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iShares Morningstar Mid-Cap ETF

182 hedge funds and large institutions have $568M invested in iShares Morningstar Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
56
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$1.38M +$99K +1,300 +8%
PGWM
52
Pitti Group Wealth Management
New York
$1.35M -$36K -473 -3%
UAG
53
United Advisor Group
Ohio
$1.3M +$1.3M +17,066 New
GRP
54
Global Retirement Partners
California
$1.09M -$41.7K -548 -4%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$1.06M +$454K +5,962 +75%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$1.02M
ASN
57
Advisory Services Network
Georgia
$1.01M +$594K +7,803 +144%
JWCA
58
J.W. Cole Advisors
Florida
$993K +$30.5K +401 +3%
RW
59
Rede Wealth
Virginia
$984K -$225K -2,961 -19%
MMA
60
Miracle Mile Advisors
California
$911K -$94.5K -1,241 -9%
SAM
61
S.A. Mason
Michigan
$895K +$2.59K +34 +0.3%
AC
62
Apella Capital
Connecticut
$878K
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$871K -$34.3K -451 -4%
AWM
64
Apollon Wealth Management
South Carolina
$825K
CFGS
65
Concourse Financial Group Securities
Alabama
$800K -$26.6K -334 -3%
Corient Private Wealth
66
Corient Private Wealth
Florida
$790K -$404K -5,310 -34%
LCM
67
Liberty Capital Management
Michigan
$777K
DAS
68
Diversify Advisory Services
Utah
$758K -$362K -4,790 -32%
SAM
69
Summit Asset Management
Tennessee
$750K
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$731K -$223K -2,895 -23%
T
71
TrueFG
Texas
$730K
APWA
72
Atlas Private Wealth Advisors
New Jersey
$674K +$98.8K +1,298 +17%
Jane Street
73
Jane Street
New York
$663K +$265K +3,484 +67%
OFG
74
Opulen Financial Group
Virginia
$643K +$643K +8,439 New
Mariner
75
Mariner
Kansas
$561K -$76 -1 -0%