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iShares Morningstar Mid-Cap ETF

162 hedge funds and large institutions have $485M invested in iShares Morningstar Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
20
Increased
49
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$122M +$61.6M +918,142 +102%
UBS Group
2
UBS Group
Switzerland
$74.9M -$3.34M -49,807 -4%
LPL Financial
3
LPL Financial
California
$31M +$1.82M +27,180 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$25.3M +$4.11M +61,210 +19%
RJA
5
Raymond James & Associates
Florida
$17.6M +$1.52M +22,653 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$11.7M +$3.17M +47,245 +37%
Ameriprise
7
Ameriprise
Minnesota
$11.2M -$441K -6,565 -4%
SCM
8
Steele Capital Management
Iowa
$10.7M +$10.7M +158,775 New
MTC
9
Matrix Trust Company
Colorado
$10.6M +$4.77K +71 +0%
Bank of America
10
Bank of America
North Carolina
$7.96M -$72.6K -1,082 -0.9%
WCAMG
11
Woodard & Company Asset Management Group
North Carolina
$7.29M -$141K -2,101 -2%
CAN
12
Cetera Advisor Networks
California
$6.88M -$1.23M -18,316 -15%
MIC
13
Means Investment Company
Maine
$6.84M +$1.02M +15,179 +17%
Wells Fargo
14
Wells Fargo
California
$6.39M -$5.14M -76,521 -45%
PFG
15
Pacific Financial Group
Washington
$6.01M -$82K -1,222 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.94M -$693K -10,312 -10%
AAS
17
Avantax Advisory Services
Texas
$5.9M -$207K -3,080 -3%
SFG
18
Sunburst Financial Group
Alabama
$5.51M +$811K +12,086 +17%
GIA
19
Gladstone Institutional Advisory
Florida
$5.29M +$9.67K +144 +0.2%
Stifel Financial
20
Stifel Financial
Missouri
$5.07M -$142K -2,122 -3%
YWS
21
Yarger Wealth Strategies
Ohio
$4.64M +$43.6K +650 +1%
BWM
22
Benchmark Wealth Management
Connecticut
$4.33M -$69.3K -1,033 -2%
MML Investors Services
23
MML Investors Services
Massachusetts
$4.12M +$960K +14,306 +30%
AWS
24
Atria Wealth Solutions
New York
$3.78M -$72.2K -1,076 -2%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.73M +$1.14M +16,999 +44%