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iShares Morningstar Mid-Cap Value ETF

105 hedge funds and large institutions have $285M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+10
Holders Change %
+10.53%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
31
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWMG
76
DB Wealth Management Group
California
$82K -$72.6K -1,056 -47%
AssetMark Inc
77
AssetMark Inc
California
$71K -$526K -7,682 -88%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$62K +$3.42K +50 +6%
PFS
79
Prospera Financial Services
Texas
$57K +$57K +825 New
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$56K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$55K +$69 +1 +0.1%
OA
82
Operose Advisors
Wisconsin
$44K
AF
83
Advisornet Financial
Minnesota
$37K
ME
84
McIlrath & Eck
Washington
$37K
PFBT
85
Parkside Financial Bank & Trust
Missouri
$35K
CWA
86
Carolina Wealth Advisors
South Carolina
$35K
CWA
87
Clearview Wealth Advisors
Oregon
$22K
AIP
88
Ameritas Investment Partners
Nebraska
$22K
CFGS
89
Concourse Financial Group Securities
Alabama
$21K
MWC
90
MBM Wealth Consultants
Missouri
$19K
RG
91
Retirement Group
California
$19K
AF
92
Allworth Financial
California
$17K
GG
93
Gleason Group
Kentucky
$17K +$69 +1 +0.4%
MPWT
94
MassMutual Private Wealth & Trust
Connecticut
$13K -$7.13K -102 -35%
GWM
95
Geneos Wealth Management
Colorado
$11K +$67 +1 +0.6%
SWM
96
Spire Wealth Management
Virginia
$8K -$6.9K -94 -46%
NFSG
97
Newbridge Financial Services Group
Florida
$7K +$7K +105 New
BFC
98
Bedel Financial Consulting
Indiana
$7K +$7K +108 New
RIM
99
Rockbridge Investment Management
New York
$5.95K
AA
100
Ancora Advisors
Ohio
$5K