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iShares Morningstar Mid-Cap ETF

148 hedge funds and large institutions have $355M invested in iShares Morningstar Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
40
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$862K +$788K +13,002 +1,070%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$837K
Citadel Advisors
53
Citadel Advisors
Florida
$808K +$808K +13,332 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$786K +$20.3K +335 +3%
NL
55
NWAM LLC
Washington
$738K -$89.1K -1,470 -11%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$725K +$3.46K +57 +0.5%
RJT
57
Raymond James Trust
Florida
$720K -$5.4K -89 -0.7%
SAM
58
S.A. Mason
Michigan
$713K -$48.3K -796 -6%
PVAMC
59
PPS&V Asset Management Consultants
Michigan
$682K
SAM
60
Summit Asset Management
Tennessee
$643K -$48.6K -801 -7%
RA
61
RFG Advisory
Alabama
$641K +$61 +1 +0%
T
62
TrueFG
Texas
$623K -$3.09K -51 -0.5%
LCM
63
Liberty Capital Management
Michigan
$619K
Stifel Financial
64
Stifel Financial
Missouri
$603K +$2.06K +34 +0.3%
SPC
65
Sigma Planning Corp
Michigan
$544K -$52.7K -869 -9%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$540K -$18.1K -299 -3%
IWC
67
Integrated Wealth Concepts
Massachusetts
$505K -$8.67K -143 -2%
DWMG
68
DB Wealth Management Group
California
$503K -$12.8K -211 -2%
LSA
69
Lion Street Advisors
Texas
$498K +$498K +8,206 New
DAS
70
Dynamic Advisor Solutions
Arizona
$472K +$472K +7,781 New
AIP
71
Ameritas Investment Partners
Nebraska
$443K -$9.04K -149 -2%
WWM
72
Western Wealth Management
Colorado
$424K -$95K -1,566 -18%
KWM
73
Kaydan Wealth Management
Michigan
$401K
FF
74
Financial Futures
New Jersey
$401K
HTC
75
Haverford Trust Company
Pennsylvania
$395K