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iShares Morningstar Value ETF

63 hedge funds and large institutions have $152M invested in iShares Morningstar Value ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
17
Reduced
20
Closed
7
Calls
$281M
Puts
$879M
Net Calls
-$597M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$802K +$486K +9,560 +154%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$670K +$85.1K +1,676 +15%
Jane Street
28
Jane Street
New York
$605K +$605K +11,910 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$604K -$23.4K -460 -4%
BTS
30
BB&T Securities
Virginia
$436K +$436K +8,590 New
AG
31
Advisor Group
Arizona
$435K +$29.3K +576 +7%
UWPG
32
Ullmann Wealth Partners Group
Florida
$343K
Stifel Financial
33
Stifel Financial
Missouri
$332K
SAM
34
Summit Asset Management
Tennessee
$321K +$10.2K +200 +3%
BRWA
35
B. Riley Wealth Advisors
Florida
$285K -$288K -5,674 -50%
AFP
36
Ausdal Financial Partners
Iowa
$262K -$2.03K -40 -0.8%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$260K -$10K -198 -4%
F
38
F3Logic
Minnesota
$221K +$221K +4,336 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$210K -$11.6K -228 -5%
SF
40
Synovus Financial
Georgia
$104K +$104K +2,048 New
RCAG
41
Rehmann Capital Advisory Group
Michigan
$97K +$97K +1,918 New
WDL
42
Well Done LLC
Michigan
$78K +$78K +1,540 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$74K
FIB
44
First Interstate Bank
Montana
$74K
GRP
45
Global Retirement Partners
California
$47K
APA
46
American Portfolios Advisors
New York
$43.5K
RFC
47
Regions Financial Corp
Alabama
$43K +$43K +844 New
IF
48
Ironwood Financial
Arizona
$39K
PA
49
Parallel Advisors
California
$31K
AF
50
Advisornet Financial
Minnesota
$30K -$24.3K -476 -45%