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iShares Morningstar Value ETF

61 hedge funds and large institutions have $171M invested in iShares Morningstar Value ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
16
Reduced
15
Closed
5
Calls
$189M
Puts
$959M
Net Calls
-$770M
Net Calls Change
-$82.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$771K +$56.4K +1,050 +8%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$750K +$750K +13,978 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$670K +$14.7K +274 +2%
BTS
29
BB&T Securities
Virginia
$459K -$750 -14 -0.2%
AG
30
Advisor Group
Arizona
$456K -$3.22K -60 -0.7%
Citadel Advisors
31
Citadel Advisors
Florida
$380K +$380K +7,076 New
UWPG
32
Ullmann Wealth Partners Group
Florida
$372K
SAM
33
Summit Asset Management
Tennessee
$339K
Stifel Financial
34
Stifel Financial
Missouri
$311K
AFP
35
Ausdal Financial Partners
Iowa
$280K
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$264K -$11.3K -210 -4%
BRWA
37
B. Riley Wealth Advisors
Florida
$250K -$54.4K -1,010 -18%
US Bancorp
38
US Bancorp
Minnesota
$121K
SG Americas Securities
39
SG Americas Securities
New York
$118K +$118K +2,200 New
SF
40
Synovus Financial
Georgia
$110K
RCAG
41
Rehmann Capital Advisory Group
Michigan
$103K +$430 +8 +0.4%
MWPCG
42
Measured Wealth Private Client Group
New Hampshire
$90K +$90K +1,680 New
FIB
43
First Interstate Bank
Montana
$78K
Fidelity Investments
44
Fidelity Investments
Massachusetts
$77K +$77K +1,426 New
FHA
45
Flagship Harbor Advisors
Massachusetts
$75K
AF
46
Advisornet Financial
Minnesota
$65K
GRP
47
Global Retirement Partners
California
$50K
APA
48
American Portfolios Advisors
New York
$46K
RFC
49
Regions Financial Corp
Alabama
$45K
IF
50
Ironwood Financial
Arizona
$41K