
$195K
FMII
87
Farmers & Merchants Investments Inc
Nebraska
$189K
Franklin Resources
88
Franklin Resources
California
$189K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$169K -$41.1K -652 -20%
SWM
90
Spire Wealth Management
Virginia
$162K +$162K +2,576 New
EI
91
Ellevest Inc
New York
$151K +$504 +8 +0.3%
MPCG
92
Matrix Private Capital Group
New York
$146K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$125K +$44.6K +712 +55%
CFA
94
Carroll Financial Associates
North Carolina
$116K
FP
95
Financial Perspectives
Minnesota
$93K +$92.7K +93,424 +32,439%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$89K
HWM
97
HighMark Wealth Management
Minnesota
$82K
SFPG
98
Stonebridge Financial Planning Group
Florida
$77K -$25.7K -400 -25%
APWA
99
Atlas Private Wealth Advisors
New Jersey
$73K +$5.05K +80 +7%
HS
100
Horan Securities
United States
$46K +$249 +4 +0.5%