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iShares Morningstar Value ETF

74 hedge funds and large institutions have $208M invested in iShares Morningstar Value ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-2
Holders Change %
-2.63%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
24
Reduced
21
Closed
8
Calls
$346M
Puts
$999M
Net Calls
-$654M
Net Calls Change
-$786M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
76
UMB Bank
Missouri
-$291K -4,964 Closed
TP
77
Tranquility Partners
Tennessee
-$264K -4,498 Closed
WCM
78
WealthBridge Capital Management
Ohio
-$216K -3,680 Closed
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
-$212K -3,598 Closed
FIB
80
First Interstate Bank
Montana
-$85K -1,450 Closed
ACM
81
Anfield Capital Management
California
-$61K -1,046 Closed
PA
82
PSI Advisors
Florida
-$50K -856 Closed
IFWM
83
Institute for Wealth Management
Colorado
-$12K -204 Closed