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iShares Morningstar Mid-Cap ETF

154 hedge funds and large institutions have $390M invested in iShares Morningstar Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
15
Increased
47
Reduced
44
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RSWM
101
Robertson Stephens Wealth Management
California
$225K 3,560
CIA
102
Cape Investment Advisory
Georgia
$223K 3,518 -28 -0.8%
Citigroup
103
Citigroup
New York
$211K 3,330 +374 +13%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$202K 3,196 +204 +7%
BC
105
Barrett & Company
Rhode Island
$197K 3,117 +10 +0.3%
CTB
106
Country Trust Bank
Illinois
$197K 3,112
FMII
107
Farmers & Merchants Investments Inc
Nebraska
$191K 3,012
Franklin Resources
108
Franklin Resources
California
$190K 3,000
FCA
109
FinTrust Capital Advisors
South Carolina
$182K 3,104
PMFA
110
Plante Moran Financial Advisors
Michigan
$182K 2,869 +3 +0.1%
GWM
111
Geneos Wealth Management
Colorado
$163K 2,576
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K 2,556 +2,556 New
TSWM
113
Tyler-Stone Wealth Management
Ohio
$155K 2,447 +2,447 New
MPCG
114
Matrix Private Capital Group
New York
$154K 2,433 +1 +0%
AA
115
Addison Advisors
Vermont
$117K 1,855 +1,210 +188%
US Bancorp
116
US Bancorp
Minnesota
$108K 1,708
EWM
117
EPG Wealth Management
Georgia
$85.6K 1,352
SPIA
118
Steward Partners Investment Advisory
New York
$85.4K 1,350
HWM
119
HighMark Wealth Management
Minnesota
$82.1K 1,297
CCA
120
Column Capital Advisors
Indiana
$80K 1,264
IGWM
121
ICA Group Wealth Management
Colorado
$74.9K 1,184
PB
122
Pinnacle Bancorp
Nebraska
$69.7K 1,102
S
123
SignatureFD
Georgia
$68K 1,075 +3 +0.3%
FFA
124
Farther Finance Advisors
California
$63K 996 +332 +50%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$62.3K 984 +984 New