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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 %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$31K +$31K +536 New
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$28K
SIM
103
Sonora Investment Management
Arizona
$26K
SFS
104
Sowell Financial Services
Arkansas
$25K
TFGT
105
TS Financial Group (TSFG)
Illinois
$25K
ADL
106
Asset Dedication LLC
California
$19K
FP
107
Financial Perspectives
Minnesota
$16.9K +$16.9K +288 New
GI
108
Gradient Investments
Minnesota
$15K
AIC
109
Archer Investment Corporation
Indiana
$14.3K
PCG
110
Private Capital Group
Connecticut
$13K
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$11K
GEA
112
Glen Eagle Advisors
New Jersey
$10.8K
FPCG
113
Fort Pitt Capital Group
Pennsylvania
$9K +$9K +148 New
MF
114
Manchester Financial
California
$8K
WTC
115
WhitTier Trust Company
Nevada
$4K
PA
116
Parallel Advisors
California
$4K
IFAM
117
Institutional & Family Asset Management
Colorado
$3K
VA
118
Valmark Advisers
Ohio
-$2.2M -43,944 Closed
SA
119
Silversage Advisors
California
-$330K -6,596 Closed
TRCT
120
Tower Research Capital (TRC)
New York
-$274K -5,464 Closed
CWM
121
Chronos Wealth Management
Florida
-$249K -4,964 Closed
SSB
122
Sandy Spring Bank
Maryland
-$133K -2,660 Closed
FHA
123
Flagship Harbor Advisors
Massachusetts
-$119K -2,392 Closed
LWA
124
Lowe Wealth Advisors
Maryland
-$20K -400 Closed
RG
125
Retirement Group
California
-$12K -376 Closed