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iShares Morningstar Value ETF

94 hedge funds and large institutions have $421M invested in iShares Morningstar Value ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
35
Reduced
27
Closed
5
Calls
$337M
Puts
$2.87B
Net Calls
-$2.53B
Net Calls Change
-$686M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$1.64M +$135K +2,090 +9%
Citigroup
27
Citigroup
New York
$1.51M -$404K -6,259 -21%
Goldman Sachs
28
Goldman Sachs
New York
$1.47M +$584K +9,046 +66%
PCIA
29
Prime Capital Investment Advisors
Kansas
$1.39M +$513K +7,947 +59%
GG
30
GenWealth Group
New Jersey
$1.37M
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.15M -$133K -2,055 -10%
Ameriprise
32
Ameriprise
Minnesota
$1.15M -$316K -4,897 -22%
FSC
33
Full Sail Capital
Oklahoma
$950K
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$939K -$1.4M -21,744 -60%
BAMG
35
Brand Asset Management Group
Missouri
$870K +$26.5K +410 +3%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$866K -$866K -13,408 -50%
EIP
37
Ellis Investment Partners
Pennsylvania
$864K +$3.74K +58 +0.4%
SFS
38
Sowell Financial Services
Arkansas
$863K -$112K -1,737 -11%
HB
39
Homrich & Berg
Georgia
$823K
CMP
40
Courage Miller Partners
Virginia
$700K -$11.1K -172 -2%
PAG
41
Private Advisor Group
New Jersey
$662K -$4.26K -66 -0.6%
CAN
42
Cetera Advisor Networks
California
$624K +$120K +1,864 +24%
SWM
43
SeaCrest Wealth Management
New York
$588K +$127K +1,965 +27%
LNC
44
Lincoln National Corp
Pennsylvania
$506K +$23.8K +368 +5%
BAM
45
Belpointe Asset Management
Nevada
$503K -$13.7K -212 -3%
Creative Planning
46
Creative Planning
Kansas
$477K +$477K +7,398 New
5L
47
55I LLC
Massachusetts
$463K +$463K +7,165 New
TRCT
48
Tower Research Capital (TRC)
New York
$455K +$238K +3,680 +109%
EVM
49
Eaton Vance Management
Massachusetts
$449K
UWPG
50
Ullmann Wealth Partners Group
Florida
$448K