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iShares Morningstar Mid-Cap ETF

80 hedge funds and large institutions have $261M invested in iShares Morningstar Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
27
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$37.4M +$2.98M +70,672 +9%
Morgan Stanley
2
Morgan Stanley
New York
$27.5M +$2.61M +61,960 +11%
Wells Fargo
3
Wells Fargo
California
$26.6M +$379K +8,980 +1%
Ameriprise
4
Ameriprise
Minnesota
$21.7M +$2.23M +52,992 +12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.2M +$1.29M +30,516 +6%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$17.3M +$817K +19,368 +5%
RJA
7
Raymond James & Associates
Florida
$17.1M -$6.11M -144,856 -26%
Bank of America
8
Bank of America
North Carolina
$15.8M -$177K -4,184 -1%
LPL Financial
9
LPL Financial
California
$11.6M -$1.08M -25,532 -8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$9.16M +$192K +4,540 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.34M +$117K +2,768 +2%
GLA
12
Good Life Advisors
Pennsylvania
$4.74M -$687K -16,232 -13%
Jane Street
13
Jane Street
New York
$4.06M +$4.06M +96,256 New
GWM
14
Geneos Wealth Management
Colorado
$3.23M -$50K -1,184 -2%
CA
15
Cetera Advisors
Colorado
$3.11M +$149K +3,512 +5%
SG Americas Securities
16
SG Americas Securities
New York
$2.59M -$208K -4,928 -7%
AIP
17
Ameritas Investment Partners
Nebraska
$2.58M +$406K +9,632 +19%
VFA
18
Voya Financial Advisors
Connecticut
$2.48M -$27.8K -660 -1%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.45M +$148K +3,504 +6%
NPC
20
National Planning Corporation
California
$2.08M -$903K -21,260 -30%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.42M +$1.42M +33,536 New
Citigroup
22
Citigroup
New York
$1.39M +$46.9K +1,112 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.34M +$717K +16,992 +115%
AG
24
Advisor Group
Arizona
$1.27M +$74.6K +1,768 +6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.21M +$327K +7,748 +37%