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iShares Morningstar Mid-Cap Value ETF

70 hedge funds and large institutions have $157M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
17
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$930K +$3.93K +90 +0.4%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$912K -$877K
KPWS
28
Kestra Private Wealth Services
Texas
$855K +$855K +19,587 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$844K -$52.5K -1,203 -6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$726K +$3.41K +78 +0.5%
Osaic Holdings
31
Osaic Holdings
Arizona
$614K -$152K -3,495 -20%
FFN
32
Focus Financial Network
Minnesota
$610K -$862K -19,743 -59%
TRCT
33
Tower Research Capital (TRC)
New York
$556K -$266K -6,084 -32%
LFAS
34
Level Four Advisory Services
Texas
$535K
PK
35
Pflug Koory
Nebraska
$458K
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$435K
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$385K +$97.3K +2,229 +34%
PSF
38
Pacific Sun Financial
California
$365K -$13.1K -300 -3%
Citigroup
39
Citigroup
New York
$334K +$9.05K +207 +3%
PCIA
40
Prime Capital Investment Advisors
Kansas
$304K
MRCM
41
M&R Capital Management
New Jersey
$265K
BWA
42
Burt Wealth Advisors
Maryland
$213K +$34.9K +801 +20%
NFG
43
Next Financial Group
Texas
$194K +$194K +4,449 New
SBSB
44
Sullivan, Bruyette, Speros & Blaney
Virginia
$190K
PMFA
45
Plante Moran Financial Advisors
Michigan
$144K
TAIM
46
TD Ameritrade Investment Management
Nebraska
$128K -$14.4K -327 -10%
ASN
47
Advisory Services Network
Georgia
$126K +$126K +2,883 New
FHA
48
Flagship Harbor Advisors
Massachusetts
$115K +$15.9K +366 +16%
PCG
49
Private Capital Group
Connecticut
$71K
US Bancorp
50
US Bancorp
Minnesota
$70K