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iShares Morningstar Mid-Cap ETF
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Overview Fund Activity

141 hedge funds and large institutions have $340M invested in iShares Morningstar Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.44%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
15
Increased
47
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.37M
2
FTUS
Flow Traders U.S.
New York
$1.31M
3
MFG
Merit Financial Group
Georgia
$1.19M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$16.8M
5
Wells Fargo
Wells Fargo
California
$13.1M

Top Sellers

1
W
Wealthquest
Ohio
$0
2
Morgan Stanley
Morgan Stanley
New York
$48M
3
OFG
OmniStar Financial Group
North Carolina
$1.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.08M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
126
TS Financial Group (TSFG)
Illinois
$23K – – –
OPW
127
Oxler Private Wealth
New York
$21.2K – – –
SIS
128
Sound Income Strategies
Florida
$15K – – –
IF
129
Integrity Financial
Wyoming
$14K – – –
AIC
130
Archer Investment Corporation
Indiana
$13.1K – – –
TFP
131
Tilia Fiduciary Partners
North Carolina
$11K +$53 +1 +0.5%
CAL
132
Capital Analysts LLC
Pennsylvania
$11K +$11K +208 New
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$11K +$11K +212 New
RIA
134
Realta Investment Advisors
Delaware
$10K +$10K +192 New
GEA
135
Glen Eagle Advisors
New Jersey
$9.91K – – –
WTC
136
WhitTier Trust Company
Nevada
$4K – – –
SL
137
Savior LLC
Massachusetts
$3K -$3.2K -63 -52%
HNB
138
Huntington National Bank
Ohio
$3K -$33K – –
IFAM
139
Institutional & Family Asset Management
Colorado
$3K – – –
RA
140
Rise Advisors
New York
$3K +$46 +1 +2%
ADL
141
Asset Dedication LLC
California
$2K +$2K +41 New
MFC
142
Morris Financial Concepts
South Carolina
$1K – – –
W
143
Wealthquest
Ohio
– -$2.26M -40,019 Closed
SWM
144
SeaCrest Wealth Management
New York
– -$417K -7,401 Closed
FWM
145
Fingerlakes Wealth Management
New York
– -$201K -3,567 Closed
RSWM
146
Robertson Stephens Wealth Management
California
– -$200K -3,560 Closed
CA
147
CoreCap Advisors
Michigan
– -$77K -1,360 Closed
GI
148
Gradient Investments
Minnesota
– -$17K -308 Closed
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
– -$10K -184 Closed
FCAS
150
First Command Advisory Services
Texas
– -$1K -12 Closed
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