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iShares Morningstar Mid-Cap Value ETF

78 hedge funds and large institutions have $177M invested in iShares Morningstar Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
21
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
51
Titus Wealth Management
California
$218K +$218K +4,170 New
BRC
52
Bell Rock Capital
Delaware
$178K -$5.58K -105 -3%
PMFA
53
Plante Moran Financial Advisors
Michigan
$173K
SCA
54
Stonebridge Capital Advisors
Minnesota
$125K +$125K +2,385 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$109K +$6.62K +126 +6%
JPLA
56
Joseph P. Lucia & Associates
New York
$94K -$15.7M -298,404 -99%
US Bancorp
57
US Bancorp
Minnesota
$89K +$24.5K +465 +38%
PCG
58
Private Capital Group
Connecticut
$86K
CAL
59
Capital Advisors Ltd
Ohio
$55K
IF
60
Ironwood Financial
Arizona
$53K
BAMG
61
Brand Asset Management Group
Missouri
$48K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$45K -$2.37K -45 -5%
UBS AM
63
UBS AM
Illinois
$44.6K
NFG
64
Next Financial Group
Texas
$36K +$36K +693 New
GWM
65
Geneos Wealth Management
Colorado
$32K +$155 +3 +0.5%
ME
66
McIlrath & Eck
Washington
$28K
PFBT
67
Parkside Financial Bank & Trust
Missouri
$27K
WEC
68
Winslow Evans & Crocker
Massachusetts
$14K
FHA
69
Flagship Harbor Advisors
Massachusetts
$14K
APA
70
American Portfolios Advisors
New York
$13.4K
CFGS
71
Concourse Financial Group Securities
Alabama
$12K +$8K +150 +200%
EIP
72
Ellis Investment Partners
Pennsylvania
$10K +$10K +195 New
VCM
73
Versant Capital Management
Arizona
$8K +$8K +156 New
SIS
74
Sound Income Strategies
Florida
$3K
GRP
75
Global Retirement Partners
California
$3K