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iShares Morningstar Mid-Cap ETF

162 hedge funds and large institutions have $485M invested in iShares Morningstar Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
20
Increased
49
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$948K +$51.1K +761 +6%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$926K
RW
53
Rede Wealth
Virginia
$921K +$921K +13,716 New
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$883K +$21.1K +315 +2%
NL
55
NWAM LLC
Washington
$855K +$57.6K +858 +7%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$832K
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$806K +$7.79K +116 +1%
CFGS
58
Concourse Financial Group Securities
Alabama
$795K -$34.6K -516 -4%
AC
59
Apella Capital
Connecticut
$757K
PVAMC
60
PPS&V Asset Management Consultants
Michigan
$755K
AWM
61
Apollon Wealth Management
South Carolina
$728K -$585K -8,720 -45%
SAM
62
S.A. Mason
Michigan
$722K +$18.8K +280 +3%
T
63
TrueFG
Texas
$699K +$9.33K +139 +1%
LCM
64
Liberty Capital Management
Michigan
$685K
SAM
65
Summit Asset Management
Tennessee
$662K
DI
66
DFPG Investments
Utah
$612K +$39K +593 +7%
DWMG
67
DB Wealth Management Group
California
$608K +$26.2K +390 +5%
IWC
68
Integrated Wealth Concepts
Massachusetts
$567K +$47.3K +704 +9%
Mariner
69
Mariner
Kansas
$494K +$39.6K +590 +9%
AIP
70
Ameritas Investment Partners
Nebraska
$482K -$3.16K -47 -0.6%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$463K +$463K +6,871 New
TSW
72
Three Seasons Wealth
Utah
$446K
HTC
73
Haverford Trust Company
Pennsylvania
$437K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$433K +$235K +3,503 +119%
KWM
75
Kaydan Wealth Management
Michigan
$433K