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iShares Morningstar Mid-Cap ETF

70 hedge funds and large institutions have $228M invested in iShares Morningstar Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
19
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$42.6M -$7.94M -218,628 -16%
UBS Group
2
UBS Group
Switzerland
$26.7M -$841K -23,156 -3%
RJA
3
Raymond James & Associates
Florida
$21.4M -$333K -9,180 -2%
Wells Fargo
4
Wells Fargo
California
$20.6M -$2.9M -79,964 -12%
LPL Financial
5
LPL Financial
California
$17.6M +$169K +4,712 +1%
Morgan Stanley
6
Morgan Stanley
New York
$12.6M -$5.98M -164,620 -32%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$12M +$10.3M +282,516 +573%
Ameriprise
8
Ameriprise
Minnesota
$10.9M +$2.89M +79,776 +36%
Bank of America
9
Bank of America
North Carolina
$9.77M -$1.46M -40,292 -13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.09M +$2.3M +63,436 +40%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.88M -$7.35M -202,304 -56%
GWM
12
Greenwich Wealth Management
Connecticut
$3.51M +$3.51M +96,696 New
PCM
13
Parsons Capital Management
Rhode Island
$3.37M +$5.08K +140 +0.2%
CWM
14
Cornerstone Wealth Management
Missouri
$3.17M +$3.17M +104,388 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$3.17M +$3.17M +87,288 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.73M +$697K +19,188 +34%
MFS
17
MSI Financial Services
Massachusetts
$2.33M +$4.21K +116 +0.2%
WA
18
WESPAC Advisors
California
$2.27M -$85.9K -2,364 -4%
NPC
19
National Planning Corporation
California
$2.18M -$245K -6,720 -10%
VFA
20
Voya Financial Advisors
Connecticut
$2.04M +$116K +3,200 +6%
SI
21
SII Investments
Wisconsin
$1.54M +$813K +22,356 +112%
ICOA
22
Investment Centers of America
North Dakota
$1.24M -$75.9K -2,092 -6%
CA
23
Cetera Advisors
Colorado
$1.21M +$1.21M +33,284 New
AIP
24
Ameritas Investment Partners
Nebraska
$972K +$319K +8,804 +49%
Axa
25
Axa
France
$939K