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iShares Morningstar Mid-Cap Value ETF

121 hedge funds and large institutions have $275M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
43
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$493K +$19.7K +325 +4%
MWP
52
Madison Wealth Partners
Wisconsin
$487K +$7.15K +118 +1%
SFG
53
Sage Financial Group
Pennsylvania
$467K -$7.21K -119 -2%
JCIA
54
Jackson Creek Investment Advisors
Colorado
$461K +$5.81K +96 +1%
First Manhattan
55
First Manhattan
New York
$459K -$61 -1 -0%
DI
56
DDFG Inc
California
$457K +$20.2K +333 +5%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$429K +$63.5K +1,049 +17%
KPWS
58
Kestra Private Wealth Services
Texas
$429K +$190K +3,140 +80%
Citigroup
59
Citigroup
New York
$408K -$8.54K -141 -2%
IWC
60
Integrated Wealth Concepts
Massachusetts
$375K +$23.6K +390 +7%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$361K -$160K -2,636 -31%
JJBC
62
James J. Burns & Company
New York
$358K -$36.8K -607 -9%
Creative Planning
63
Creative Planning
Kansas
$347K
JWCA
64
J.W. Cole Advisors
Florida
$331K +$95.8K +1,582 +41%
MRCM
65
M&R Capital Management
New Jersey
$330K
GWANC
66
Guardian Wealth Advisors (North Carolina)
North Carolina
$328K +$83K +1,360 +34%
ACA
67
Aptus Capital Advisors
Alabama
$326K +$82.4K +1,360 +34%
PCIA
68
Prime Capital Investment Advisors
Kansas
$321K
PAG
69
Private Advisor Group
New Jersey
$301K
SWM
70
SeaCrest Wealth Management
New York
$298K +$16.1K +265 +6%
HighTower Advisors
71
HighTower Advisors
Illinois
$297K +$3.49K +57 +1%
SAM
72
Summit Asset Management
Tennessee
$271K
CIA
73
Cape Investment Advisory
Georgia
$260K -$61 -1 -0%
KAS
74
Kestra Advisory Services
Texas
$253K -$79.9K -1,318 -24%
KWA
75
Kingswood Wealth Advisors
California
$250K