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iShares Morningstar Mid-Cap ETF

182 hedge funds and large institutions have $568M invested in iShares Morningstar Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
19
Increased
56
Reduced
55
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
126
Arete Wealth Advisors
Illinois
$206K -$3.97K -52 -2%
MPCG
127
Matrix Private Capital Group
New York
$206K +$152 +2 +0.1%
MWM
128
Mosley Wealth Management
California
$205K -$4.67K -59 -2%
LWCFA
129
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$201K +$201K +2,644 New
PAG
131
Private Advisor Group
New Jersey
$200K -$335K -4,393 -63%
Franklin Resources
132
Franklin Resources
California
$190K
SIM
133
Synergy Investment Management
Florida
$178K +$178K +2,340 New
GWM
134
Geneos Wealth Management
Colorado
$171K
NA
135
NewEdge Advisors
Louisiana
$152K +$457 +6 +0.3%
HI
136
Harbour Investments
Wisconsin
$150K -$13.9K -182 -8%
EWM
137
EPG Wealth Management
Georgia
$137K +$28.4K +373 +26%
CIA
138
Cape Investment Advisory
Georgia
$136K -$48.7K -640 -26%
PMFA
139
Plante Moran Financial Advisors
Michigan
$128K -$126K -1,658 -50%
SPIA
140
Steward Partners Investment Advisory
New York
$126K
S
141
SignatureFD
Georgia
$112K +$1.22K +16 +1%
RIL
142
Rothschild Investment LLC
Illinois
$110K
CA
143
CoreCap Advisors
Michigan
$104K
HWM
144
HighMark Wealth Management
Minnesota
$98.8K
HNB
145
Huntington National Bank
Ohio
$76.2K -$76K
GJIA
146
Glass Jacobson Investment Advisors
Maryland
$74.5K +$12K +157 +19%
AF
147
Advisornet Financial
Minnesota
$74K +$228 +3 +0.3%
FFL
148
Financial Freedom LLC
Ohio
$71.3K
FFA
149
Farther Finance Advisors
California
$58.8K -$6.7K -88 -10%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$52.5K