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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$48.5K
HI
127
Harbour Investments
Wisconsin
$43.2K
AFS
128
Annapolis Financial Services
Maryland
$41.8K
AssetMark Inc
129
AssetMark Inc
California
$36K -$1.38M -23,152 -97%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$32K
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$29.9K -$28.9K -483 -49%
TFGT
132
TS Financial Group (TSFG)
Illinois
$29K
HL
133
HeadInvest LLC
Maine
$28.6K +$28.6K +485 New
MBFW
134
Morton Brown Family Wealth
Pennsylvania
$27.9K
AF
135
Allworth Financial
California
$27.3K
WT
136
Washington Trust
Rhode Island
$25.1K
SIS
137
Sound Income Strategies
Florida
$16.7K
SL
138
Salomon & Ludwin
Virginia
$16K +$16K +268 New
IF
139
Integrity Financial
Wyoming
$15.5K
AIC
140
Archer Investment Corporation
Indiana
$14.6K
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$13.5K +$13.5K +210 New
IA
142
IFP Advisors
Florida
$12.9K
RIA
143
Realta Investment Advisors
Delaware
$12.2K
CAL
144
Capital Analysts LLC
Pennsylvania
$12K
BWAM
145
Boyd Watterson Asset Management
Ohio
$11K
GEA
146
Glen Eagle Advisors
New Jersey
$11K
WIM
147
Westside Investment Management
California
$10.3K
GJIA
148
Glass Jacobson Investment Advisors
Maryland
$8.08K
FIA
149
FNY Investment Advisers
New York
$5K +$5K +100 New
CSPIA
150
Cary Street Partners Investment Advisory
Virginia
$4.18K -$4.18K -70 -50%