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iShares Morningstar Mid-Cap ETF

50 hedge funds and large institutions have $129M invested in iShares Morningstar Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+14
Holders Change %
+38.89%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
20
Increased
12
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$23.8M +$23.8M +645,868 New
Wells Fargo
2
Wells Fargo
California
$22.9M +$3.27M +88,768 +17%
RJA
3
Raymond James & Associates
Florida
$21.4M +$21.4M +579,632 New
Morgan Stanley
4
Morgan Stanley
New York
$14.2M +$1.41M +38,300 +11%
LPL Financial
5
LPL Financial
California
$6.81M +$291K +7,892 +4%
Bank of America
6
Bank of America
North Carolina
$5.4M -$3.42M -92,920 -39%
Ameriprise
7
Ameriprise
Minnesota
$3.79M +$757K +20,548 +25%
PCM
8
Parsons Capital Management
Rhode Island
$3.51M -$3.69K -100 -0.1%
PHS
9
Pekin Hardy Strauss
Illinois
$3.3M +$3.3M +89,512 New
WA
10
WESPAC Advisors
California
$3.3M +$3.3M +89,512 New
Citadel Advisors
11
Citadel Advisors
Florida
$3.08M +$3.08M +83,588 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.04M +$1.47M +39,772 +257%
NPC
13
National Planning Corporation
California
$1.95M -$78.1K -2,156 -4%
NFG
14
Next Financial Group
Texas
$1.68M +$56K +1,520 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.51M +$300K +8,132 +25%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.21M +$1.21M +32,832 New
MFS
17
MSI Financial Services
Massachusetts
$1.05M +$282K +7,652 +37%
Axa
18
Axa
France
$953K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$809K +$64.4K +1,748 +9%
SAM
20
Summit Asset Management
Tennessee
$759K
TH
21
Timber Hill
Connecticut
$521K +$521K +14,140 New
CA
22
Cetera Advisors
Colorado
$507K -$2.93K -80 -0.6%
FAAS
23
First Allied Advisory Services
California
$436K +$436K +11,856 New
SPC
24
Sigma Planning Corp
Michigan
$432K +$432K +11,712 New
PI
25
Placemark Investments
Illinois
$430K -$15.6K -424 -4%