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iShares Morningstar Value ETF

57 hedge funds and large institutions have $166M invested in iShares Morningstar Value ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
20
Reduced
11
Closed
9
Calls
$375M
Puts
$1.06B
Net Calls
-$688M
Net Calls Change
-$90.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$621K +$16.3K +320 +3%
BTS
27
BB&T Securities
Virginia
$436K -$406 -8 -0.1%
AG
28
Advisor Group
Arizona
$435K
UWPG
29
Ullmann Wealth Partners Group
Florida
$352K
SAM
30
Summit Asset Management
Tennessee
$321K
Stifel Financial
31
Stifel Financial
Missouri
$294K -$37.8K -740 -11%
BRWA
32
B. Riley Wealth Advisors
Florida
$288K +$2.04K +40 +0.7%
AFP
33
Ausdal Financial Partners
Iowa
$265K +$3.15K +62 +1%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$260K
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$210K
US Bancorp
36
US Bancorp
Minnesota
$115K +$104K +2,040 +927%
SF
37
Synovus Financial
Georgia
$104K
RCAG
38
Rehmann Capital Advisory Group
Michigan
$97.5K
FIB
39
First Interstate Bank
Montana
$74K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$74K
FHA
41
Flagship Harbor Advisors
Massachusetts
$70K +$70K +1,392 New
AF
42
Advisornet Financial
Minnesota
$61K +$31.2K +616 +105%
GRP
43
Global Retirement Partners
California
$47K
APA
44
American Portfolios Advisors
New York
$43.6K
RFC
45
Regions Financial Corp
Alabama
$43K
IF
46
Ironwood Financial
Arizona
$39K
PA
47
Parallel Advisors
California
$31K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$17K
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$13K
WF
50
WealthTrust Fairport
Ohio
$11K