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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.

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 Market Value Shares Shares
Change
Shares
Change %
Axa
1
Axa
France
$21.2M 132,937
Morgan Stanley
2
Morgan Stanley
New York
$14.9M 93,339 +143 +0.2%
UBS Group
3
UBS Group
Switzerland
$12M 75,542 +2,445 +3%
Ameriprise
4
Ameriprise
Minnesota
$9.33M 58,560 +11,370 +24%
Bank of America
5
Bank of America
North Carolina
$8.58M 53,764 -1,318 -2%
Wells Fargo
6
Wells Fargo
California
$8.29M 51,988 +6,546 +14%
FAT
7
First American Trust
California
$5.35M 33,558 +2,265 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.71M 29,528 +7,103 +32%
GIA
9
GHP Investment Advisors
Colorado
$3.98M 24,937 +53 +0.2%
MWM
10
Marietta Wealth Management
Georgia
$3.82M 23,948 +575 +2%
LPL Financial
11
LPL Financial
California
$3.19M 19,995 -892 -4%
CMP
12
Courage Miller Partners
Virginia
$2.41M 15,079 -284 -2%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.1M 13,170 +1,021 +8%
Citadel Advisors
14
Citadel Advisors
Florida
$1.9M 11,913 +11,913 New
RJA
15
Raymond James & Associates
Florida
$1.88M 11,812 +229 +2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.71M 10,743 +253 +2%
Jane Street
17
Jane Street
New York
$1.35M 8,466 +8,466 New
MHS
18
M Holdings Securities
Oregon
$1.28M 8,011 -20 -0.2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.28M 8,012 +666 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.14M 7,163 +1,081 +18%
NL
21
NWAM LLC
Washington
$1.09M 6,838 +838 +14%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.07M 6,712 -35,517 -84%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.06M 6,674 +4,228 +173%
LFAS
24
Level Four Advisory Services
Texas
$889K 5,572 +352 +7%
Citigroup
25
Citigroup
New York
$859K 5,385 -60 -1%