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iShares Morningstar Mid-Cap Value ETF

100 hedge funds and large institutions have $215M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
37
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PSF
51
Pacific Sun Financial
California
$475K -$46.4K -830 -9%
Citigroup
52
Citigroup
New York
$428K -$16.3K -291 -4%
JCIA
53
Jackson Creek Investment Advisors
Colorado
$415K +$8.84K +158 +2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$394K -$483K -8,636 -55%
PPWM
55
Paragon Private Wealth Management
Kentucky
$384K -$2.17K -36 -0.6%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$368K -$6.05K -108 -2%
SFG
57
Sage Financial Group
Pennsylvania
$363K +$1.57K +28 +0.4%
MRCM
58
M&R Capital Management
New Jersey
$304K
PCIA
59
Prime Capital Investment Advisors
Kansas
$297K
KAS
60
Kestra Advisory Services
Texas
$297K +$38.9K +694 +15%
NL
61
NWAM LLC
Washington
$278K -$85.8K -1,532 -24%
Creative Planning
62
Creative Planning
Kansas
$275K
SWM
63
SeaCrest Wealth Management
New York
$260K +$180K +3,218 +224%
SAM
64
Summit Asset Management
Tennessee
$250K
APA
65
American Portfolios Advisors
New York
$250K +$153K +2,730 +158%
HighTower Advisors
66
HighTower Advisors
Illinois
$249K +$13.3K +237 +6%
CFA
67
Cahill Financial Advisors
Minnesota
$224K +$224K +4,013 New
FHA
68
Flagship Harbor Advisors
Massachusetts
$209K -$102K -1,813 -33%
PMFA
69
Plante Moran Financial Advisors
Michigan
$185K
SCA
70
Stonebridge Capital Advisors
Minnesota
$120K
PTC
71
Private Trust Company
Ohio
$92K
BlackRock
72
BlackRock
New York
$84K
CFGS
73
Concourse Financial Group Securities
Alabama
$68K -$12.9K -229 -16%
US Bancorp
74
US Bancorp
Minnesota
$67K -$16.8K -300 -20%
DWMG
75
DB Wealth Management Group
California
$66K -$955 -17 -1%