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iShares Morningstar Mid-Cap Value ETF

131 hedge funds and large institutions have $377M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
34
Reduced
53
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
76
Cape Investment Advisory
Georgia
$308K -$3.19K -44 -1%
CFA
77
Cahill Financial Advisors
Minnesota
$304K +$1.38K +19 +0.5%
NIWA
78
New Insight Wealth Advisors
California
$288K -$40.3K -555 -12%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$277K +$39.9K +549 +17%
TCPG
80
Trivant Custom Portfolio Group
California
$272K +$6.89K +95 +3%
KPWS
81
Kestra Private Wealth Services
Texas
$267K -$74.9K -1,032 -22%
TIAA Trust, National Association
82
TIAA Trust, National Association
North Carolina
$256K -$5.37K -74 -2%
PAG
83
Private Advisor Group
New Jersey
$255K -$218K -3,001 -46%
PMFA
84
Plante Moran Financial Advisors
Michigan
$239K
IW
85
Imprint Wealth
South Carolina
$238K +$238K +3,300 New
TRCT
86
Tower Research Capital (TRC)
New York
$236K +$221K +3,053 +1,482%
CA
87
Cetera Advisors
Colorado
$220K +$220K +3,033 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$205K +$35K +482 +21%
BFG
89
Beacon Financial Group
Texas
$204K +$204K +2,810 New
BFG
90
Bouchey Financial Group
New York
$204K +$204K +2,808 New
TCA
91
Transcend Capital Advisors
New Jersey
$204K +$204K +2,807 New
GWM
92
Geneos Wealth Management
Colorado
$191K +$184K +2,539 +2,760%
GWANC
93
Guardian Wealth Advisors (North Carolina)
North Carolina
$188K -$193K -2,659 -51%
ACA
94
Aptus Capital Advisors
Alabama
$188K -$193K -2,659 -51%
SL
95
Salomon & Ludwin
Virginia
$172K -$10.4K -144 -6%
HI
96
Harbour Investments
Wisconsin
$149K -$111K -1,529 -43%
CIR
97
Clear Investment Research
Georgia
$143K +$943 +13 +0.7%
BlackRock
98
BlackRock
New York
$109K
SAM
99
Smartleaf Asset Management
Massachusetts
$103K -$1.45K -20 -1%
BCMLT
100
Beacon Capital Management LLC (Tennessee)
Tennessee
$102K +$102K +1,404 New