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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 %
CIA
101
Cape Investment Advisory
Georgia
$197K 3,306 -212 -6%
Citigroup
102
Citigroup
New York
$190K 3,188 -142 -4%
BC
103
Barrett & Company
Rhode Island
$186K 3,117
CTB
104
Country Trust Bank
Illinois
$186K 3,112
FCA
105
FinTrust Capital Advisors
South Carolina
$185K 3,104
FMII
106
Farmers & Merchants Investments Inc
Nebraska
$180K 3,012
Franklin Resources
107
Franklin Resources
California
$179K 3,000
Fidelity Investments
108
Fidelity Investments
Massachusetts
$176K 2,950 -246 -8%
PMFA
109
Plante Moran Financial Advisors
Michigan
$171K 2,869
GWM
110
Geneos Wealth Management
Colorado
$154K 2,576
LWCFA
111
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$149K 2,556
TSWM
112
Tyler-Stone Wealth Management
Ohio
$145K 2,432 -15 -0.6%
MPCG
113
Matrix Private Capital Group
New York
$143K 2,376 -57 -2%
HNB
114
Huntington National Bank
Ohio
AA
115
Addison Advisors
Vermont
$83.6K 1,400 -455 -25%
EWM
116
EPG Wealth Management
Georgia
$80.8K 1,352
SPIA
117
Steward Partners Investment Advisory
New York
$80.6K 1,350
HWM
118
HighMark Wealth Management
Minnesota
$77.5K 1,297
CCA
119
Column Capital Advisors
Indiana
$75.5K 1,264
Russell Investments Group
120
Russell Investments Group
United Kingdom
$67.9K 1,137 +997 +712%
PB
121
Pinnacle Bancorp
Nebraska
$65.8K 1,102
S
122
SignatureFD
Georgia
$64.2K 1,075
FFA
123
Farther Finance Advisors
California
$58.3K 976 -20 -2%
AF
124
Advisornet Financial
Minnesota
$56.1K 939
FFL
125
Financial Freedom LLC
Ohio
$55.9K 936