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iShares Morningstar Mid-Cap ETF

154 hedge funds and large institutions have $365M invested in iShares Morningstar Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
154
Holders Change
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
39
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCCP
76
Mission Creek Capital Partners
California
$389K 6,512 +2,626 +68%
KWM
77
Kaydan Wealth Management
Michigan
$385K 6,452 -168 -3%
M&T Bank
78
M&T Bank
New York
$370K 6,200 +6,200 New
DWA
79
Divergent Wealth Advisors
Utah
$370K 6,189
AHC
80
Adell Harriman & Carpenter
Texas
$352K 5,900
ASN
81
Advisory Services Network
Georgia
$342K 5,728
FF
82
Financial Futures
New Jersey
$339K 5,683
BRWA
83
B. Riley Wealth Advisors
Florida
$331K 5,521 +875 +19%
PI
84
PFG Investments
New York
$309K 5,174 +200 +4%
GLA
85
Good Life Advisors
Pennsylvania
$303K 5,076 -400 -7%
PA
86
Procyon Advisors
Connecticut
$293K 4,911
IWM
87
IHT Wealth Management
Illinois
$285K 4,777 +256 +6%
LNC
88
Lincoln National Corp
Pennsylvania
$275K 4,604 -72 -2%
SPC
89
Sigma Planning Corp
Michigan
$275K 4,598 -574 -11%
WWM
90
Windsor Wealth Management
Indiana
$273K 4,568
TC
91
TownSquare Capital
Utah
$267K 4,473 -415 -8%
FP
92
Financial Perspectives
Minnesota
$256K 4,286 +391 +10%
WMA
93
Wealth Management Associates
New Jersey
$252K 4,222
MCM
94
MAI Capital Management
Ohio
$247K 4,140
MA
95
Mutual Advisors
Nebraska
$244K 4,080 +115 +3%
GT
96
Glenview Trust
Kentucky
$232K 3,887
XF
97
XML Financial
Maryland
$229K 3,828
CCA
98
Clearwater Capital Advisors
Illinois
$218K 3,646
RSWM
99
Robertson Stephens Wealth Management
California
$214K 3,560
BFG
100
Bouchey Financial Group
New York
$202K 3,360 +3,360 New