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iShares Morningstar Mid-Cap ETF
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Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.8M
2
SWP
Stratos Wealth Partners
Ohio
+$4.49M
3
EE
EWG Elevate
California
+$3.23M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.83M
5
LPL Financial
LPL Financial
California
+$1.44M

Top Sellers

1
TC
TownSquare Capital
Utah
-$42.7M
2
PWG
Portside Wealth Group
Utah
-$1.92M
3
Ameriprise
Ameriprise
Minnesota
-$1.09M
4
NL
NWAM LLC
Washington
-$939K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$897K
Name Holding Trade Value Shares
Change 		Shares
Change %
SNB
176
Security National Bank
Nebraska
$7.62K – – –
WTC
177
WhitTier Trust Company
Nevada
$5.18K – – –
BFP
178
Briaud Financial Planning
Texas
$4K +$4K +60 New
ADL
179
Asset Dedication LLC
California
$3.16K – – –
William Blair & Company
180
William Blair & Company
Illinois
$1.45K – – –
DRP
181
Decker Retirement Planning
Utah
$1.3K +$1.3K +17 New
GTAM
182
Global Trust Asset Management
Florida
$914 – – –
GWSG
183
GPS Wealth Strategies Group
Colorado
$462 – – –
LOIP
184
Live Oak Investment Partners
Texas
$305 -$304 – –
TC
185
TownSquare Capital
Utah
– -$42.7M -561,771 Closed
PWG
186
Portside Wealth Group
Utah
– -$1.92M -25,195 Closed
NL
187
NWAM LLC
Washington
– -$939K -12,353 Closed
OMC
188
Old Mission Capital
Illinois
– -$711K -9,357 Closed
FNWA
189
Financial Network Wealth Advisors
Utah
– -$587K -7,717 Closed
AWAU
190
Alliance Wealth Advisors (Utah)
Utah
– -$375K -4,935 Closed
DWM
191
Diversify Wealth Management
Utah
– -$311K -4,073 Closed
ATS
192
Ashton Thomas Securities
New York
– -$275K -3,620 Closed
BRWA
193
B. Riley Wealth Advisors
Florida
– -$261K -3,441 Closed
NG
194
Norden Group
Utah
– -$253K -3,329 Closed
CPA
195
Clear Point Advisors
New York
– -$137K -1,804 Closed
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
– -$15.6K -205 Closed
JIP
197
Jaffetilchin Investment Partners
Florida
– -$7.76K -102 Closed
HGERS
198
Householder Group Estate & Retirement Specialist
Arizona
– -$1K -18 Closed
4 5 6 7
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