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iShares Morningstar Value ETF

120 hedge funds and large institutions have $678M invested in iShares Morningstar Value ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 43 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.74%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
31
Reduced
43
Closed
2
Calls
$3.04B
Puts
$4.84B
Net Calls
-$1.8B
Net Calls Change
+$4.51B
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$82.2K
CJ
102
Caitlin John
Michigan
$61.3K
CSB
103
City State Bank
Iowa
$51K
US Bancorp
104
US Bancorp
Minnesota
$41.3K -$84.2K -1,096 -67%
PA
105
Parallel Advisors
California
$39.7K
CFD
106
Creative Financial Designs
Indiana
$37.8K -$8.69K -113 -19%
DJSG
107
D.J. St. Germain
Massachusetts
$36.7K
AWM
108
Activest Wealth Management
Florida
$36.2K +$77 +1 +0.2%
AIC
109
Archer Investment Corporation
Indiana
$30.7K
ACA
110
Aptus Capital Advisors
Alabama
$24.6K
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$23.4K +$23.4K +305 New
SL
112
Salomon & Ludwin
Virginia
$19.5K
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$14.6K
WIM
114
Westside Investment Management
California
$13.2K +$77 +1 +0.6%
SIC
115
Salem Investment Counselors
North Carolina
$9.92K
CA
116
CoreCap Advisors
Michigan
$7.69K +$7.69K +100 New
Russell Investments Group
117
Russell Investments Group
United Kingdom
$5.99K -$8.37K -109 -58%
AssetMark Inc
118
AssetMark Inc
California
$4.38K -$7.38K -96 -63%
HBW
119
Hazlett, Burt & Watson
West Virginia
$2K
LFG
120
Larson Financial Group
Missouri
$1K
BRIA
121
Balanced Rock Investment Advisors
Massachusetts
-$392K -5,555 Closed
ASN
122
Advisory Services Network
Georgia
-$5.65K -80 Closed