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iShares Morningstar Mid-Cap Value ETF

72 hedge funds and large institutions have $144M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
76
Voya Financial Advisors
Connecticut
-$398K -10,899 Closed
CG
77
Colony Group
Massachusetts
-$270K -7,566 Closed
ASN
78
Advisory Services Network
Georgia
-$59K -1,668 Closed
S
79
SignatureFD
Georgia
-$49K -1,374 Closed
CS
80
Capital Square
Tennessee
-$28K -792 Closed
SWA
81
Stratos Wealth Advisors
Ohio
-$17K -480 Closed