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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.9M 797,505 -821,867 -51%
EH
2
Equitable Holdings
New York
$38.5M 531,325 -65,147 -11%
OWM
3
Orgel Wealth Management
Wisconsin
$25.6M 352,360 -6,001 -2%
Bank of America
4
Bank of America
North Carolina
$22.9M 316,059 +56,298 +22%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.4M 239,408 +184,278 +334%
SCM
6
Steele Capital Management
Iowa
$16.2M 222,809 -4,109 -2%
MTC
7
Matrix Trust Company
Colorado
$16.1M 221,810 -3,556 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15M 207,014 -7,108 -3%
Wells Fargo
9
Wells Fargo
California
$13.4M 184,948 -8,854 -5%
LPL Financial
10
LPL Financial
California
$12.7M 174,963 -45,360 -21%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.47M 130,491 +36,208 +38%
UBS Group
12
UBS Group
Switzerland
$7.4M 101,970 -5,563 -5%
WCAMG
13
Woodard & Company Asset Management Group
North Carolina
$6.82M 94,024 +2,367 +3%
RJA
14
Raymond James & Associates
Florida
$6.54M 90,170 -2,427 -3%
GIA
15
GHP Investment Advisors
Colorado
$6.21M 85,600 -1,074 -1%
RA
16
Rodgers & Associates
Pennsylvania
$5.93M 81,749 -1,436 -2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$5.14M 70,890 -59,088 -45%
BDF
18
Black Diamond Financial
Maryland
$5.1M 75,254
BFC
19
Bedel Financial Consulting
Indiana
$4.45M 61,356 +1,709 +3%
MWM
20
Marietta Wealth Management
Georgia
$4.45M 61,293 +346 +0.6%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$4.44M 61,223 -9,160 -13%
Corient Private Wealth
22
Corient Private Wealth
Florida
$4.43M 61,044 +2,326 +4%
AAS
23
Avantax Advisory Services
Texas
$4.35M 60,007 -33,925 -36%
Mariner
24
Mariner
Kansas
$4.08M 56,298 +5,768 +11%
Citadel Advisors
25
Citadel Advisors
Florida
$3.49M 48,157 +48,157 New