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iShares Morningstar Mid-Cap ETF

154 hedge funds and large institutions have $365M invested in iShares Morningstar Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
154
Holders Change
Holders Change %
0%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
39
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$69.6M 1,165,702 +287 +0%
Morgan Stanley
2
Morgan Stanley
New York
$53.8M 900,006 -192 -0%
LPL Financial
3
LPL Financial
California
$26M 434,736 +54,629 +14%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18.9M 316,048 +5,613 +2%
RJA
5
Raymond James & Associates
Florida
$14.3M 239,466 -20,868 -8%
Ameriprise
6
Ameriprise
Minnesota
$10.3M 172,886 +11,908 +7%
Wells Fargo
7
Wells Fargo
California
$10.3M 171,716 -75,194 -30%
MTC
8
Matrix Trust Company
Colorado
$9.44M 157,955 +4,801 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.55M 126,397 -78,788 -38%
CAN
10
Cetera Advisor Networks
California
$7.21M 120,735 -893 -0.7%
Bank of America
11
Bank of America
North Carolina
$7.14M 119,588 +3,576 +3%
WCAMG
12
Woodard & Company Asset Management Group
North Carolina
$6.61M 110,669 +17,248 +18%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.9M 98,825 +14,264 +17%
AAS
14
Avantax Advisory Services
Texas
$5.43M 90,974 -565 -0.6%
PFG
15
Pacific Financial Group
Washington
$5.42M 90,740 -1,765 -2%
MIC
16
Means Investment Company
Maine
$5.18M 86,744 +24,545 +39%
GIA
17
Gladstone Institutional Advisory
Florida
$4.7M 78,628 -7,980 -9%
Stifel Financial
18
Stifel Financial
Missouri
$4.64M 77,639 -149 -0.2%
SFG
19
Sunburst Financial Group
Alabama
$4.18M 69,940 +3,089 +5%
YWS
20
Yarger Wealth Strategies
Ohio
$4.09M 68,405 -420 -0.6%
BWM
21
Benchmark Wealth Management
Connecticut
$3.91M 65,494 -10,420 -14%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.44M 57,598 +7,379 +15%
AWS
23
Atria Wealth Solutions
New York
$3.43M 57,392 +980 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.18M 53,261 +510 +1%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.82M 47,125 +5,370 +13%