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iShares Morningstar Mid-Cap ETF

148 hedge funds and large institutions have $423M invested in iShares Morningstar Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.34%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
23
Increased
41
Reduced
41
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AW
76
ACG Wealth
Georgia
$336K
PA
77
Procyon Advisors
Connecticut
$327K -$31.8K -473 -9%
IWM
78
IHT Wealth Management
Illinois
$308K -$1.69K -25 -0.5%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$299K -$31.5K -468 -10%
WMA
80
Wealth Management Associates
New Jersey
$284K -$16.8K -250 -6%
Comerica Bank
81
Comerica Bank
Texas
$277K +$277K +4,100 New
AIP
82
Ameritas Investment Partners
Nebraska
$274K
MCM
83
MAI Capital Management
Ohio
$269K
CCA
84
Clearwater Capital Advisors
Illinois
$262K
XF
85
XML Financial
Maryland
$258K
APA
86
American Portfolios Advisors
New York
$257K +$257K +3,816 New
MA
87
Mutual Advisors
Nebraska
$256K -$539 -8 -0.2%
WWM
88
Windsor Wealth Management
Indiana
$242K
RSWM
89
Robertson Stephens Wealth Management
California
$239K
FWM
90
Fingerlakes Wealth Management
New York
$239K +$739 +11 +0.3%
IA
91
IFG Advisory
Georgia
$222K -$6.72K -100 -3%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$212K -$32.3K -480 -13%
OIA
93
OneDigital Investment Advisors
Kansas
$212K -$7.28K -108 -3%
CTB
94
Country Trust Bank
Illinois
$209K -$2.96K -44 -1%
FCA
95
FinTrust Capital Advisors
South Carolina
$209K
IF
96
Ironwood Financial
Arizona
$208K -$5.38K -80 -3%
FMII
97
Farmers & Merchants Investments Inc
Nebraska
$203K
PAG
98
Private Advisor Group
New Jersey
$202K -$76K -1,130 -27%
Franklin Resources
99
Franklin Resources
California
$202K
Citigroup
100
Citigroup
New York
$198K -$472 -7 -0.2%