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iShares Morningstar Mid-Cap ETF

154 hedge funds and large institutions have $390M invested in iShares Morningstar Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
47
Reduced
44
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$924K 14,604 +358 +3%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$873K 13,798
NL
53
NWAM LLC
Washington
$844K 13,341 +1,177 +10%
NA
54
NewEdge Advisors
Louisiana
$830K 13,113 -1,104 -8%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$813K 12,851 -117 -0.9%
CFGS
56
Concourse Financial Group Securities
Alabama
$798K 12,606 -24,848 -66%
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$785K 12,400
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$753K 11,893 -57 -0.5%
RJT
59
Raymond James Trust
Florida
$751K 11,867
AC
60
Apella Capital
Connecticut
$730K 11,532 +11,532 New
BFC
61
Bedel Financial Consulting
Indiana
$722K 11,403 +7,507 +193%
SAM
62
S.A. Mason
Michigan
$713K 11,765
PVAMC
63
PPS&V Asset Management Consultants
Michigan
$712K 11,242 -1 -0%
RA
64
RFG Advisory
Alabama
$669K 10,576 +1 +0%
T
65
TrueFG
Texas
$648K 10,244 -26 -0.3%
LCM
66
Liberty Capital Management
Michigan
$646K 10,200
SAM
67
Summit Asset Management
Tennessee
$624K 9,855 -751 -7%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$607K 9,588 -6,317 -40%
DWMG
69
DB Wealth Management Group
California
$525K 8,289 -8 -0.1%
IWC
70
Integrated Wealth Concepts
Massachusetts
$491K 7,759 -566 -7%
AIP
71
Ameritas Investment Partners
Nebraska
$462K 7,302 +1 +0%
Citadel Advisors
72
Citadel Advisors
Florida
$442K 6,978 -6,354 -48%
DI
73
DFPG Investments
Utah
$431K 6,585 +1,553 +31%
KWM
74
Kaydan Wealth Management
Michigan
$419K 6,620
HTC
75
Haverford Trust Company
Pennsylvania
$412K 6,517