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iShares Morningstar Mid-Cap ETF

35 hedge funds and large institutions have $75.2M invested in iShares Morningstar Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$15.8M -$565K -16,728 -3%
U
2
UBS
Switzerland
$11.6M -$201K -5,956 -2%
Morgan Stanley
3
Morgan Stanley
New York
$11.3M +$1.47M +43,620 +15%
LPL Financial
4
LPL Financial
California
$7.63M -$977K -28,944 -11%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$6.25M +$3.79M +112,324 +154%
Bank of America
6
Bank of America
North Carolina
$4.63M +$2.83M +83,952 +158%
PCM
7
Parsons Capital Management
Rhode Island
$3.31M +$103K +3,040 +3%
Ameriprise
8
Ameriprise
Minnesota
$2.45M -$72.5K -2,140 -3%
NPC
9
National Planning Corporation
California
$1.58M +$79K +2,308 +5%
PI
10
Placemark Investments
Illinois
$1.48M +$1.03M +30,404 +225%
Jane Street
11
Jane Street
New York
$1.41M +$1.41M +41,696 New
TH
12
Timber Hill
Connecticut
$1.28M +$1.28M +38,040 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$914K +$95.2K +2,820 +12%
Axa
14
Axa
France
$873K
MFS
15
MSI Financial Services
Massachusetts
$745K -$56.7K -1,680 -7%
SAM
16
Summit Asset Management
Tennessee
$681K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$445K -$33.1K -980 -7%
Goldman Sachs
18
Goldman Sachs
New York
$393K +$393K +11,636 New
NES
19
New England Securities
New York
$386K +$36.2K +1,072 +10%
CA
20
Cetera Advisors
Colorado
$371K +$7.97K +236 +2%
FHC
21
First Heartland Consultants
Missouri
$350K +$350K +10,376 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$291K +$51.7K +1,532 +22%
MIM
23
Marco Investment Management
Georgia
$233K
BCI
24
Brinker Capital Investments
Pennsylvania
$141K
WA
25
WFG Advisors
Texas
$134K +$3.51K +104 +3%