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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.

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 %
TAIM
76
TD Ameritrade Investment Management
Nebraska
$63K -$18.2K -324 -22%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$54K +$6.41K +114 +13%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$46K
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$44K +$55 +1 +0.1%
OPW
80
Oxler Private Wealth
New York
$43.3K
OA
81
Operose Advisors
Wisconsin
$36K
ME
82
McIlrath & Eck
Washington
$30K
PFBT
83
Parkside Financial Bank & Trust
Missouri
$29K
CWA
84
Carolina Wealth Advisors
South Carolina
$29K
AF
85
Advisornet Financial
Minnesota
$25K
HNB
86
Huntington National Bank
Ohio
$24K -$76K
CWA
87
Clearview Wealth Advisors
Oregon
$18K
AIP
88
Ameritas Investment Partners
Nebraska
$18K
GI
89
Gradient Investments
Minnesota
$17K
MA
90
MCF Advisors
Kentucky
$17K +$17K +300 New
MWC
91
MBM Wealth Consultants
Missouri
$16K
GG
92
Gleason Group
Kentucky
$14K +$113 +2 +0.8%
MPWT
93
MassMutual Private Wealth & Trust
Connecticut
$10K
HFS
94
Hantz Financial Services
Michigan
$10K +$10K +187 New
GWM
95
Geneos Wealth Management
Colorado
$6K -$3.06K -55 -34%
SWM
96
Spire Wealth Management
Virginia
$6K
AIC
97
Archer Investment Corporation
Indiana
$4.03K
AA
98
Ancora Advisors
Ohio
$4K
GRP
99
Global Retirement Partners
California
$3K
SIS
100
Sound Income Strategies
Florida
$3K