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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 %
HNB
151
Huntington National Bank
Ohio
$76K -$70.1K
AF
152
Advisornet Financial
Minnesota
$73.7K +$228 +3 +0.3%
FFL
153
Financial Freedom LLC
Ohio
$71.2K
FFA
154
Farther Finance Advisors
California
$65.3K -$6.15K -81 -9%
GJIA
155
Glass Jacobson Investment Advisors
Maryland
$62.4K +$52.1K +686 +508%
AFS
156
Annapolis Financial Services
Maryland
$53.2K
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$52.3K -$9.34K -123 -15%
AW
158
Avion Wealth
Texas
$48K
AssetMark Inc
159
AssetMark Inc
California
$47.1K -$33.1K -436 -41%
MBFW
160
Morton Brown Family Wealth
Pennsylvania
$36.3K +$152 +2 +0.4%
AF
161
Allworth Financial
California
$33.4K
TFGT
162
TS Financial Group (TSFG)
Illinois
$32K
WT
163
Washington Trust
Rhode Island
$31.9K
Russell Investments Group
164
Russell Investments Group
United Kingdom
$29K -$11.6K -153 -29%
FGC
165
Financial Gravity Companies
Texas
$24.9K +$24.9K +328 New
AIC
166
Archer Investment Corporation
Indiana
$24.4K
OW
167
Olistico Wealth
Oklahoma
$22.8K
SIS
168
Sound Income Strategies
Florida
$21.3K
PS
169
Principal Securities
Iowa
$20.4K +$7.6K +100 +60%
SL
170
Salomon & Ludwin
Virginia
$19.2K
NIC
171
Northwest Investment Counselors
Oregon
$17.2K +$17.2K +227 New
CAL
172
Capital Analysts LLC
Pennsylvania
$16K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$15.6K
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$15.2K
GEA
175
Glen Eagle Advisors
New Jersey
$14K