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iShares Morningstar Mid-Cap Value ETF

139 hedge funds and large institutions have $381M invested in iShares Morningstar Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
44
Reduced
44
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWANC
101
Guardian Wealth Advisors (North Carolina)
North Carolina
$154K -$3.76K -49 -2%
ACA
102
Aptus Capital Advisors
Alabama
$154K -$3.76K -49 -2%
CIR
103
Clear Investment Research
Georgia
$149K -$5.6K -73 -4%
BlackRock
104
BlackRock
New York
$115K
SAM
105
Smartleaf Asset Management
Massachusetts
$113K +$27.2K +355 +32%
TRCT
106
Tower Research Capital (TRC)
New York
$113K -$335K -4,374 -75%
BCMLT
107
Beacon Capital Management LLC (Tennessee)
Tennessee
$108K
US Bancorp
108
US Bancorp
Minnesota
$92K
NA
109
NewEdge Advisors
Louisiana
$80.4K +$54.1K +706 +206%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$66.7K +$2.6K +34 +4%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$50.7K -$6.67K -87 -12%
OA
112
Operose Advisors
Wisconsin
$49.2K
PS
113
Principal Securities
Iowa
$45K
ME
114
McIlrath & Eck
Washington
$41.4K
PFBT
115
Parkside Financial Bank & Trust
Missouri
$39.1K
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$34K
CFGS
117
Concourse Financial Group Securities
Alabama
$24.9K
HFS
118
Hantz Financial Services
Michigan
$24K +$151 +2 +0.6%
PTC
119
Private Trust Company
Ohio
$23.8K +$23.8K +310 New
MA
120
MCF Advisors
Kentucky
$23K
NS
121
NBC Securities
Alabama
$22K
GG
122
Gleason Group
Kentucky
$20K +$153 +2 +0.8%
AIP
123
Ameritas Investment Partners
Nebraska
$15.3K
TCM
124
TD Capital Management
Tennessee
$15.2K +$77 +1 +0.5%
SL
125
Salomon & Ludwin
Virginia
$13K