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iShares Morningstar Mid-Cap ETF

148 hedge funds and large institutions have $355M invested in iShares Morningstar Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
40
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
76
Good Life Advisors
Pennsylvania
$380K
Mariner
77
Mariner
Kansas
$378K -$50.5K -832 -12%
DWA
78
Divergent Wealth Advisors
Utah
$375K -$1.03K -17 -0.3%
AHC
79
Adell Harriman & Carpenter
Texas
$358K
ASN
80
Advisory Services Network
Georgia
$347K +$19K +314 +6%
TRCT
81
Tower Research Capital (TRC)
New York
$314K -$8.8K -145 -3%
LNC
82
Lincoln National Corp
Pennsylvania
$313K +$61 +1 +0%
DI
83
DFPG Investments
Utah
$305K +$305K +5,032 New
IWM
84
IHT Wealth Management
Illinois
$304K +$25.2K +415 +9%
PA
85
Procyon Advisors
Connecticut
$298K
MA
86
Mutual Advisors
Nebraska
$260K
WMA
87
Wealth Management Associates
New Jersey
$256K
TC
88
TownSquare Capital
Utah
$253K -$4.97K -82 -2%
MCM
89
MAI Capital Management
Ohio
$251K -$3.64K -60 -1%
CCA
90
Clearwater Capital Advisors
Illinois
$236K
BFC
91
Bedel Financial Consulting
Indiana
$236K +$236K +3,896 New
GT
92
Glenview Trust
Kentucky
$236K +$236K +3,887 New
XF
93
XML Financial
Maryland
$232K
FP
94
Financial Perspectives
Minnesota
$219K +$47.5K +783 +28%
WWM
95
Windsor Wealth Management
Indiana
$217K
RSWM
96
Robertson Stephens Wealth Management
California
$216K
CIA
97
Cape Investment Advisory
Georgia
$215K +$215K +3,546 New
CTB
98
Country Trust Bank
Illinois
$189K
BC
99
Barrett & Company
Rhode Island
$188K +$728 +12 +0.4%
FMII
100
Farmers & Merchants Investments Inc
Nebraska
$183K