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iShares Morningstar Mid-Cap ETF

116 hedge funds and large institutions have $299M invested in iShares Morningstar Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
26
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
101
Sowell Financial Services
Arkansas
$21K +$21K +420 New
ADL
102
Asset Dedication LLC
California
$16K
PMFA
103
Plante Moran Financial Advisors
Michigan
$16K
GI
104
Gradient Investments
Minnesota
$15K
JCM
105
Jacobi Capital Management
Pennsylvania
$14K -$15.4K -308 -52%
GSWM
106
Golden State Wealth Management
California
$10K
GEA
107
Glen Eagle Advisors
New Jersey
$9.1K
AIC
108
Ameritas Investment Company
Nebraska
$9K -$4.3M -84,064 -100%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +184 New
AIM
110
Advantage Investment Management
Iowa
$5K
MAM
111
Meeder Asset Management
Ohio
$5K +$5K +100 New
PA
112
Parallel Advisors
California
$4K
CTC
113
Central Trust Company
Missouri
$3K
IFAM
114
Institutional & Family Asset Management
Colorado
$3K
WTC
115
WhitTier Trust Company
Nevada
$3K
SPIA
116
Steward Partners Investment Advisory
New York
$1K
IDA
117
Intelligence Driven Advisers
California
-$244K -5,024 Closed
B
118
Bridgeworth
Alabama
-$206K -4,248 Closed
RCAG
119
Rehmann Capital Advisory Group
Michigan
-$88.5K -1,824 Closed
OIA
120
OneDigital Investment Advisors
Kansas
-$86K -1,776 Closed
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
-$33K -684 Closed
WT
122
Whittier Trust
California
-$26K -540 Closed
VFA
123
Valeo Financial Advisors
Indiana
-$19K -400 Closed
MF
124
Manchester Financial
California
-$18K -376 Closed