IMCB icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
AF
126
Advisornet Financial
Minnesota
$59.4K +$127 +2 +0.2%
FFL
127
Financial Freedom LLC
Ohio
$59.2K
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$51.4K -$59.1K -934 -53%
HI
129
Harbour Investments
Wisconsin
$45.7K -$12.7K -200 -22%
AFS
130
Annapolis Financial Services
Maryland
$44.3K
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$33.9K
TFGT
132
TS Financial Group (TSFG)
Illinois
$31K +$4.21K +66 +16%
MBFW
133
Morton Brown Family Wealth
Pennsylvania
$29.6K +$63 +1 +0.2%
AF
134
Allworth Financial
California
$28.9K +$63 +1 +0.2%
WT
135
Washington Trust
Rhode Island
$26.6K
FA
136
Fiduciary Alliance
South Carolina
$20.6K +$20.6K +325 New
SIS
137
Sound Income Strategies
Florida
$17.7K
IF
138
Integrity Financial
Wyoming
$16.5K
AIC
139
Archer Investment Corporation
Indiana
$15.4K
IA
140
IFP Advisors
Florida
$13.7K +$13.7K +216 New
TFP
141
Tilia Fiduciary Partners
North Carolina
$13.3K +$63 +1 +0.5%
CAL
142
Capital Analysts LLC
Pennsylvania
$13K
RIA
143
Realta Investment Advisors
Delaware
$12.2K +$12.2K +192 New
GEA
144
Glen Eagle Advisors
New Jersey
$11.6K
BWAM
145
Boyd Watterson Asset Management
Ohio
$11.6K
WIM
146
Westside Investment Management
California
$10.9K
Russell Investments Group
147
Russell Investments Group
United Kingdom
$8.89K +$8.89K +140 New
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$8.86K
GJIA
149
Glass Jacobson Investment Advisors
Maryland
$8.57K +$8.57K +135 New
CTWM
150
Cherry Tree Wealth Management
Minnesota
$7.41K +$7.41K +117 New