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iShares Morningstar Value ETF

68 hedge funds and large institutions have $216M invested in iShares Morningstar Value ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
20
Reduced
16
Closed
10
Calls
$148M
Puts
$1.11B
Net Calls
-$957M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.25M -$227K -4,708 -15%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.03M +$108K +2,246 +12%
Jane Street
28
Jane Street
New York
$878K -$479K -9,936 -35%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$840K +$148K +3,074 +21%
BAMG
30
Brand Asset Management Group
Missouri
$774K +$65.8K +1,366 +9%
CWS
31
Cypress Wealth Services
California
$678K -$510K -10,604 -43%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$673K -$190K -3,944 -22%
EIP
33
Ellis Investment Partners
Pennsylvania
$625K +$625K +12,996 New
TW
34
Towerpoint Wealth
California
$570K +$570K +11,834 New
AG
35
Advisor Group
Arizona
$515K +$106K +2,210 +26%
BTS
36
BB&T Securities
Virginia
$411K -$1.44K -30 -0.4%
UWPG
37
Ullmann Wealth Partners Group
Florida
$334K
SAM
38
Summit Asset Management
Tennessee
$294K -$9.62K -200 -3%
Stifel Financial
39
Stifel Financial
Missouri
$277K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$276K +$276K +5,722 New
BRWA
41
B. Riley Wealth Advisors
Florida
$271K +$47.2K +980 +21%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$237K +$576 +12 +0.2%
WCM
43
WealthBridge Capital Management
Ohio
$177K +$177K +3,680 New
US Bancorp
44
US Bancorp
Minnesota
$109K
GRP
45
Global Retirement Partners
California
$101K +$56K +1,158 +125%
SF
46
Synovus Financial
Georgia
$99K
MFW
47
Mosaic Family Wealth
Missouri
$84K +$84K +1,748 New
WDL
48
Well Done LLC
Michigan
$74K +$74K +1,540 New
CC
49
Claybrook Capital
Massachusetts
$74K +$74K +1,540 New
FIB
50
First Interstate Bank
Montana
$70K