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iShares Morningstar Mid-Cap ETF

185 hedge funds and large institutions have $540M invested in iShares Morningstar Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+6
Holders Change %
+3.35%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
58
Reduced
56
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
126
FinTrust Capital Advisors
South Carolina
$236K
SAM
127
Silvercrest Asset Management
New York
$235K
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$229K
WWM
129
Western Wealth Management
Colorado
$224K -$19K -250 -8%
EWM
130
Empirical Wealth Management
Washington
$221K +$221K +2,912 New
OIA
131
OneDigital Investment Advisors
Kansas
$214K -$10.3K -136 -5%
AWA
132
Arete Wealth Advisors
Illinois
$208K +$208K +2,752 New
RA
133
RFG Advisory
Alabama
$208K -$24.9K -327 -11%
MPCG
134
Matrix Private Capital Group
New York
$205K +$2.81K +37 +1%
MWM
135
Mosley Wealth Management
California
$204K +$204K +2,647 New
LWCFA
136
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$196K
Franklin Resources
137
Franklin Resources
California
$193K
CIA
138
Cape Investment Advisory
Georgia
$184K
GWM
139
Geneos Wealth Management
Colorado
$170K
HI
140
Harbour Investments
Wisconsin
$163K -$8.29K -109 -5%
NA
141
NewEdge Advisors
Louisiana
$151K +$111K +1,465 +282%
TRCT
142
Tower Research Capital (TRC)
New York
$146K -$12.2K -161 -8%
CPA
143
Clear Point Advisors
New York
$137K +$76 +1 +0.1%
Jones Financial Companies
144
Jones Financial Companies
Missouri
$126K +$111K +1,462 +738%
SPIA
145
Steward Partners Investment Advisory
New York
$126K +$2.36K +31 +2%
S
146
SignatureFD
Georgia
$110K +$11.9K +157 +12%
RIL
147
Rothschild Investment LLC
Illinois
$110K +$110K +1,451 New
EWM
148
EPG Wealth Management
Georgia
$108K +$108K +1,423 New
CA
149
CoreCap Advisors
Michigan
$104K +$104K +1,371 New
HWM
150
HighMark Wealth Management
Minnesota
$98.6K