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iShares Morningstar Mid-Cap ETF

64 hedge funds and large institutions have $226M invested in iShares Morningstar Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
25
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
$49.7M 347,616 +36,728 +12%
UBS Group
2
UBS Group
Switzerland
$27.1M 189,456 -12,329 -6%
Wells Fargo
3
Wells Fargo
California
$23.1M 161,670 -9,250 -5%
RJA
4
Raymond James & Associates
Florida
$21.4M 149,447 +1,715 +1%
Morgan Stanley
5
Morgan Stanley
New York
$18.3M 127,640 +36,700 +40%
LPL Financial
6
LPL Financial
California
$17.2M 121,269 +67,182 +124%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13M 91,040 +61,013 +203%
Bank of America
8
Bank of America
North Carolina
$11.1M 77,313 +38,584 +100%
Ameriprise
9
Ameriprise
Minnesota
$7.9M 55,105 +5,871 +12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.7M 39,872 +4,323 +12%
PCM
11
Parsons Capital Management
Rhode Island
$3.31M 23,150 -1,527 -6%
Jane Street
12
Jane Street
New York
$2.98M 20,823 -49,511 -70%
WA
13
WESPAC Advisors
California
$2.32M 16,190 -182 -1%
MFS
14
MSI Financial Services
Massachusetts
$2.29M 15,986 +7,348 +85%
NPC
15
National Planning Corporation
California
$2.16M 16,582 +1,592 +11%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.01M 14,019 +3,902 +39%
VFA
17
Voya Financial Advisors
Connecticut
$1.91M 13,255 +1,187 +10%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$1.76M 12,318 +2,197 +22%
ICOA
19
Investment Centers of America
North Dakota
$1.3M 9,031 +825 +10%
Citigroup
20
Citigroup
New York
$980K 6,848 +360 +6%
SC
21
Scotia Capital
Ontario, Canada
$963K 6,700
Axa
22
Axa
France
$925K 6,466
SI
23
SII Investments
Wisconsin
$716K 5,009 +1,317 +36%
SAM
24
Summit Asset Management
Tennessee
$666K 4,658 -405 -8%
AIP
25
Ameritas Investment Partners
Nebraska
$643K 4,497 +2,200 +96%