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iShares Morningstar Mid-Cap ETF

111 hedge funds and large institutions have $273M invested in iShares Morningstar Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
29
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$41.4M -$3.93M -83,556 -9%
Morgan Stanley
2
Morgan Stanley
New York
$30.6M -$627K -13,332 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$25.6M -$627K -13,348 -2%
Wells Fargo
4
Wells Fargo
California
$24M -$643K -13,684 -3%
Ameriprise
5
Ameriprise
Minnesota
$16.2M -$6.21M -132,032 -28%
RJA
6
Raymond James & Associates
Florida
$15.7M +$86.3K +1,836 +0.6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.3M +$7.04M +149,764 +135%
LPL Financial
8
LPL Financial
California
$10.1M -$143K -3,048 -1%
Bank of America
9
Bank of America
North Carolina
$7.53M -$8.9M -189,360 -54%
KCM
10
Karp Capital Management
California
$6.11M +$163K +3,464 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.58M -$13.4M -284,652 -71%
GLA
12
Good Life Advisors
Pennsylvania
$5.13M -$99.6K -2,124 -2%
CA
13
Cetera Advisors
Colorado
$4.68M +$271K +5,768 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.47M -$597K -12,700 -12%
AIP
15
Ameritas Investment Partners
Nebraska
$4.45M +$80.8K +1,720 +2%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$4.44M -$355K -7,548 -7%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$4.26M +$3.04M +64,668 +249%
Citadel Advisors
18
Citadel Advisors
Florida
$3.76M +$421K +8,964 +13%
MML Investors Services
19
MML Investors Services
Massachusetts
$3.68M -$380K -8,084 -9%
BAMG
20
Brand Asset Management Group
Missouri
$2.6M -$2.26K -48 -0.1%
GWM
21
Geneos Wealth Management
Colorado
$2.59M -$56.6K -1,204 -2%
ASN
22
Advisory Services Network
Georgia
$2.36M +$1.83M +39,032 +347%
PFG
23
Pacific Financial Group
Washington
$2M -$34K -724 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.88M -$210K -4,472 -10%
VFA
25
Voya Financial Advisors
Connecticut
$1.83M -$952K -20,384 -34%