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iShares Morningstar Value ETF

52 hedge funds and large institutions have $133M invested in iShares Morningstar Value ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
14
Closed
4
Calls
$162M
Puts
$240M
Net Calls
-$78.2M
Net Calls Change
+$59.5M
Name Market Value Shares Shares
Change
Shares
Change %
Axa
1
Axa
France
$39.9M 424,336 +126,700 +43%
Bank of America
2
Bank of America
North Carolina
$17M 180,576 -18,480 -9%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.4M 142,891 +626 +0.4%
Wells Fargo
4
Wells Fargo
California
$9.79M 103,972 -1,502 -1%
Morgan Stanley
5
Morgan Stanley
New York
$9.78M 103,960 +2,024 +2%
SFI
6
SPC Financial Inc
Maryland
$8.71M 92,503 +7,615 +9%
LPL Financial
7
LPL Financial
California
$5.62M 59,106 +10,831 +22%
UBS Group
8
UBS Group
Switzerland
$4.6M 48,907 -7,402 -13%
NPC
9
National Planning Corporation
California
$3.4M 36,121 +773 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.38M 25,241 +1,416 +6%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$2.19M 23,299 +1,057 +5%
CMP
12
Courage Miller Partners
Virginia
$1.89M 20,121 -2,053 -9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.67M 17,693 +17,693 New
CAN
14
Cetera Advisor Networks
California
$1.55M 16,442 +696 +4%
RJA
15
Raymond James & Associates
Florida
$1.37M 14,543 -945 -6%
Ameriprise
16
Ameriprise
Minnesota
$921K 9,789 -3,203 -25%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$779K 8,275 +182 +2%
JWM
18
Jacobus Wealth Management
Wisconsin
$693K 7,360
Goldman Sachs
19
Goldman Sachs
New York
$632K 6,713 -2,584 -28%
BRWA
20
B. Riley Wealth Advisors
Florida
$512K 5,441 +1 +0%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$487K 5,176 -409 -7%
AG
22
Advisor Group
Arizona
$413K 4,380 +1,025 +31%
CA
23
Cetera Advisors
Colorado
$406K 4,315
Baird Financial Group
24
Baird Financial Group
Wisconsin
$404K 4,295 +225 +6%
UWPG
25
Ullmann Wealth Partners Group
Florida
$374K 3,930 +3,930 New