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iShares Morningstar Mid-Cap ETF
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Overview Fund Activity

124 hedge funds and large institutions have $401M invested in iShares Morningstar Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
39
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
Beacon Pointe Advisors
California
$2.99M
2
UBS Group
UBS Group
Switzerland
$67.7M
3
Jane Street
Jane Street
New York
$2.09M
4
NA
NewEdge Advisors
Louisiana
$1.95M
5
Wells Fargo
Wells Fargo
California
$16.1M

Top Sellers

1
MTC
Matrix Trust Company
Colorado
$10.5M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$0
3
Morgan Stanley
Morgan Stanley
New York
$64.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$27M
5
Ameriprise
Ameriprise
Minnesota
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
Ancora Advisors
Ohio
$1K +$1K +8 New
Baird Financial Group
127
Baird Financial Group
Wisconsin
– -$6.18M -92,224 Closed
JWCA
128
J.W. Cole Advisors
Florida
– -$1.12M -16,639 Closed
TC
129
TAP Consulting
Missouri
– -$268K -3,996 Closed
SWM
130
Spire Wealth Management
Virginia
– -$173K -2,583 Closed
SB
131
Strategic Blueprint
Georgia
– -$161K -2,400 Closed
AssetMark Inc
132
AssetMark Inc
California
– -$49K -729 Closed
PA
133
Parallel Advisors
California
– -$5K -76 Closed
2 3 4 5
6