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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 %
DWMG
51
DB Wealth Management Group
California
$273K +$31.6K +500 +13%
HighTower Advisors
52
HighTower Advisors
Illinois
$246K
KAS
53
Kestra Advisory Services
Texas
$226K +$822 +13 +0.4%
PMFA
54
Plante Moran Financial Advisors
Michigan
$220K +$11.3K +178 +5%
PD
55
Planning Directions
Pennsylvania
$217K -$9.88K -156 -4%
WWM
56
Windsor Wealth Management
Indiana
$208K
JPLA
57
Joseph P. Lucia & Associates
New York
$161K
SCA
58
Stonebridge Capital Advisors
Minnesota
$136K -$45.3K -718 -25%
TAIM
59
TD Ameritrade Investment Management
Nebraska
$128K -$11.2K -85 -8%
PCG
60
Private Capital Group
Connecticut
$102K
US Bancorp
61
US Bancorp
Minnesota
$95K
BlackRock
62
BlackRock
New York
$95K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$53K +$64 +1 +0.1%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$53K +$45.4K +714 +595%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$52K -$2.68K -42 -5%
ME
66
McIlrath & Eck
Washington
$34K
AF
67
Advisornet Financial
Minnesota
$34K +$28.9K +450 +563%
PFBT
68
Parkside Financial Bank & Trust
Missouri
$32K
CWA
69
Carolina Wealth Advisors
South Carolina
$32K
APA
70
American Portfolios Advisors
New York
$31.6K -$6.32K -100 -17%
APWA
71
Atlas Private Wealth Advisors
New Jersey
$27K -$33.8K -525 -56%
HI
72
Harbour Investments
Wisconsin
$23K
CFGS
73
Concourse Financial Group Securities
Alabama
$20K
AIP
74
Ameritas Investment Partners
Nebraska
$20K
CWA
75
Clearview Wealth Advisors
Oregon
$20K