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 %
BL
126
Balentine LLC
Georgia
$28.5K +$28.5K +470 New
MBFW
127
Morton Brown Family Wealth
Pennsylvania
$28.3K +$121 +2 +0.4%
AF
128
Allworth Financial
California
$27.6K +$121 +2 +0.4%
WT
129
Washington Trust
Rhode Island
$25.5K
TFGT
130
TS Financial Group (TSFG)
Illinois
$25K
AAS
131
Ameritas Advisory Services
Nebraska
$24.9K +$24.9K +412 New
MFT
132
Moisand Fitzgerald Tamayo
Florida
$24.3K +$24.3K +400 New
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$18.8K +$399 +6,579 +2%
SIS
134
Sound Income Strategies
Florida
$17K
IF
135
Integrity Financial
Wyoming
$15.8K
AIC
136
Archer Investment Corporation
Indiana
$14.8K
CAL
137
Capital Analysts LLC
Pennsylvania
$13K
TFP
138
Tilia Fiduciary Partners
North Carolina
$12.7K +$61 +1 +0.5%
GEA
139
Glen Eagle Advisors
New Jersey
$11.2K
BWAM
140
Boyd Watterson Asset Management
Ohio
$11.2K
WIM
141
Westside Investment Management
California
$10.4K +$10.4K +172 New
CSPIA
142
Cary Street Partners Investment Advisory
Virginia
$8.49K
NC
143
NewSquare Capital
Pennsylvania
$7.03K +$7.03K +116 New
WTC
144
WhitTier Trust Company
Nevada
$4.12K
RA
145
Rise Advisors
New York
$3.96K
HNB
146
Huntington National Bank
Ohio
$3.64K -$3.52K
IFAM
147
Institutional & Family Asset Management
Colorado
$3.4K
ADL
148
Asset Dedication LLC
California
$3K
LOIP
149
Live Oak Investment Partners
Texas
$1.27K -$586
HGERS
150
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +18 New