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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 %
CCA
101
Clearwater Capital Advisors
Illinois
$245K
RSWM
102
Robertson Stephens Wealth Management
California
$239K
BFG
103
Bouchey Financial Group
New York
$226K
WWM
104
Western Wealth Management
Colorado
$222K +$222K +3,300 New
PAG
105
Private Advisor Group
New Jersey
$220K +$220K +3,276 New
TC
106
TownSquare Capital
Utah
$219K -$80.8K -1,204 -27%
BC
107
Barrett & Company
Rhode Island
$211K +$2.01K +30 +1%
FCA
108
FinTrust Capital Advisors
South Carolina
$208K
SAM
109
Silvercrest Asset Management
New York
$207K +$207K +3,089 New
RA
110
RFG Advisory
Alabama
$204K +$204K +3,042 New
FMII
111
Farmers & Merchants Investments Inc
Nebraska
$202K
Franklin Resources
112
Franklin Resources
California
$201K
CTB
113
Country Trust Bank
Illinois
$201K -$8.39K -125 -4%
PMFA
114
Plante Moran Financial Advisors
Michigan
$193K +$805 +12 +0.4%
LWCFA
115
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$170K
CIA
116
Cape Investment Advisory
Georgia
$163K -$59.1K -880 -27%
HI
117
Harbour Investments
Wisconsin
$160K +$112K +1,663 +230%
MPCG
118
Matrix Private Capital Group
New York
$160K +$201 +3 +0.1%
TSWM
119
Tyler-Stone Wealth Management
Ohio
$152K -$11.3K -169 -7%
GWM
120
Geneos Wealth Management
Colorado
$150K -$22.6K -336 -13%
CPA
121
Clear Point Advisors
New York
$134K +$134K +2,001 New
EWM
122
EPG Wealth Management
Georgia
$92.7K +$2.08K +31 +2%
SPIA
123
Steward Partners Investment Advisory
New York
$90.6K
HWM
124
HighMark Wealth Management
Minnesota
$87.1K
IGWM
125
ICA Group Wealth Management
Colorado
$80.2K +$80.2K +1,194 New