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iShares Morningstar Mid-Cap ETF

179 hedge funds and large institutions have $488M invested in iShares Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
49
Reduced
59
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TSW
76
Three Seasons Wealth
Utah
$454K -$12.6K -180 -3%
KWM
77
Kaydan Wealth Management
Michigan
$452K
APWA
78
Atlas Private Wealth Advisors
New Jersey
$435K +$435K +6,204 New
PJWM
79
Philip James Wealth Mangement
Georgia
$422K +$1.33K +19 +0.3%
AHC
80
Adell Harriman & Carpenter
Texas
$414K
FF
81
Financial Futures
New Jersey
$392K -$10.7K -153 -3%
CFD
82
Creative Financial Designs
Indiana
$388K +$20.5K +293 +6%
ASN
83
Advisory Services Network
Georgia
$379K -$22.5K -321 -6%
LSA
84
Lion Street Advisors
Texas
$375K -$39.5K -564 -10%
RJT
85
Raymond James Trust
Florida
$361K -$60.7K -866 -14%
CPA
86
Capital Planning Advisors
California
$359K +$112K +1,593 +45%
GLA
87
Good Life Advisors
Pennsylvania
$356K
PI
88
PFG Investments
New York
$345K -$3.37K -48 -1%
PVAMC
89
PPS&V Asset Management Consultants
Michigan
$340K
PA
90
Procyon Advisors
Connecticut
$339K -$4.98K -71 -1%
IWM
91
IHT Wealth Management
Illinois
$337K -$2.17K -31 -0.6%
NRI
92
NFP Retirement Inc
California
$337K -$30.3K -432 -8%
DWA
93
Divergent Wealth Advisors
Utah
$337K -$30.3K -432 -8%
AWAU
94
Alliance Wealth Advisors (Utah)
Utah
$335K +$335K +4,774 New
4WM
95
49 Wealth Management
Texas
$329K +$329K +4,718 New
MA
96
Mutual Advisors
Nebraska
$327K -$2.1K -29 -0.6%
DWM
97
Diversify Wealth Management
Utah
$317K +$317K +4,601 New
FP
98
Financial Perspectives
Minnesota
$314K +$11.1K +159 +4%
MCM
99
MAI Capital Management
Ohio
$307K -$4.21K -60 -1%
M&T Bank
100
M&T Bank
New York
$306K