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iShares Morningstar Mid-Cap Value ETF

129 hedge funds and large institutions have $414M invested in iShares Morningstar Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
49
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ME
101
McIlrath & Eck
Washington
$36.6K
PFBT
102
Parkside Financial Bank & Trust
Missouri
$34.5K
BWM
103
Baystate Wealth Management
Massachusetts
$23.8K +$339 +5 +1%
CFGS
104
Concourse Financial Group Securities
Alabama
$22K
CWA
105
Carolina Wealth Advisors
South Carolina
$20.3K
MA
106
MCF Advisors
Kentucky
$20.3K
NS
107
NBC Securities
Alabama
$20K
RG
108
Retirement Group
California
$19.1K
AIP
109
Ameritas Investment Partners
Nebraska
$17.6K
GG
110
Gleason Group
Kentucky
$17.4K +$270 +4 +2%
AF
111
Advisornet Financial
Minnesota
$17.3K
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$16.7K
TRCT
113
Tower Research Capital (TRC)
New York
$14K +$14K +206 New
HFS
114
Hantz Financial Services
Michigan
$13K +$134 +2 +1%
CFD
115
Creative Financial Designs
Indiana
$11.7K +$11.7K +173 New
HGERS
116
Householder Group Estate & Retirement Specialist
Arizona
$9K
Russell Investments Group
117
Russell Investments Group
United Kingdom
$7.76K +$135 +2 +2%
GWM
118
Geneos Wealth Management
Colorado
$6.21K +$68 +1 +1%
AssetMark Inc
119
AssetMark Inc
California
$5.96K +$5.96K +88 New
RIM
120
Rockbridge Investment Management
New York
$5.82K +$5.82K +86 New
AIC
121
Archer Investment Corporation
Indiana
$4.88K
ASN
122
Advisory Services Network
Georgia
$4.67K +$4.67K +69 New
AA
123
Ancora Advisors
Ohio
$4.47K
DCM
124
Davis Capital Management
Florida
$4.47K +$4.47K +66 New
SIS
125
Sound Income Strategies
Florida
$3.66K