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iShares Morningstar Mid-Cap ETF

162 hedge funds and large institutions have $485M invested in iShares Morningstar Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
20
Increased
49
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$432K -$39.7K -591 -8%
DWA
77
Divergent Wealth Advisors
Utah
$416K
MCCP
78
Mission Creek Capital Partners
California
$406K -$31.2K -465 -7%
PJWM
79
Philip James Wealth Mangement
Georgia
$402K +$402K +5,986 New
LSA
80
Lion Street Advisors
Texas
$397K -$93.9K -1,399 -19%
AHC
81
Adell Harriman & Carpenter
Texas
$396K
FF
82
Financial Futures
New Jersey
$385K +$3.76K +56 +1%
ASN
83
Advisory Services Network
Georgia
$385K
M&T Bank
84
M&T Bank
New York
$350K -$65.8K -980 -16%
4WM
85
49 Wealth Management
Texas
$346K +$346K +5,160 New
RJT
86
Raymond James Trust
Florida
$346K -$397K -5,920 -53%
GLA
87
Good Life Advisors
Pennsylvania
$341K
PA
88
Procyon Advisors
Connecticut
$330K
IWM
89
IHT Wealth Management
Illinois
$328K +$7.05K +105 +2%
BRWA
90
B. Riley Wealth Advisors
Florida
$321K -$49.5K -738 -13%
LNC
91
Lincoln National Corp
Pennsylvania
$303K -$6.38K -95 -2%
MA
92
Mutual Advisors
Nebraska
$289K +$15.6K +232 +6%
WMA
93
Wealth Management Associates
New Jersey
$283K
FP
94
Financial Perspectives
Minnesota
$282K -$5.5K -82 -2%
MCM
95
MAI Capital Management
Ohio
$278K
AA
96
Addison Advisors
Vermont
$272K +$178K +2,650 +189%
GT
97
Glenview Trust
Kentucky
$261K
TRCT
98
Tower Research Capital (TRC)
New York
$259K -$275K -4,095 -52%
XF
99
XML Financial
Maryland
$257K
Citigroup
100
Citigroup
New York
$253K +$38.7K +577 +18%