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iShares Morningstar Mid-Cap Value ETF

103 hedge funds and large institutions have $231M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
35
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$396K -$2.91K -49 -0.7%
NL
52
NWAM LLC
Washington
$387K +$68.9K +1,157 +22%
SFG
53
Sage Financial Group
Pennsylvania
$383K +$383K +6,459 New
PPWM
54
Paragon Private Wealth Management
Kentucky
$380K
OWM
55
Orgel Wealth Management
Wisconsin
$338K +$338K +5,697 New
FHA
56
Flagship Harbor Advisors
Massachusetts
$329K +$120K +2,018 +57%
MRCM
57
M&R Capital Management
New Jersey
$323K
PCIA
58
Prime Capital Investment Advisors
Kansas
$315K -$356 -6 -0.1%
Creative Planning
59
Creative Planning
Kansas
$292K -$21.2K -357 -7%
KAS
60
Kestra Advisory Services
Texas
$274K +$90.1K +1,515 +49%
SAM
61
Summit Asset Management
Tennessee
$266K
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$261K -$556K -9,358 -68%
HighTower Advisors
63
HighTower Advisors
Illinois
$249K +$9.69K +164 +4%
PMFA
64
Plante Moran Financial Advisors
Michigan
$196K
JPLA
65
Joseph P. Lucia & Associates
New York
$151K
SCA
66
Stonebridge Capital Advisors
Minnesota
$128K
APA
67
American Portfolios Advisors
New York
$103K +$12.5K +210 +14%
PTC
68
Private Trust Company
Ohio
$98K +$98K +1,653 New
BlackRock
69
BlackRock
New York
$89K
US Bancorp
70
US Bancorp
Minnesota
$89K
PFS
71
Prospera Financial Services
Texas
$87K +$37.9K +638 +77%
TAIM
72
TD Ameritrade Investment Management
Nebraska
$85K -$24.4K -415 -22%
CFGS
73
Concourse Financial Group Securities
Alabama
$85K +$66.7K +1,129 +364%
SWM
74
SeaCrest Wealth Management
New York
$85K +$85K +1,438 New
HNB
75
Huntington National Bank
Ohio
$76K -$88K