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iShares Morningstar Value ETF

94 hedge funds and large institutions have $609M invested in iShares Morningstar Value ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
33
Reduced
23
Closed
8
Calls
$334M
Puts
$2.22B
Net Calls
-$1.89B
Net Calls Change
+$640M
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$391K +$5.28K +83 +1%
BAM
52
Belpointe Asset Management
Nevada
$390K -$107K -1,672 -21%
EVM
53
Eaton Vance Management
Massachusetts
$382K -$60.5K -950 -14%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$352K +$4.46K +70 +1%
FTUS
55
Flow Traders U.S.
New York
$337K -$29.8K -468 -8%
TW
56
Towerpoint Wealth
California
$331K
Stifel Financial
57
Stifel Financial
Missouri
$327K
SAM
58
Summit Asset Management
Tennessee
$324K
First Manhattan
59
First Manhattan
New York
$318K
KPWS
60
Kestra Private Wealth Services
Texas
$316K -$19.1K -300 -6%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$307K -$86.8K -1,364 -22%
BRWA
62
B. Riley Wealth Advisors
Florida
$300K +$446 +7 +0.1%
CPIG
63
Chicago Partners Investment Group
Illinois
$270K +$953 +14 +0.4%
Creative Planning
64
Creative Planning
Kansas
$253K -$218K -3,428 -46%
GC
65
Grimes & Company
Massachusetts
$246K
NA
66
NewEdge Advisors
Louisiana
$242K -$19.1K -300 -7%
WCM
67
WealthBridge Capital Management
Ohio
$234K
WWM
68
Windsor Wealth Management
Indiana
$209K
CWS
69
Cypress Wealth Services
California
$207K
SPIA
70
Steward Partners Investment Advisory
New York
$191K
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$158K +$255 +4 +0.2%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$148K -$9.83K -154 -6%
APA
73
American Portfolios Advisors
New York
$130K
DWMG
74
DB Wealth Management Group
California
$94K -$6.46K -102 -6%
SC
75
Sierra Capital
Florida
$80K