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iShares Morningstar Mid-Cap Value ETF

88 hedge funds and large institutions have $230M invested in iShares Morningstar Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
27
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$1.19M +$3.29K +52 +0.3%
FTUS
27
Flow Traders U.S.
New York
$1.18M +$6.32K +100 +0.5%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.15M -$81.6K -1,288 -7%
Ameriprise
29
Ameriprise
Minnesota
$1.01M -$128K -2,027 -11%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$948K -$8.85K -140 -0.9%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$880K +$410K +6,481 +87%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$863K +$13.5K +214 +2%
FHA
33
Flagship Harbor Advisors
Massachusetts
$817K
TC
34
TAP Consulting
Missouri
$789K -$167K -2,650 -18%
LFAS
35
Level Four Advisory Services
Texas
$775K
TRCT
36
Tower Research Capital (TRC)
New York
$730K +$41.6K +658 +6%
PK
37
Pflug Koory
Nebraska
$663K
BWA
38
Burt Wealth Advisors
Maryland
$590K
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$562K +$63 +1 +0%
Citigroup
40
Citigroup
New York
$531K -$21.7K -343 -4%
PSF
41
Pacific Sun Financial
California
$502K +$502K +7,935 New
NL
42
NWAM LLC
Washington
$420K +$9.05K +143 +2%
NFG
43
Next Financial Group
Texas
$418K -$7.08K -112 -2%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$386K +$386K +6,113 New
MRCM
45
M&R Capital Management
New Jersey
$359K -$24.6K -390 -6%
PCIA
46
Prime Capital Investment Advisors
Kansas
$335K
Creative Planning
47
Creative Planning
Kansas
$333K -$275K -4,362 -45%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$331K -$502K -7,938 -60%
DC
49
Davenport & Co
Virginia
$308K +$21.2K +335 +7%
SAM
50
Summit Asset Management
Tennessee
$283K