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iShares Morningstar Mid-Cap ETF

179 hedge funds and large institutions have $488M invested in iShares Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
49
Reduced
59
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SOS
51
Silver Oak Securities
Tennessee
$1.19M -$85.3K -1,217 -7%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M -$911 -13 -0.1%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$1.06M +$128K +1,825 +14%
DAS
54
Diversify Advisory Services
Utah
$1.05M +$428K +6,134 +68%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$967K
MMA
56
Miracle Mile Advisors
California
$958K -$66.3K -946 -6%
JWCA
57
J.W. Cole Advisors
Florida
$886K -$65.9K -940 -7%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$868K
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$834K -$8.14K -116 -1%
AA
60
Axiom Advisory
California
$833K +$833K +11,813 New
CFGS
61
Concourse Financial Group Securities
Alabama
$812K -$1.05K -15 -0.1%
SAM
62
S.A. Mason
Michigan
$812K +$21.7K +310 +3%
AC
63
Apella Capital
Connecticut
$805K
AWM
64
Apollon Wealth Management
South Carolina
$760K
LCM
65
Liberty Capital Management
Michigan
$715K
SAM
66
Summit Asset Management
Tennessee
$691K
T
67
TrueFG
Texas
$682K -$45.9K -655 -6%
FNWA
68
Financial Network Wealth Advisors
Utah
$557K +$557K +7,952 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$544K +$25K +356 +5%
Mariner
70
Mariner
Kansas
$516K -$350 -5 -0.1%
IWC
71
Integrated Wealth Concepts
Massachusetts
$513K -$1.05K -15 -0.2%
PAG
72
Private Advisor Group
New Jersey
$500K +$279K +3,974 +126%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$482K +$2.31K +33 +0.5%
AIP
74
Ameritas Investment Partners
Nebraska
$467K +$70 +1 +0%
HTC
75
Haverford Trust Company
Pennsylvania
$457K