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iShares Morningstar Mid-Cap Value ETF

121 hedge funds and large institutions have $261M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 3 closing their positions.

Holders
121
Holders Change
+10
Holders Change %
+9.01%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
43
Reduced
32
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PD
76
Planning Directions
Pennsylvania
$207K -$1.54K -25 -0.7%
PMFA
77
Plante Moran Financial Advisors
Michigan
$204K
LWM
78
Laidlaw Wealth Management
New York
$204K
ACA
79
Aptus Capital Advisors
Alabama
$195K +$65.9K +1,065 +51%
GWANC
80
Guardian Wealth Advisors (North Carolina)
North Carolina
$195K +$65.9K +1,065 +51%
CIR
81
Clear Investment Research
Georgia
$140K +$131K +2,119 +1,536%
SCA
82
Stonebridge Capital Advisors
Minnesota
$133K
HI
83
Harbour Investments
Wisconsin
$103K +$33.8K +547 +49%
PTC
84
Private Trust Company
Ohio
$102K
BlackRock
85
BlackRock
New York
$92.8K
CFGS
86
Concourse Financial Group Securities
Alabama
$74.9K
US Bancorp
87
US Bancorp
Minnesota
$74.3K
DWMG
88
DB Wealth Management Group
California
$68.2K
TRCT
89
Tower Research Capital (TRC)
New York
$67K -$33.5K -540 -33%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$59.7K +$186 +3 +0.3%
ASN
91
Advisory Services Network
Georgia
$53.9K
AssetMark Inc
92
AssetMark Inc
California
$49.7K +$49.7K +803 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$49.4K +$62 +1 +0.1%
CAL
94
Capital Analysts LLC
Pennsylvania
$41K +$41K +656 New
OA
95
Operose Advisors
Wisconsin
$39.7K
ME
96
McIlrath & Eck
Washington
$33.4K
PFBT
97
Parkside Financial Bank & Trust
Missouri
$31.6K
CWA
98
Carolina Wealth Advisors
South Carolina
$31.6K
TAIM
99
TD Ameritrade Investment Management
Nebraska
$31K -$5.23K -85 -14%
AF
100
Advisornet Financial
Minnesota
$27.8K