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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 %
S
126
SignatureFD
Georgia
$74.9K +$2.69K +40 +4%
HNB
127
Huntington National Bank
Ohio
$67.1K -$100K
AF
128
Advisornet Financial
Minnesota
$63.5K +$470 +7 +0.7%
FFL
129
Financial Freedom LLC
Ohio
$62.8K
FFA
130
Farther Finance Advisors
California
$62.6K -$2.95K -44 -5%
FGAM
131
Financial Gravity Asset Management
Texas
$59.1K +$59.1K +880 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$54.5K
Russell Investments Group
133
Russell Investments Group
United Kingdom
$47.2K -$29.2K -434 -38%
AFS
134
Annapolis Financial Services
Maryland
$47K
RIM
135
Rockbridge Investment Management
New York
$41K +$41K +611 New
PA
136
Parallel Advisors
California
$38.9K +$38.9K +580 New
NA
137
NewEdge Advisors
Louisiana
$38.9K -$910K -13,559 -96%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$36K
JPMorgan Chase & Co
139
JPMorgan Chase & Co
New York
$33.6K
TFGT
140
TS Financial Group (TSFG)
Illinois
$33K +$68 +1 +0.2%
MBFW
141
Morton Brown Family Wealth
Pennsylvania
$31.7K +$336 +5 +1%
AF
142
Allworth Financial
California
$30.7K
WT
143
Washington Trust
Rhode Island
$28.2K
SIS
144
Sound Income Strategies
Florida
$18.8K
AIC
145
Archer Investment Corporation
Indiana
$16.4K
SL
146
Salomon & Ludwin
Virginia
$16K
CFD
147
Creative Financial Designs
Indiana
$15.8K +$15.8K +236 New
CAL
148
Capital Analysts LLC
Pennsylvania
$14K
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$13.5K -$675 -10 -5%
GEA
150
Glen Eagle Advisors
New Jersey
$12.4K