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iShares Morningstar Mid-Cap ETF

116 hedge funds and large institutions have $358M invested in iShares Morningstar Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

5.11% less ownership

Funds ownership: 184.81%179.7% (-5.1%)

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$7.08M
2 +$2.7M
3 +$2.54M
4
KAS
Kestra Advisory Services
Texas
+$1.81M
5
LPL Financial
LPL Financial
California
+$1.49M

Top Sellers

1 -$8.61M
2 -$3.44M
3 -$2.2M
4
Ameriprise
Ameriprise
Minnesota
-$1.66M
5
Bank of America
Bank of America
North Carolina
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$66.1M
2
$50.6M
3
$29.3M
4
$21.3M
5
$18.7M
6
$18.5M
7
$15.5M
8
$12.8M
9
$12.4M
10
$9.72M
11
$9.42M
12
$7.08M
13
$5.92M
14
$5.84M
15
$5.79M
16
$5.5M
17
$5.18M
18
$4.27M
19
$3.12M
20
$2.97M
21
$2.65M
22
$2.54M
23
$2.04M
24
$1.97M
25
$1.84M