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iShares Morningstar Mid-Cap ETF

179 hedge funds and large institutions have $488M invested in iShares Morningstar Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+11
Holders Change %
+6.55%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
49
Reduced
59
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$81.7M +$657K +9,380 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$64M -$394K -5,624 -0.6%
TC
3
TownSquare Capital
Utah
$36.7M +$36.7M +523,208 New
LPL Financial
4
LPL Financial
California
$29.9M -$1.85M -26,325 -6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$27.2M +$275K +3,930 +1%
RJA
6
Raymond James & Associates
Florida
$14.4M -$527K -7,518 -4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$11.6M -$66.4K -947 -0.6%
SCM
8
Steele Capital Management
Iowa
$10.9M -$60.6K -865 -0.6%
MTC
9
Matrix Trust Company
Colorado
$10.9M -$25.1K -358 -0.2%
Ameriprise
10
Ameriprise
Minnesota
$10.6M -$307K -4,380 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.5M -$3.99M -56,854 -28%
MIC
12
Means Investment Company
Maine
$9.14M +$819K +11,691 +10%
Bank of America
13
Bank of America
North Carolina
$8.37M -$189K -2,694 -2%
WCAMG
14
Woodard & Company Asset Management Group
North Carolina
$7.66M +$114K +1,627 +2%
Wells Fargo
15
Wells Fargo
California
$7.01M +$69.6K +993 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.88M -$253K -3,611 -4%
SFG
17
Sunburst Financial Group
Alabama
$6.51M +$433K +6,181 +7%
MML Investors Services
18
MML Investors Services
Massachusetts
$6.18M +$1.06M +15,104 +21%
AAS
19
Avantax Advisory Services
Texas
$5.91M +$198K +2,823 +3%
PFG
20
Pacific Financial Group
Washington
$5.7M -$405K -5,781 -7%
GIA
21
Gladstone Institutional Advisory
Florida
$5.26M -$92.6K -1,321 -2%
Stifel Financial
22
Stifel Financial
Missouri
$5.18M -$89.2K -1,273 -2%
YWS
23
Yarger Wealth Strategies
Ohio
$4.81M -$50.9K -726 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.45M +$733K +10,464 +20%
Goldman Sachs
25
Goldman Sachs
New York
$4.44M +$1.39M +19,897 +46%