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iShares Morningstar Mid-Cap Value ETF

131 hedge funds and large institutions have $377M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
34
Reduced
53
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DC
51
Davenport & Co
Virginia
$641K +$218 +3 +0%
PSF
52
Pacific Sun Financial
California
$633K
MWP
53
Madison Wealth Partners
Wisconsin
$601K -$6.38K -88 -1%
JCIA
54
Jackson Creek Investment Advisors
Colorado
$568K +$12.3K +169 +2%
SFG
55
Sage Financial Group
Pennsylvania
$559K +$363 +5 +0.1%
First Manhattan
56
First Manhattan
New York
$540K
LJAC
57
L.J. Altfest & Co
New York
$532K +$216K +2,971 +68%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$502K +$66.9K +921 +15%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$460K -$52.1K -718 -10%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$456K -$94.3K -1,301 -17%
Citigroup
61
Citigroup
New York
$448K -$12.7K -175 -3%
KAS
62
Kestra Advisory Services
Texas
$433K +$3.7K +51 +0.9%
IWC
63
Integrated Wealth Concepts
Massachusetts
$431K -$21.7K -299 -5%
JWCA
64
J.W. Cole Advisors
Florida
$412K -$9.43K -130 -2%
MRCM
65
M&R Capital Management
New Jersey
$395K
RWM
66
Revisor Wealth Management
Ohio
$395K +$395K +5,636 New
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$390K -$605K -8,352 -61%
PCIA
68
Prime Capital Investment Advisors
Kansas
$385K
LG
69
LaFleur & Godfrey
Michigan
$368K +$134K +1,852 +58%
Creative Planning
70
Creative Planning
Kansas
$367K -$48.2K -664 -12%
DI
71
DDFG Inc
California
$348K -$263K -3,624 -43%
AssetMark Inc
72
AssetMark Inc
California
$336K +$329K +4,540 +5,159%
WWM
73
Western Wealth Management
Colorado
$333K -$122K -1,679 -27%
SAM
74
Summit Asset Management
Tennessee
$325K
HighTower Advisors
75
HighTower Advisors
Illinois
$319K -$7.98K -110 -2%