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iShares Morningstar Value ETF

52 hedge funds and large institutions have $133M invested in iShares Morningstar Value ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
14
Closed
4
Calls
$162M
Puts
$240M
Net Calls
-$78.2M
Net Calls Change
+$59.5M
Name Market Value Shares Shares
Change
Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$318K 3,376 +64 +2%
SI
27
SII Investments
Wisconsin
$314K 3,334 -136 -4%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$304K 3,229
SAM
29
Summit Asset Management
Tennessee
$302K 3,212
Stifel Financial
30
Stifel Financial
Missouri
$296K 3,145 +45 +1%
IWM
31
Integrated Wealth Management
California
$280K 2,973 +538 +22%
Citigroup
32
Citigroup
New York
$232K 2,462 +293 +14%
AFP
33
Ausdal Financial Partners
Iowa
$223K 2,370 -30 -1%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$211K 2,243 -25 -1%
HighTower Advisors
35
HighTower Advisors
Illinois
$210K 2,237 +2,237 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$206K 2,184 +2,184 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$114K 1,211 +1,211 New
DADC
38
D.A. Davidson & Co
Montana
$102K 1,091 -46 -4%
IWM
39
IHT Wealth Management
Illinois
$99K 1,040 +1,040 New
MFS
40
MSI Financial Services
Massachusetts
$79K 844 -5 -0.6%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$69K 730 -31 -4%
FIB
42
First Interstate Bank
Montana
$68K 725
IF
43
Ironwood Financial
Arizona
$65K 692
GRP
44
Global Retirement Partners
California
$44K 465 +465 New
PA
45
Parallel Advisors
California
$24K 258 +258 New
US Bancorp
46
US Bancorp
Minnesota
$15K 160
GWM
47
Geneos Wealth Management
Colorado
$9K 105
LWM
48
Lenox Wealth Management
Ohio
$9K 96
BP
49
Ballentine Partners
Massachusetts
$4K 42
AAP
50
Arax Advisory Partners
Colorado
$4K 40 +40 New