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iShares Morningstar Mid-Cap Value ETF

41 hedge funds and large institutions have $73.6M invested in iShares Morningstar Mid-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VF
26
Virtu Financial
New York
$315K +$315K +7,494 New
HW
27
Hancock Whitney
Mississippi
$295K +$295K +7,002 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$184K
PMFA
29
Plante Moran Financial Advisors
Michigan
$139K
Citigroup
30
Citigroup
New York
$116K
IF
31
Ironwood Financial
Arizona
$70K +$70K +1,668 New
MAM
32
Meeder Asset Management
Ohio
$64K -$17.4K -417 -21%
CAL
33
Capital Advisors Ltd
Ohio
$44K
CFN
34
Cordasco Financial Network
Florida
$32K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$30K +$30K +717 New
UFA
36
US Financial Advisors
Massachusetts
$28K
BRWM
37
B. Riley Wealth Management
Tennessee
$23K -$5.21K -129 -18%
TFA
38
Transamerica Financial Advisors
Florida
$13K +$13K +300 New
US Bancorp
39
US Bancorp
Minnesota
$13K +$13K +300 New
Creative Planning
40
Creative Planning
Kansas
$11K
HIS
41
Horizon Investment Services
Indiana
-$324K -7,809 Closed
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$72 -1,725 Closed
LWA
43
Lenox Wealth Advisors
New York
-$52K -1,260 Closed
NPC
44
National Planning Corporation
California
-$41.1K -1,008 Closed
AllianceBernstein
45
AllianceBernstein
Tennessee
-$28K -669 Closed
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
-$19K -465 Closed