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iShares Morningstar Mid-Cap Value ETF

111 hedge funds and large institutions have $261M invested in iShares Morningstar Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+11
Holders Change %
+11%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
35
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWANC
76
Guardian Wealth Advisors (North Carolina)
North Carolina
$129K +$129K +2,079 New
NA
77
NewEdge Advisors
Louisiana
$124K +$124K +2,055 New
PTC
78
Private Trust Company
Ohio
$103K
TRCT
79
Tower Research Capital (TRC)
New York
$101K -$573K -9,197 -85%
BlackRock
80
BlackRock
New York
$93.1K
CFGS
81
Concourse Financial Group Securities
Alabama
$75.1K
US Bancorp
82
US Bancorp
Minnesota
$74.5K
HI
83
Harbour Investments
Wisconsin
$69.6K +$69.6K +1,121 New
DWMG
84
DB Wealth Management Group
California
$68.4K -$4.53K -73 -6%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$59.6K
ASN
86
Advisory Services Network
Georgia
$54K +$54K +871 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$49.4K +$124 +2 +0.3%
OA
88
Operose Advisors
Wisconsin
$39.8K
TAIM
89
TD Ameritrade Investment Management
Nebraska
$37K -$33.4K -531 -47%
ME
90
McIlrath & Eck
Washington
$33.5K
CWA
91
Carolina Wealth Advisors
South Carolina
$32K
PFBT
92
Parkside Financial Bank & Trust
Missouri
$31.6K
AF
93
Advisornet Financial
Minnesota
$27.9K
AIP
94
Ameritas Investment Partners
Nebraska
$20.5K
CWA
95
Clearview Wealth Advisors
Oregon
$19.5K
MA
96
MCF Advisors
Kentucky
$18.6K
RG
97
Retirement Group
California
$18K +$18K +282 New
MWC
98
MBM Wealth Consultants
Missouri
$17K
GG
99
Gleason Group
Kentucky
$15.5K +$124 +2 +0.8%
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$12K