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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 %
AFS
101
Annapolis Financial Services
Maryland
$44K
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$34K
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$30K
SIM
104
Sonora Investment Management
Arizona
$28K
TCWA
105
Ten Capital Wealth Advisors
Washington
$27K -$832K -13,312 -97%
PCG
106
Private Capital Group
Connecticut
$27K +$13.4K +216 +98%
TFGT
107
TS Financial Group (TSFG)
Illinois
$26K
GI
108
Gradient Investments
Minnesota
$19K +$250 +4 +1%
AIC
109
Archer Investment Corporation
Indiana
$15.3K
AIC
110
Ameritas Investment Company
Nebraska
$15.1K +$15.1K +240 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$12K
GEA
112
Glen Eagle Advisors
New Jersey
$11.6K
MF
113
Manchester Financial
California
$9K
PA
114
Parallel Advisors
California
$5K
WTC
115
WhitTier Trust Company
Nevada
$4K
IFAM
116
Institutional & Family Asset Management
Colorado
$4K
ADL
117
Asset Dedication LLC
California
$3K -$21K -280 -88%
AA
118
Ancora Advisors
Ohio
$2K +$2K +36 New
T
119
TrueFG
Texas
-$613K -10,472 Closed
Comerica Bank
120
Comerica Bank
Texas
-$361K -5,952 Closed
PA
121
PFG Advisors
Arizona
-$275K -4,700 Closed
VWA
122
Visionary Wealth Advisors
Illinois
-$245K -4,192 Closed
PFA
123
Professional Financial Advisors
Nebraska
-$235K -4,024 Closed
D
124
Diversified
Delaware
-$86K -1,728 Closed
SIAG
125
Safeguard Investment Advisory Group
California
-$61K -1,048 Closed