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iShares Morningstar Mid-Cap Value ETF

71 hedge funds and large institutions have $124M invested in iShares Morningstar Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
25
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$55K
IF
52
Ironwood Financial
Arizona
$53K
GWM
53
Geneos Wealth Management
Colorado
$47K +$159 +3 +0.3%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$47K +$3.01K +57 +7%
UBS AM
55
UBS AM
Illinois
$45.1K
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$44K -$25.5K -480 -37%
ME
57
McIlrath & Eck
Washington
$29K +$29K +540 New
SPIA
58
Steward Partners Investment Advisory
New York
$28K +$14.1K +273 +101%
AF
59
Advisornet Financial
Minnesota
$20K +$20K +369 New
SWP
60
Stratos Wealth Partners
Ohio
$16K +$16K +300 New
APA
61
American Portfolios Advisors
New York
$13.6K +$13.6K +255 New
WEC
62
Winslow Evans & Crocker
Massachusetts
$13.2K
BTIS
63
BB&T Investment Services
North Carolina
$13K +$13K +252 New
IA
64
IFP Advisors
Florida
$4K -$26.8K -543 -87%
AAP
65
Arax Advisory Partners
Colorado
$3K
SIS
66
Sound Income Strategies
Florida
$3K +$3K +54 New
IWP
67
Icon Wealth Partners
Texas
$2K +$2K +33 New
TAIM
68
TD Ameritrade Investment Management
Nebraska
$1K -$400 -6 -29%
BlackRock
69
BlackRock
New York
$1K +$1K +24 New
PCG
70
Private Capital Group
Connecticut
$86 +$86 +1,620 New
PAG
71
Private Advisor Group
New Jersey
-$346K -6,846 Closed
NPC
72
National Planning Corporation
California
-$299K -5,937 Closed
ICOA
73
Investment Centers of America
North Dakota
-$206K -4,197 Closed
BF
74
BOK Financial
Oklahoma
-$11K -216 Closed