IMCB icon

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 %
FCA
101
FinTrust Capital Advisors
South Carolina
$182K
Franklin Resources
102
Franklin Resources
California
$182K
Fidelity Investments
103
Fidelity Investments
Massachusetts
$181K +$51.7K +852 +40%
Citigroup
104
Citigroup
New York
$179K +$10.1K +167 +6%
PMFA
105
Plante Moran Financial Advisors
Michigan
$174K +$243 +4 +0.1%
GWM
106
Geneos Wealth Management
Colorado
$156K
MPCG
107
Matrix Private Capital Group
New York
$147K -$6K -99 -4%
EI
108
Ellevest Inc
New York
$139K +$15K +248 +12%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$106K
US Bancorp
110
US Bancorp
Minnesota
$104K
EWM
111
EPG Wealth Management
Georgia
$82K
SPIA
112
Steward Partners Investment Advisory
New York
$81.9K
HWM
113
HighMark Wealth Management
Minnesota
$78.7K
CCA
114
Column Capital Advisors
Indiana
$76.6K
IGWM
115
ICA Group Wealth Management
Colorado
$71.8K
PB
116
Pinnacle Bancorp
Nebraska
$66.8K
S
117
SignatureFD
Georgia
$65K +$65K +1,072 New
BAM
118
Belpointe Asset Management
Nevada
$57.4K
AF
119
Advisornet Financial
Minnesota
$56.8K +$182 +3 +0.3%
FFL
120
Financial Freedom LLC
Ohio
$56.8K
HI
121
Harbour Investments
Wisconsin
$55.9K -$12.1K -200 -18%
AFS
122
Annapolis Financial Services
Maryland
$42.4K -$35.2K -580 -45%
FFA
123
Farther Finance Advisors
California
$40.3K +$6.79K +112 +20%
AA
124
Addison Advisors
Vermont
$39.1K +$27.6K +455 +239%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$32.5K