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iShares Morningstar Value ETF

50 hedge funds and large institutions have $155M invested in iShares Morningstar Value ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
15
Closed
6
Calls
$82.4M
Puts
$1.08B
Net Calls
-$1B
Net Calls Change
+$359M
Name Holding Trade Value Shares
Change
Shares
Change %
NPC
51
National Planning Corporation
California
-$227K -4,710 Closed
SI
52
SII Investments
Wisconsin
-$207K -4,322 Closed
DADC
53
D.A. Davidson & Co
Montana
-$104K -2,182 Closed
SF
54
Synovus Financial
Georgia
-$98K -2,048 Closed
BP
55
Ballentine Partners
Massachusetts
-$4K -84 Closed
IA
56
IFP Advisors
Florida
-$2K -42 Closed