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iShares Morningstar Mid-Cap ETF

179 hedge funds and large institutions have $488M invested in iShares Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
49
Reduced
59
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTB
126
Country Trust Bank
Illinois
$209K
OIA
127
OneDigital Investment Advisors
Kansas
$206K +$4.91K +70 +2%
PMFA
128
Plante Moran Financial Advisors
Michigan
$202K +$210 +3 +0.1%
LWCFA
129
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$188K
MPCG
130
Matrix Private Capital Group
New York
$187K +$20K +285 +12%
Franklin Resources
131
Franklin Resources
California
$175K
CIA
132
Cape Investment Advisory
Georgia
$170K
HI
133
Harbour Investments
Wisconsin
$158K -$4.49K -64 -3%
GWM
134
Geneos Wealth Management
Colorado
$157K
TSWM
135
Tyler-Stone Wealth Management
Ohio
$147K -$11.9K -170 -8%
TRCT
136
Tower Research Capital (TRC)
New York
$146K +$146K +2,085 New
CPA
137
Clear Point Advisors
New York
$126K +$70 +1 +0.1%
SPIA
138
Steward Partners Investment Advisory
New York
$114K +$18.5K +264 +19%
EWM
139
EPG Wealth Management
Georgia
$99.7K -$104K -1,423 Closed
HWM
140
HighMark Wealth Management
Minnesota
$90.9K
S
141
SignatureFD
Georgia
$90.9K +$5.19K +74 +6%
AssetMark Inc
142
AssetMark Inc
California
$74K +$72.5K +1,035 +4,929%
HNB
143
Huntington National Bank
Ohio
$70.1K -$72.8K
AF
144
Advisornet Financial
Minnesota
$67.7K +$1.26K +18 +2%
FFL
145
Financial Freedom LLC
Ohio
$65.6K
FFA
146
Farther Finance Advisors
California
$65.5K +$627 +9 +1%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$56.9K
AFS
148
Annapolis Financial Services
Maryland
$49.1K
AW
149
Avion Wealth
Texas
$45K +$45K +643 New
Russell Investments Group
150
Russell Investments Group
United Kingdom
$37.4K -$9.32K -133 -20%