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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 Market Value Shares Shares
Change
Shares
Change %
Axa
1
Axa
France
$23.8M 188,737 -61,300 -25%
Morgan Stanley
2
Morgan Stanley
New York
$6.27M 49,663 -8,387 -14%
Wells Fargo
3
Wells Fargo
California
$5.22M 41,382 +1,389 +3%
FAT
4
First American Trust
California
$4.18M 33,098 +4,235 +15%
GIA
5
GHP Investment Advisors
Colorado
$3.66M 28,970 +235 +0.8%
Bank of America
6
Bank of America
North Carolina
$3.31M 26,243 -7,378 -22%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.98M 23,633 -4,387 -16%
LPL Financial
8
LPL Financial
California
$2.75M 21,843 -2,693 -11%
UBS Group
9
UBS Group
Switzerland
$2.63M 20,862 +1,017 +5%
Citadel Advisors
10
Citadel Advisors
Florida
$2.43M 19,298 +19,298 New
CMP
11
Courage Miller Partners
Virginia
$2.41M 19,096 -1,336 -7%
SG Americas Securities
12
SG Americas Securities
New York
$2.4M 19,015
TH
13
Timber Hill
Connecticut
$2.39M 18,958 -2,217 -10%
Jane Street
14
Jane Street
New York
$1.2M 9,482 +9,482 New
MHS
15
M Holdings Securities
Oregon
$1.07M 8,505
ALA
16
Atherton Lane Advisers
California
$907K 7,185 +500 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$757K 5,994 -1,126 -16%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$653K 5,172 -295 -5%
AIG
19
American International Group
New York
$601K 4,763 +1,888 +66%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$582K 4,614 +526 +13%
Ameriprise
21
Ameriprise
Minnesota
$503K 3,983 +96 +2%
MFS
22
MSI Financial Services
Massachusetts
$418K 3,315 -399 -11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$408K 3,229 +245 +8%
SAM
24
Summit Asset Management
Tennessee
$349K 2,765
ICAS
25
Investors Capital Advisory Services
Massachusetts
$339K 2,687 +15 +0.6%