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iShares Morningstar Mid-Cap ETF

148 hedge funds and large institutions have $355M invested in iShares Morningstar Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-3
Holders Change %
-1.99%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
14
Increased
40
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$70.8M +$112K +1,855 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$57.7M +$338K +5,566 +0.6%
LPL Financial
3
LPL Financial
California
$22.8M -$1.01M -16,632 -4%
RJA
4
Raymond James & Associates
Florida
$17.8M -$2.6M -42,919 -13%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15.6M +$5.43M +89,573 +53%
Wells Fargo
6
Wells Fargo
California
$15.2M +$29.7K +490 +0.2%
Ameriprise
7
Ameriprise
Minnesota
$9.86M -$48.5K -800 -0.5%
MTC
8
Matrix Trust Company
Colorado
$9.18M +$153K +2,525 +2%
Bank of America
9
Bank of America
North Carolina
$7.31M -$3.7M -61,006 -34%
PFG
10
Pacific Financial Group
Washington
$5.79M -$31.6K -521 -0.5%
AAS
11
Avantax Advisory Services
Texas
$5.75M -$7.18M -118,323 -56%
WCAMG
12
Woodard & Company Asset Management Group
North Carolina
$5.66M -$114K -1,886 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.91M -$543K -8,960 -10%
GIA
14
Gladstone Institutional Advisory
Florida
$4.82M -$341K -5,621 -7%
BWM
15
Benchmark Wealth Management
Connecticut
$4.6M -$484K -8,047 -10%
CAN
16
Cetera Advisor Networks
California
$4.54M -$58.3K -961 -1%
YWS
17
Yarger Wealth Strategies
Ohio
$4.23M -$155K -2,554 -4%
SFG
18
Sunburst Financial Group
Alabama
$3.98M +$205K +3,373 +5%
AWS
19
Atria Wealth Solutions
New York
$3.35M +$92.7K +1,529 +3%
MIC
20
Means Investment Company
Maine
$3.02M +$757K +12,479 +33%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3M +$146K +2,415 +5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.8M +$400K +6,589 +17%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.68M -$571K -9,417 -18%
Goldman Sachs
24
Goldman Sachs
New York
$2.63M
KAS
25
Kestra Advisory Services
Texas
$2.46M -$324K -5,341 -12%