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iShares Morningstar Mid-Cap ETF

110 hedge funds and large institutions have $303M invested in iShares Morningstar Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+1
Holders Change %
+0.92%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
10
Increased
27
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.2M -$1.5M -29,956 -3%
UBS Group
2
UBS Group
Switzerland
$42.2M +$1.25M +24,960 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$24.7M +$4.81K +96 +0%
RJA
4
Raymond James & Associates
Florida
$18M +$138K +2,752 +0.8%
AAS
5
Avantax Advisory Services
Texas
$17.9M +$8.12M +162,336 +83%
MTC
6
Matrix Trust Company
Colorado
$16.1M +$88.9K +1,776 +0.6%
LPL Financial
7
LPL Financial
California
$14.8M -$23.8K -476 -0.2%
Ameriprise
8
Ameriprise
Minnesota
$12.4M -$437K -8,736 -3%
Wells Fargo
9
Wells Fargo
California
$12.1M +$201K +4,012 +2%
Bank of America
10
Bank of America
North Carolina
$9.27M -$631K -12,604 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.94M -$2.78M -55,600 -26%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.67M -$2.61M -52,120 -25%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.71M -$1.63M -32,608 -22%
BWM
14
Benchmark Wealth Management
Connecticut
$4.96M -$384K -7,660 -7%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.79M -$233K -4,644 -5%
KCM
16
Karp Capital Management
California
$4.46M -$2.07M -41,252 -32%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$4.45M +$2.49M +49,656 +127%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.53M -$68.5K -1,368 -3%
CAN
19
Cetera Advisor Networks
California
$2.42M +$745K +14,876 +45%
BAMG
20
Brand Asset Management Group
Missouri
$2.27M -$35.1K -700 -2%
VA
21
Valmark Advisers
Ohio
$2.2M -$56.3K -1,124 -2%
KAS
22
Kestra Advisory Services
Texas
$1.69M +$1.69M +524 New
GRP
23
Global Retirement Partners
California
$1.65M -$62.7K -1,252 -4%
EH
24
Equitable Holdings
New York
$1.63M -$64.5K -1,288 -4%
Citigroup
25
Citigroup
New York
$1.45M +$5.41K +108 +0.4%