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iShares Morningstar Mid-Cap ETF

154 hedge funds and large institutions have $365M invested in iShares Morningstar Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
154
Holders Change
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
39
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$824K 13,798
JWCA
52
J.W. Cole Advisors
Florida
$798K 13,360 -1,473 -10%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$767K 12,836 -15 -0.1%
CFGS
54
Concourse Financial Group Securities
Alabama
$742K 12,358 -248 -2%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$741K 12,400
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$710K 11,893
NL
57
NWAM LLC
Washington
$710K 11,885 -1,456 -11%
AC
58
Apella Capital
Connecticut
$689K 11,532
PVAMC
59
PPS&V Asset Management Consultants
Michigan
$672K 11,243 +1 +0%
RJT
60
Raymond James Trust
Florida
$662K 11,076 -791 -7%
SAM
61
S.A. Mason
Michigan
$626K 10,475 -1,290 -11%
T
62
TrueFG
Texas
$613K 10,269 +25 +0.2%
LCM
63
Liberty Capital Management
Michigan
$609K 10,200
SAM
64
Summit Asset Management
Tennessee
$589K 9,855
DWMG
65
DB Wealth Management Group
California
$517K 8,662 +373 +4%
DI
66
DFPG Investments
Utah
$511K 8,712 +2,127 +32%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$506K 8,466 -1,122 -12%
TRCT
68
Tower Research Capital (TRC)
New York
$475K 7,947 +2,195 +38%
IWC
69
Integrated Wealth Concepts
Massachusetts
$462K 7,736 -23 -0.3%
LSA
70
Lion Street Advisors
Texas
$437K 7,316 +7,316 New
AIP
71
Ameritas Investment Partners
Nebraska
$432K 7,232 -70 -1%
Comerica Bank
72
Comerica Bank
Texas
$419K 7,019 +7,019 New
Mariner
73
Mariner
Kansas
$404K 6,772 +540 +9%
TSW
74
Three Seasons Wealth
Utah
$399K 6,650 +6,650 New
HTC
75
Haverford Trust Company
Pennsylvania
$389K 6,517