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iShares Morningstar Mid-Cap ETF

36 hedge funds and large institutions have $78.6M invested in iShares Morningstar Mid-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$18.6M +$2.98M +85,680 +19%
U
2
UBS
Switzerland
$15.8M +$2.31M +66,324 +17%
Morgan Stanley
3
Morgan Stanley
New York
$12.1M -$413K -11,860 -3%
Bank of America
4
Bank of America
North Carolina
$8.33M +$3.08M +88,392 +59%
LPL Financial
5
LPL Financial
California
$6.06M -$891K -26,004 -13%
PCM
6
Parsons Capital Management
Rhode Island
$3.32M -$2.09K -60 -0.1%
Ameriprise
7
Ameriprise
Minnesota
$2.86M +$229K +6,580 +9%
NPC
8
National Planning Corporation
California
$1.94M +$153K +4,408 +9%
NFG
9
Next Financial Group
Texas
$1.53M +$1.53M +43,968 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.14M +$159K +4,572 +16%
Axa
11
Axa
France
$900K
MFS
12
MSI Financial Services
Massachusetts
$722K +$2.36K +68 +0.3%
SAM
13
Summit Asset Management
Tennessee
$716K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$703K +$423K +12,148 +151%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$539K -$2.22M -63,892 -80%
CA
16
Cetera Advisors
Colorado
$486K -$35.3K -1,012 -7%
AIG
17
American International Group
New York
$472K -$305K -8,768 -39%
PI
18
Placemark Investments
Illinois
$421K -$916K -26,360 -69%
ALA
19
Atherton Lane Advisers
California
$361K +$43.8K +1,260 +14%
NES
20
New England Securities
New York
$299K -$51.5K -1,484 -15%
Goldman Sachs
21
Goldman Sachs
New York
$228K -$15.3K -440 -6%
SCA
22
Strategic Capital Alternatives
United States
$181K +$181K +5,216 New
BCI
23
Brinker Capital Investments
Pennsylvania
$145K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$137K
WA
25
WFG Advisors
Texas
$136K -$2.79K -80 -2%