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iShares Morningstar Mid-Cap Value ETF

121 hedge funds and large institutions have $283M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
40
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
76
Aptus Capital Advisors
Alabama
$256K +$56K +879 +28%
GWANC
77
Guardian Wealth Advisors (North Carolina)
North Carolina
$256K +$56K +879 +28%
KPWS
78
Kestra Private Wealth Services
Texas
$251K -$118K -1,854 -32%
JWCA
79
J.W. Cole Advisors
Florida
$247K -$14.5K -228 -6%
TCPG
80
Trivant Custom Portfolio Group
California
$247K +$33.3K +523 +16%
PMFA
81
Plante Moran Financial Advisors
Michigan
$210K
LWM
82
Laidlaw Wealth Management
New York
$210K
WWM
83
Windsor Wealth Management
Indiana
$206K +$206K +3,235 New
CIR
84
Clear Investment Research
Georgia
$125K -$18.3K -288 -13%
HI
85
Harbour Investments
Wisconsin
$111K +$4.97K +78 +5%
PTC
86
Private Trust Company
Ohio
$105K
BlackRock
87
BlackRock
New York
$95.6K
US Bancorp
88
US Bancorp
Minnesota
$76.4K
DWMG
89
DB Wealth Management Group
California
$70.2K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$54.9K -$6.5K -102 -11%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$50.9K +$64 +1 +0.1%
OA
92
Operose Advisors
Wisconsin
$40.9K
CAL
93
Capital Analysts LLC
Pennsylvania
$40K +$182 +3 +0.5%
ME
94
McIlrath & Eck
Washington
$34.4K
PFBT
95
Parkside Financial Bank & Trust
Missouri
$32.5K
SCA
96
Stonebridge Capital Advisors
Minnesota
$31.9K -$105K -1,654 -77%
AF
97
Advisornet Financial
Minnesota
$28.7K
AssetMark Inc
98
AssetMark Inc
California
$27.8K -$23.4K -367 -46%
TAIM
99
TD Ameritrade Investment Management
Nebraska
$25K -$6.9K -109 -22%
AIP
100
Ameritas Investment Partners
Nebraska
$21K