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iShares Morningstar Mid-Cap ETF

61 hedge funds and large institutions have $198M invested in iShares Morningstar Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
5
Increased
29
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$38M 251,405 +251,405 New
UBS Group
2
UBS Group
Switzerland
$28.8M 190,641 +8,245 +5%
Wells Fargo
3
Wells Fargo
California
$25.1M 166,344 +3,838 +2%
Morgan Stanley
4
Morgan Stanley
New York
$22.2M 147,014 +6,582 +5%
RJA
5
Raymond James & Associates
Florida
$21.9M 144,724 +1,516 +1%
LPL Financial
6
LPL Financial
California
$8.09M 53,475 +5,732 +12%
Ameriprise
7
Ameriprise
Minnesota
$7.48M 49,530 +14,572 +42%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.08M 33,667 +14,604 +77%
Jane Street
9
Jane Street
New York
$5.06M 33,499 +21,258 +174%
Bank of America
10
Bank of America
North Carolina
$3.8M 25,164 +2,932 +13%
WA
11
WESPAC Advisors
California
$3.73M 24,712 +2,439 +11%
PCM
12
Parsons Capital Management
Rhode Island
$3.64M 24,107 -7 -0%
NPC
13
National Planning Corporation
California
$2.27M 14,994 +1,614 +12%
MFS
14
MSI Financial Services
Massachusetts
$1.97M 13,055 -1,570 -11%
VFA
15
Voya Financial Advisors
Connecticut
$1.79M 11,895 -196 -2%
OC
16
Oppenheimer & Co
New York
$1.55M 10,275 +542 +6%
ICOA
17
Investment Centers of America
North Dakota
$1.24M 8,169 +1,519 +23%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.1M 7,304 +1,029 +16%
SC
19
Scotia Capital
Ontario, Canada
$1.08M 7,172 +7,172 New
UCFA
20
United Capital Financial Advisors
Texas
$1.06M 7,023 +7,023 New
Axa
21
Axa
France
$976K 6,466
CS
22
Comerica Securities
Michigan
$913K 6,047 +1,236 +26%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$906K 5,998 +95 +2%
Citigroup
24
Citigroup
New York
$892K 5,898 +922 +19%
SAM
25
Summit Asset Management
Tennessee
$764K 5,063 -48 -0.9%